Bill Donahue on Premarket: Apple was red, turned green - 'I saw some of the lambasting of the new Ferrari EV but not that it was designed by Ive. Why on Earth would Ferrari do that, given the wild success of pretty much every new car it’s ever released??'
on Why BofA Securities raised its Apple price target $50 to $380 - 'Does anyone have any idea what financial assumptions are behind the estimates of significant revenue increases from consumer AI access/use? And not just for Apple – for all the tech co’s. Given that all of the data so far makes clear that people aren’t willing to pay for access to LLMs and more and more big corporations are realizing that paying to introduce significant AI into running their businesses is costing more than it’s increasing revenues (Starbucks being the latest), AI as a financial boon for tech co’s seems to me to be more like a religious belief than anything grounded in reality. It all seems to pretend that people just have extra money sitting in their pockets doing nothing that they are just waiting to spend on AI. It all still seems to me to be just the next disruptive tech that the big tech co’s are pushing in hopes of getting a more favourable chunk of ad revenues, meaning basically a zero-sum race.'
on Premarket: Apple was red, turned green - 'The DJIA is in the green this morning, powered higher by P&G which is up 3.31% at $147.69 and Nike (finally!) which is up 2.68% at $46.15. Even Home Depot is rising on this Wednesday morning! The shares are up 2.27% at $317.60. 21 of the 30 components are in the green today, including Apple which is ahead $4.33 or 1.40% at $312.66. The shares set a new all-time high of $313.26 per share in early trading.'
on Premarket: Apple was red, turned green - '@Robert: Interesting equities to be following. Thank you for the list. One of my “Apple Dividends” stock has been on a tear as of late that has been very enjoyable: AMD. Apparently, they are the stock market’s version of “Avis” (We try harder as we’re # 2) to Nvidia (“Hertz”). I haven’t purchased anything for the last few quarters with my recent Apple dividends. I’ll follow these on your “list” and keep my eyes open. Thanks as always for your very informative postings.'
on Premarket: Apple was red, turned green - 'Hi, Michael. Yep. Excerpt From “Former Ferrari Boss Slams Luce EV: “Take The Prancing Horse Off”” Dan Mihalascu Autoblog https://apple.news/ATSbHot-XRY-w4ucXThrSrg This material may be protected by copyright. “Former Ferrari Boss Slams Luce EV: “Take The Prancing Horse Off” The day after Ferrari unveiled its first-ever electric vehicle, it is becoming quite clear that the Luce is the most controversial production car in Maranello’s history. It’s not just the fact that it’s battery electric; the design is also very uncharacteristic for the brand. It looks so unlike any other Ferrari in history that you’d be hard pressed to recognize it as a Ferrari if you stripped away the prancing horse badges.” Horsepower vs kiloWatts…. Also, folks forget that batteries STORE energy, not generate it. A pure battery care is as clean and fuel efficient as the process for both generating the energy AND distributing it. There are no free lunches.'
on Premarket: Apple was red, turned green - 'Disclaimer: I am not recommending or endorsing any equity for purchase. I’m continuing a conversation with Michael Goldfeder about equities other than Apple I find of interest for reasons that may be unique to me and my personal interests. @Michael Goldfeder Below are a few of the equities outside of Apple I consider of interest today. This is not a complete list. It’s a sample of names I have under review for purchase at this time: Blue Owl Eversource Energy Bristol-Myers American Tower Federal Realty DTE Energy In my research these equities have high ratings and are attractive total return candidates for investment. Again, my criteria is highly subjective and each investor should perform their own due diligence on the suitability of any investment for purchase based on their individual needs and objectives.'
on Premarket: Apple was red, turned green - 'I’m chuckling to myself thinking about that “voice improvement technology” added to the Trump Phone….'
on Premarket: Apple was red, turned green - 'A better way? Give it to me! I’ll use it wisely. I promise! 🙂'
on Premarket: Apple was red, turned green - 'Michael: Why are they called “electric” vehicles? I don’t call my battery-powered flashlight an electric flashlight or my battery-powered radio an electric radio. Apparently Ferrari is using advanced techniques to “augment” the sound of the car for drivers. Maybe the Jony Ive designed phone will augment the voices of callers so each person sounds more pleasant to the phone owner. It will take something special to compete with the iPhone.'
