Steven Philips on Barron's technician sees Apple shares growing another 10% this summer - 'And then another 10% this Fall.'
on Barron's technician sees Apple shares growing another 10% this summer - 'It shouldn’t, but it does, amaze me how much analysis is generated using spreadsheet parameters that do not, cannot, analyze what a human can infer from a deep understanding of how all the parts of a company work together. This from Baron’s is a classic example of spreadsheet limitations.'
on In shrinking global PC market, Mac sales grew nearly 16% in the June quarter - 'Methings Consumers realize something Pundits have missed. EVERYONE is raising prices, but Apple’s raising prices a lot less. And as the lower end gets more expensive, at least some consumers are thinking about ‘better value’ rather than just ‘lowest price.’ But from the body openings of ANALysts, people buy computers based solely on price and benchmark specifications.'
on Barron's technician sees Apple shares growing another 10% this summer - 'With solid Neo revenues and good commentary on the post earnings call, that target is within reach.'
on Huawei is the big winner of China's 618 shopping festival - ' Heading for Joe Bland’s members-only dinner in Palo Alto Safe travels! See you there! 🙂'
on Premarket: Apple is red - 'Well, well, well that ends well. AAPL closed up $2.83 near its high of the day to $316.22, a new All Time Closing High (ATCH) by a dollar. Volume was moderate at 44M. AAPL has now fully recovered from two dips as deep as $275, -12.6% after WWDC, select product price increases, and continuing geopolitical uncertainty in the Middle East w/US and Iran. AAPL’s intraday high of $316.53 fell short of the $317.40 set on June 8, 2026, and $316.94 on June 3, 2026, day after WWDC keynote. But I suspect AAPL will get there and then some. Of note there is still considerable short interest out there, plus Q3 FY2026 earnings coming up in precisely 3 weeks, and new products to be introduced in 2 months, 1 week, at least the first wave. Cheers to the longs!'
on Premarket: Apple is red - 'So for those who are checking Apple Stock price this afternoon. Quote from CNBC site. 07/09/2026. 2:12PM Apple Stock 314.52 quote price arrow up+1.13 (+0.36%)'
on Premarket: Apple is red - 'There is a story posted in the Apple stock app about a company that has a way to run an LLM on an iPhone. https (colon) //stocks.apple (dot) com/AeKp0tXt7S9-YFUPNE9-n1g This is interesting for a couple of reasons. One is that they are focused on doing this with an iPhone and not needing a data center. It speaks to the capability of Apple hardware. Where Apple has been beefing up the M series hardware to better run AI models, this technology provides different mathematics that can run a powerful LLM with much less memory. According to the article this is a commercialization of something developed at CalTech. It’s a little curious that they are focused on the iPhone. Certainly a larger addressable market, but I would guess this would run even better on a Mac Studio with more RAM. Many businesses are looking at this as a way to use AI while keeping all of their proprietary data and other information on-site.'
on Huawei is the big winner of China's 618 shopping festival - 'Omdia just reported Apple grew share in WW PCs from 9.2% to 11.1% Q2 ’25 to Q2 ’26.'
on Premarket: Apple is red - 'Approaching 1pm in New York and the four major indexes are now in the green with the Russell 2000 small cap index up 1.23% followed by the NASDAQ Composite which is up 0.93%. Apple is now up $1.27 or 0.41% at $314.66. The shares have been as high as $315.50 today in early afternoon trading. Cisco Systems is up $3.87 today at $117.69. The all-time high for the shares of $130.37 was set on June 4th. Goldman Sachs is countering a recent downturn in the share price with a $31.78 gain so far today as the shares trade at $1061.42. Morgan Stanley is ahead $5.41 at $223.48. PNC Financial is also up today. The shares are trading up $3.95 at $259.48. It’s a good day for the financial sector.'
on Premarket: Apple is red - '“Max pain moves down $2.50 to $302.50…” Ah, options: Always an AAPL downer. But less so year by year. And look at that present valuation: 37.6! As they say in the wine country, not too chablis! Quarter by quarter, Apple will build its EPS, partly by actually growing its earnings, and partly by using excess cash to decrease its float. For those, like yours truly, who are heavily invested in AAPL, and planning on being heavily invested in AAPL for the foreseeable future, both approaches to growing EPS are positive. Yes, there are ways to get richer quicker, but for folks on fixed income, investing in AAPL is both profitable and relatively safe. Which, IMO, is why AAPL is getting these high valuations in the first place. It’s a nail-biting world out there….'
on Wedbush's Daniel Ives has become a merchant bank - 'Weird comparison given baseball is falling further and further out of favor in sports these days.'
on Apple scores a 'staggering' 87 Emmy nominations - 'Nice to see Michael J Fox get a guest actor nomination for Shrinking. Such a shame that Parkinson’s has robbed him (and us) of so much. The Apple TV biography doco on his journey is also well worth watching.'
