Robert Paul Leitao on Premarket: Apple is red - 'Index futures are mixed at close to 9am in the east. In pre-market activity Apple is off $0.48 at $283.67. Amazon is up $0.07 at $232.46 ahead of the bell after dropping $2.04 in Wednesday trading. Oppenheimer just raised its price target on the shares to $305.'
on What hyperscalers spend on AI infrastructure, Apple spends on buybacks - 'Every pundit, academic, and analyst wants to spend Apple’s money in their own way, having little knowledge of what it actually buys, creates, or eventually receives for that expenditure. And like a lot of acquisitions, personnel and new businesses, does it actually mesh with what your core business is, what you do best, and how well you run your company? When you try to reinvent yourself, does it always work, or does it cause a lot of disruption?'
on What hyperscalers spend on AI infrastructure, Apple spends on buybacks - 'Took a look at Laskin’s CV, he’s a spinmeister with no real experience actually doing anything. Why should his comments on the optics of Apples business mean anything?'
on Premarket: Apple is red - '“Challenger, Gray & Christmas”??? Thats a bit ominous for a jobs related company Especially EOY 🙁'
on Alex Kantrowitz: A Gemini-powered Siri is 'OK for now' - 'Bussiness Insider: “Google LLC is the largest and primary subsidiary under Alphabet’s umbrella. It retains control over all of the well-known internet-related businesses, including Google Search, Android, YouTube, Gmail, Google Maps, and Google Chrome.” I believe Google is alive and well.'
on Premarket: Apple was red, turned green - 'Hi, Bart. “ Today’s decline…might have been Apple buying back..” AFAIK, the stock drops when sellers outweigh buyers, and vice versa. Please correct me if I’m wrong!'
on Apple resists, India caves - 'If only the EU could understand the foolishness of their ways…. smh'
on Alex Kantrowitz: A Gemini-powered Siri is 'OK for now' - 'Apple and AAPL are looking better and better all the time…. Yes it is, and by this time next year i expect WS, not seeing the revenue growth (attributable to AI), will be scrutinizing the capex a whole lot differently than they are now.'
on Alex Kantrowitz: A Gemini-powered Siri is 'OK for now' - 'Kramer: It’s a write off for them. Jerry: How is it a write off? Kramer: They just write it off. Jerry: Write it off of what? Kramer: They just write it off! Jerry: You don’t even know what a write off is, do you? Kramer: No. Do you? Jerry: No I don’t!! – Seinfeld, Season 8, Episode 5 “The Package”'
on Apple resists, India caves - 'I had thought that this was a bargaining chip for India in regards to the Indian Government and Apple in a legal wrangle over new anti-trust laws in India. Maybe I was overthinking this…..'
on Apple resists, India caves - 'It almost seems like if you stand up to bullies, they might back down.'