on Premarket: Apple was red, turned green - '“Looking forward to the phone Jony Ive will be releasing to compete with Apple’s iPhone.” love it! Made my day'
on Premarket: Apple was red, turned green - 'A bit OT, but I was reading yesterday that Ferrari unveiled its first electric vehicle. Price tag somewhere around $640,000.00. It was designed both on the outside and inside by Jony Ive. This vehicle was ravaged by those in the industry who said it doesn’t look like a Ferrari amongst other derogatory comments and opinions. As expected in this sea of negativity, the stock of Ferrari took a major hit. Looking forward to the phone Jony Ive will be releasing to compete with Apple’s iPhone.'
on Premarket: Apple was red, turned green - 'Thanks, PED! AAPL jumps to 312.55 early, setting a new ATH. AAPL is now up 55.6% from a year ago…. I keep thinking about Apple finally figuring out a better place to invest it’s growing free cash flow than buybacks, and having all that cash available to use – without borrowing a single penny….'
on Why BofA Securities raised its Apple price target $50 to $380 - 'PED is biking, and Bart is posting here as well, so a good place to begin the day, hopefully without the personal digs on yours truly’s math skills, which he has long admitted are not to be trusted. I just took a gander at the 1, 2, 5, and 10 year percentage changes, showing a gain of 53% over the last year! But the 2 year chart is much more sobering, showing a 62% gain, or basically a 12% gain in the previous year. The 5 year gain is 147%, and the 10 year gain is 1,129% Comparing that to the Nasdaq, we see a 1 year gain of 39%, 2 year at 56%, 5 year at 94%, and 10 year at 440%. That’s pretty darned good, and can make you wonder if just investing in a Nasdaq fund wouldn’t have saved a lot of angst. But there are a lot of companies which I would have then “supported” with my investment dollar that I would rather not, from an ethics POv (I’m looking at you, Meta, and the rest of the personal data vultures). With Apple, that’s never been an issue, and actually a point of pride. Anyway, here’s hoping for back-to-back 50%+ years from AAPL, and possibly even more 50%+ years following that! Thumbs up to my compatriot Apple longs!'
on Why BofA Securities raised its Apple price target $50 to $380 - 'BTW, despite closing down 0.49 to $308.33, Apple did set a new intraday day high of $311.82, and a new all time intraday low-high of $307.67, it’s 4th in four sessions. IIRC, Gregg is following this stat. Will we see a new low of $308.50 or above, and a close above $310-312 sometime this week?'
on Why BofA Securities raised its Apple price target $50 to $380 - 'At 8:00am EDT, AAPL in premarket trading is slightly red at -0.29. DOW Futures are flat at +4.00, Nasdaq Futures are +193 and S&P Futures are up +12. Should be an interesting day today.'
on Why BofA Securities raised its Apple price target $50 to $380 - 'I visited the local mall and got my screen protector replaced… by the local Apple dealer. (We don’t have Apple Stores here but Apple approved retailers which mimic them), That got me talking to an friendly service rep… who while applying the new protector to my phone began chatting… His initial query was quite interesting – “How are you finding the iPhone Air?” So we had a bit of a chat about that. Short summary – I love it, battery life is not an issue, we are never far from charging these days, my daily portable is an iPad Pro which supports charging, so I also have a large power bank with me at all times… so battery life not an issue, but the camera is the only thing I am finding limiting, not for quality but FOV on close shots. So, I got into why he’s asking? And he says just curious… not too many people go for the Air – mostly 17 and 17Pro, air seems to be a niche. Same with laptops…. MacBook Air and now neo are flying… Pros are speciality clients – they know they need it and they come right in for it. Apple is in rude health on key lines in their phone, computer and tablet series…'
on Premarket: Apple is green - 'Very few investors, institutional or retail, and technology leaders see the future of compute the way that Apple does. They are after the fact thinkers that rely on results. Results are always past based metrics. Vision stops at tomorrow.'
