Recent Comments

  • Greg Lippert on Trump breaks Apple news - 'Or anyone else’s success as he crashes & burns & looks like a buffoon.'
  • John Konopka on It's Juneteenth tomorrow. What has Apple done for African Americans lately? - 'Apple runs Apple Developer Academies around the world. The only one in the US is in downtown Detroit. Not strictly an African American institution, it is in the heart of a very large African American community.'
  • Robert Paul Leitao on Premarket: Apple is red - 'Apple is up overnight $1.81 at $297.76. Index futures are green on hopes for a fast and orderly reopening of the Strait of Hormuz. Let’s see what the morning light brings to share price.'
  • Robert Paul Leitao on IDC: Apple's iPhone will defy gravity in 2026 - 'This is not competition for unit sales. It’s competition for customers. As Fred reminds us above, there are hundreds of millions of iPhone owners around the world that source their iPhones through the pre-owned market. At the lower ends of the global smartphone market there are vendors that will struggle to compete because competition is based on price, not brand or choose not to compete because margins are slime to none. Apple has an opportunity beginning this fall to lock in customers for periods of 3 to 5 years. Many of those that will choose to upgrade their iPhones this year and next year will tender a pre-owned iPhone for resale as part of the purchase contract. It’s a righteous cycle that benefits all Apple shareholders.'
  • John Konopka on Premarket: Apple is red - 'Bart Yes, that is what I was trying to reference.'
  • John Konopka on Premarket: Apple is red - '@Bart Thanks. That is an amazing video. Listening to the changes going on with Apple and Huawei in China is like watching videos of massive floods or earthquakes. The scale of the changes is huge. Interesting how Apple stores in China look almost identical to those in the US.'
  • Robert Paul Leitao on Premarket: Apple is red - 'All four major indexes closed lower on the day as market sentiment moved south in afternoon trading following this week’s FOMC meeting. Morgan Stanley, Goldman Sachs, JPMorgan and BofA all hit new all-time highs today and bucked the overall market trend. Vertiv Holdings, a data center supplier, jumped exactly 6% to $317.58 while 85% of S&P 500 components ended lower on the day. Apple closed down $3.29 at $295.95. The six enterprises with the largest market caps in the land all closed lower on the day, including SpaceX, NVIDIA, and Apple.'
  • Gregg Thurman on IDC: Apple's iPhone will defy gravity in 2026 - 'Whatever demand there is, it won’t be for AI in and of itself, it will be for the capability that embedded AI provides to the OS and/or apps that people actually use.'
  • David Wilson on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'That way it can be either late if it shows up next year, or early and buggy if it shows up this year! It’s perfect for him.'
  • David Emery on Premarket: Apple is red - 'Reminds me of “Apple Store” vs “Microsoft Store” (at the Tysons Mall)'
  • Bart Yee on Premarket: Apple is red - 'Here’s an English language video reciting and expanding on the same article. Probably couldn’t see this criticism in mainland China: https://youtube.com/watch?v=1rxnNwecqBs&is=mWKbkCORi5vwNH1Y'
  • Bart Yee on Premarket: Apple is red - 'John, there was a Mac Daily News article quoting the below article from CTN News, is this it?: Apple Price Cuts Spark Sales Boom in China While Huawei Faces Empty Stores https://www.chiangraitimes.com/china/apple-price-cuts-in-china/ This is a good and very candid read. If accurate, Apple iPhones are still going strong in China while Huawei is floundering in the same space. Further, this article calls out Huawei’s financial reporting, physical stores being empty, social media bullying (orchestrated by the company or its governmental ties?) and Chinese consumers turning away from blind patriotic buying becoming a concerning trend. With fierce EV competition in China leading to price wars, another article said Xiaomi is losing $5600 per EV sold, trying to build market share at the cost of profits, a classic Chinese (and Android) move, no wonder there’s concern that Huawei’s foray into EV’s will not reverse its revenue and profit slides. Link sent to Phil for possible discussion and posting.'
  • Lou Falek on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'Re: A tree fell in a dense forest, and no one heard it hit the ground. Did it make a sound? Well, it certainly made a vibration! If “sound” is defined as something that is perceived, and nothing was there to perceive it, then the answer is “No”.'
