Bart Yee on Apple's mixed Q3 2026: What the talking heads are saying - 'I’m going to say this once: in this Bloomberg video, Gurman gives a cogent and straightforward assessment of the raw numbers, the supply issues and headwinds that Apple is facing, and poses pertinent memory supply questions. He actually sounded like a professionally competent tech guy. No snark, no sensationalism, little criticism since Apple is having to deal with the same industry wide memory cost issues every one else is dealing with.'
on WSJ: Apple gave $25 million for Trump's ballroom - 'Bribery or extortion? A matter of perspective I guess.'
on WSJ: Apple gave $25 million for Trump's ballroom - '‘Ugh’ indeed. This is Apple’s brand, a brand that is an expression of design excellence, with a human centric, intuitive, purposeful and refined approach being associated with Trump’s tasteless faux period pastiche, that is ego centric rubbish. Trump is a tacky embarrassment. He’s like one of those big slab birthday cakes, gaudy sugary icing with artificial colours over a tasteless, cardboardy sponge cake. No one likes it but they politely shovel it in their mouths. Please get rid off him and have some grown ups put in charge.'
on WSJ: Apple gave $25 million for Trump's ballroom - 'Jobs wouldn’t recognize the country now! Consider the options.'
on Apple's mixed Q3 2026: What the analysts are saying - '@Robert “ …without any indication of a ready pathway for monetization. “ See Andy Jassy’s clear earnings call primer on the compelling monetization pathway of data center buildout. This is no criticism of Apple’s chosen path (aside from Cook’s slavish response to Trump’s “boss man” demands for self-aggrandizing tribute) but, any criticism of data center infrastructure buildout was premature and off target.'
on Apple's mixed Q3 2026: What the analysts are saying - 'Richard: Let’s look at some numbers: Apple ended June trading at $289.36 Apple ended July trading up $19.45 or 6.72% at $308.91 Over the same period: DJIA is up 0.32% S&P 500 is down 0.13% NASDAQ Composite is down 3.2% Year-to-date: Apple is up 13.63% Microsoft is down 3.91% Amazon is up 17.66% DJIA is up 9.20% S&P 500 is up 9.41% NASDAQ Composite is up 9.17% Even with today’s big sell-off the company is outperforming the big cap indexes on both 1-month and YTD comparisons. I’m not reading more it the post-earnings price action in Apple than an adjustment to pricing based on a re-evaluation of expectations following June quarter results and September quarter commentary.'
on Apple's mixed Q3 2026: What the analysts are saying - 'It was fairly precipitous, but it’s not the first time. “These are not the ‘droids we’re lookng for. Move along….”'
on Apple's mixed Q3 2026: What the analysts are saying - 'The price drop after the earnings report was what I was worried about, especially after the quick rise in share price in the run up to this earnings report. I have been busy and haven’t had a chance to really digest the report but on quick examination, it looks good and Apple remains in good shape despite the high percentage loss today. It is better to have excellent demand but with supply chain issues than have excess supply and not enough demand. With this in mind, it probably was a good time for Apple to be raising prices. I am also guessing the supply constraints are scaring the traders and thus the big exit today. My guess that the long term investors are holding pat. I see no reason to sell right now except if you need the cash(or you see something better in the markets) I know that TC wanted things in good order turning things over the Ternus so maybe Apple reported the worst case scenario so that on Ternus’s first quarter things will look much better? One can always hope.'
on Premarket: Apple is red - '@Joseph: I just posted my thoughts on the: “Apple’s mixed Q3 2026: What the analysts are saying” thread.'
on Apple's mixed Q3 2026: What the analysts are saying - 'People are always looking for a boogey man they can blame something on. Options are a common scapegoat, for changes in a stocks valuation, and comes from those with little to no understanding of what makes them move. Options are reactive in nature. Options pricing follow changes in the underlying stock pricing. The stock moves first and the options follow.'
on Premarket: Apple is red - 'Now the stock app shows volume of 127M shares. Three or four times normal. I think it was a double whammy. Some people took profits in Apple and bought hyperscalers when they were perceived to be low. When the new Siri, the folding iPhone, the M6 and more come out this will be forgotten.'
on Apple's mixed Q3 2026: What the analysts are saying - 'Joseph – Amazon along with the other hyperscalers have amassed over $1 trillion of hidden debt. lycoristechnologies.com/blog/hyperscaler-off-balance-sheet-ai-debt/ “The most important number in Big Tech’s AI buildout may be the one that doesn’t appear in a standard debt-to-equity ratio. A new Nikkei analysis estimates that five hyperscalers — Alphabet, Microsoft, Amazon, Meta, and Oracle — now carry roughly $1.65 trillion in off-balance-sheet debt tied to AI, a figure that has grown about eightfold since 2022 and now exceeds the same companies’ combined on-balance-sheet debt of roughly $1.35 trillion. Put plainly: the liabilities investors can’t easily see are now larger than the ones they can.”'
on Apple's mixed Q3 2026: What the analysts are saying - 'And for all of the Dan Niles’s out there, yeah Kylo Ren but that’s Disney and the guy from Lost trying to spice things up more than a logical extension of the original intent of the original author. If Star Wars could just chuck that up to a multi-verse timey-whimy thing the franchise would be in much better shape.'
on Premarket: Apple is red - 'I decided to pick up some shares at $301. I realize that we may not have seen the total sell off yet, but it is for the longterm. Right as I made my purchase, I watched the stock price. It didn’t change any. 😉'
on Apple's mixed Q3 2026: What the analysts are saying - 'Maybe someone with more knowledge could answer this. I’m wondering how much of the drop is due to options expiring. As Robert wrote, Apple is still higher than just a short time ago. Could there have been some extra “push” to get the price down before the options expired, essentially using the downward momentum usually seen after earnings are reported? If so, would the price again rise some over the next few weeks because options trading caused Apple to be oversold?'
on Apple's mixed Q3 2026: What the analysts are saying - 'Wamsi Mohan’s BofA note has landed. Still a Buy at $380.'
on Best and worst Apple analysts: Fiscal Q3 2026 - 'Mebbe. What I think is much more likely is increased prices for the competition will make Apple products more popular than ever. This is the core thing most of the negative ANALysts miss.,'