on Why BofA Securities raised its Apple price target $50 to $380 - '” Prospects of two to three years of high single-digit revenue growth” I strongly agree with that. Personally I suspect this WWDC will be the starting point of a whole technological paradigm. Outlandish? Nope. I think Apple has been working towards this moment for 10 years (maybe longer). That’s why the adoption of BSD UNIX as the foundation for NeXT’s Mach Kernal and RISC and Apple designed silicon., particularly SoC, Neural Engineer and cellular radios. The things Apple wanted to do, the places Apple wanted to go couldn’t be done with off the shelf components. Once you open the door with proprietary silicon and a Unix based OS you’ve opened the door to a while new world of capabilities, limited only by your imagination. Microsoft’s, Intel’s, Qualcomm’s imaginations were limited to protecting their turf, to dominance in their fields, not the future of technological capabilities. Steve Jobs and the team he hand crafted did and they weren’t afraid to set out on that very long path. I’m looking at a much longer run than 2 – 3 years. Cook positioned Apple to act on Jobs vision, Ternus is the hardware guy to take us there. Five Trillion Dollar market cap is just a stepping stone.'
on Premarket: Apple is green - 'I agree completely, John. Gary Marcus had an article up last week about the real risk that a SpaceX’s wildly inflated IPO value will pose to all index fund holders, most of whom have no idea what’s in their index fund and in what proportions. Apparently major indices have both shortened the period before index entry eligibility and got rid of the profit requirement, in anticipation of SpaceX’s public trading. That Musk is also only allowing the sale of a very small percentage of the company’s shares to be made available in the IPO just adds to that risk, I’d say.'
on Premarket: Apple is green - 'Gregg: You are being patient and kind taking time to even read his posts. Following your cue I wanted to better understand your post. I read the beginning of this gentleman’s “understanding” of the accrual basis of accounting and accounting rules. I genuinely feel sorry for him. I need to leave it at that and move on… Thank you for being gracious. I am striving to do the same. I wish him well.'
on Premarket: Apple is green - 'Did anyone notice AAPL retreated after the rumour of problems with the iPhone “fold” circuit board? I think there was a similar retreat from near ATH after supposed issues with the hinge. Most likely these rumours are at best half right and inconsequential for iPhone delivery but useful to suppress the price when it gets away from shorters.'
on Why BofA Securities raised its Apple price target $50 to $380 - 'Daniel: Simply put to reach anywhere near $380 per share Apple has to meet high expectations for WWDC 2026. I’d like to see the company more than meet high expectations. Apple products can be the doorways through which consumer around the world enter the AI world and for millions and millions of power users the iPhone and the Mac may be the devices through which they navigate a whole new world of computing opportunities. In my view, WWDC has been two years in the making. If Apple indeed delivers, we will have a much more scenic location from which to have a conversation.'
on Why BofA Securities raised its Apple price target $50 to $380 - 'Fred: At $380 per share Apple’s market cap would be in the range of $5.5 trillion. I’m already looking beyond the $5 trillion market cap marker. In my view, if Apple delivers to high expectations at WWDC 2026 (or even just beyond high expectations) it will benefit Apple’s full platform of products and services by strengthening the iPhone’s halo effect while widening the company’s economic moat and raising barriers to competition. Prospects of two to three years of high single-digit revenue growth and low double-digit net income growth would propel the shares into a higher trading range. $380 per share is about 23.25% above today’s closing price.'
on Why BofA Securities raised its Apple price target $50 to $380 - 'Cool, thanks. $5T is about 10% more – only a matter of time.'
on Why BofA Securities raised its Apple price target $50 to $380 - 'Barron’s today is talking about a run to a $5 trillion market cap. I’m sending the links to the stories through the Apple 3.0 Slack group.'
on Premarket: Apple is green - 'What a day! Apple rose to an all-time high of $311.82 from Friday’s closing price of $308.82 before closing down $0.49 at $308.33. The S&P 500, the Nasdaq Composite and the Russell 2000 small cap index all reached new all-time highs during today’s session.'