  • John Konopka on Premarket: Apple is red - 'Meanwhile Apple iPhone sales in China going very well while Huawei is suffering declines. (I posted this earlier with a link to the source but those posts disappeared.)'
  • Joseph Bland on Premarket: Apple is red - 'MSFT dropped 3.8% today, marking a (($555.45-$378.91)/555.45=) 31.8% (!) drop from its ATH earlier this year. It’s no wonder AAPL was pulled down in sympathy.'
  • David Emery on IDC: Apple's iPhone will defy gravity in 2026 - 'Mebbe. I still wonder if the actual Joe-Average-Consumer demand for AI is anywhere near as predicted by the Hyperscalers.'
  • Steven Philips on Premarket: Apple is red - 'Or put simply: Apple can really piss me off. But on balance I feel better about the company and it’s products than the alternatives.'
  • Gregg Thurman on Mark Gurman: Apple's AirPods with eyes pushed back one year - '”I guess he’s never worked” Right you are!'
  • Bill Donahue on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'Gotta love it, predicting the release for updated versions of a product that doesn’t exist yet.'
  • Bill Donahue on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'Especially when the “delay” is because Apple needed to develop visual-interpretation models. Which obviously they knew they needed to do it before they could immediately skip to shipping the new iPods.'
  • Bill Donahue on Premarket: Apple is red - 'I particularly like this: “Many customers aren’t evaluating Apple based on a single innovation. They’re evaluating the value of the entire relationship.” Which would be the reverse for how most analysts are interpreting Apple’s AI moves and announcements: evaluating Apple’s business and stock on “AI” (while conveniently refusing to clearly describe what they’re actually referring to when they toss around that term like a cudgel), rather than the value of the entire customer relationship.'
  • Joseph Bland on Premarket: Apple is red - '“Apple’s Latest AI Announcement Highlights a Mistake Most Founders Still Make” – Inc. on today’s Apple Stocks app. “Apple doesn’t just sell products. It builds relationships…. Apple’s latest WWDC announcements will undoubtedly spark conversations about AI, innovation, and the future of technology.   The more important lesson for founders is much simpler: The companies that create lifetime customers don’t view the sale as the finish line.  They view it as an introduction.”'
  • Joseph Bland on Premarket: Apple is red - 'AAPL hit $302.07 thus far (11:50 AM PDT). and has retreated to $295.20. For 5 market days thus far, that’s higher highs and higher lows, telegraphing a rebuilding process back towards the ATH of $317.40.'
  • Charles A. on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'Gurman is saying that the “next-generation foldable phone” will be coming in 2027. Further down in the full article, which PED did not quote, Gurman states that the rumored first-generation foldable iPhone is still on track for launch later THIS year.'
  • Steven Philips on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'I don’t know that!'
  • Steven Philips on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'C’mon, Bart! The engineers just got tired of working 10 years to get a tiny project right. They just decided to go home and forgot to come back – for 5 years! Thus the delay. Simple! 🙂'
  • Steven Philips on Reading in a moving car make you sick? There's an Apple app for that. - 'Too many of Apple’s apps are unknown. And that’s just the KNOWN unknowns! 🙂 I was going to suggest they create a comprehensive guide, but maybe they do in their online OS manuals in the bookstore. I haven’t visited it in ages. Maybe it’s time.'
  • Romeo Esparrago on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'I’m betting on something happening some time beyond tomorrow. Like the Crab Shack permanent sign, “Free Beer Tomorrow!”'
  • Robert Paul Leitao on Premarket: Apple is red - 'The major market indexes are mixed as we approach the noon hour in the Big Apple. Our favorite equity named Apple is currently off $2.20 at $297.04. Broadcom is up $19.82 at $396.53. Morgan Stanley, a big financial name along with Goldman Sachs in the SpaceX IPO is up 2.76% at $226.93. GS is up 2.40% at $1,116.84. On the S&P 500 components trading in the red today outnumber components seeing higher share prices. Robinhood Markets is leading the index to a modest gain on the day. The shares are up 10.28% at $106.65. Applied Materials and Western Digital follow Robinhood on the leaderboard. On to afternoon trading!'
  • Joseph Bland on 'We rebuilt Siri from the ground up, literally, tore it to the ground' - 'Hi, Bart. I’m calling her Smart Siri….'