John Konopka on Premarket: Apple was red, turned green - 'Interest rates are headed up making it more costly to finance AI data centers. The ten year treasury just touched 5%. Oil is jumping. Diesel fuel is going up a lot which makes everything more expensive. Diesel #2 at my local station in CA is over $8. Maybe the Fed will raise rates. Apple is the safe haven, I’d guess. Oilprice (dot) com https (://) www(dot)marketwatch (dot) com/investing/bond/tmubmusd10y?countrycode=bx'
on 'Not some wild-eyed tech blogger foaming at the mouth' give Apple Duo thumbs up - 'And although it’s still rough around the edges, Siri AI is a revelation. It has helped me find, send or do many things that were not possible before. Some examples: 1)looking at a webpage with a list of events (like my kids school schedule, 50+ events) and asking Siri AI to add them to a specific calendar. Such a time saver. 2) Asking Siri to send a phone number of someone in my contacts to someone else without having to do any digging – even with CarPlay, hands free. 3) Having it find files or emails buried in the past and letting me do something with them.'
on Premarket: Apple was red, turned green - 'That last paragraph pretty much summarizes my thoughts.'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - 'Typically, I pick a Pro Max with my upgrade program every year. This year, I’m keeping my max and picking up a Duo. I think a lot of people in my cohort are doing something similar. At least, many are opting for a Duo this year instead of getting a Pro.'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - 'After the end of this September-mid/October 2026 (current promise delivery dates for the earliest pre-orders), I expect my wife & I to start seeing Duo’s in the wild out here. More than the number of people we’ve met that have used the Waymo autonomous driving service, just one and that was my friend in Miami, who was positive about it and gave me his experience feedback. Hence why the early adopters should expect to have folks like my wife & I approach them to ask what the Duo’s like & maybe allow for a freebie “can I hold it?” ask.'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - 'Again, this is one likely reason why Apple split the prosumer models off from the consumer ones. They can concentrate the months beforehand on just 2 models, instead of 4. It means that they will have more ready to ship sooner. This is a good thing, and I bet guidance shows so.'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - '” The forecast during the FQ4 call will be the most reliable indicator of expected volumes.” Absolutely. Ya gotta love GUIDANCE. I, personally, worship at the Altar of GUIDANCE.'
on This week's Apple trading strategies (9/14-9/18/26) - 'Philip: That’s my thinking as well. According to TipRanks his most recent note on Apple is dated September 1st. He also currently has Hold ratings on Broadcom and Alphabet. I can’t imagine him announcing a rating change publicly and a revision to the price target prior to the completion of a new note and a vetting of the note by the firm that employs him. In general I like Gil Luria’s work and the thoughtful and informed approach he takes to the enterprises he covers for D. A. Davidson.'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - 'With fewer new models, suppliers are focused on the Pro production. Leadtimes should be shorter as a result. To make the quarter’s numbers, Apple likely planned for higher pro production than last year. Not much to conclude from the lead times with too many variables. Reception of the Duo, as other’s pointed out, should be the tell for the next 45 days stock price action. The forecast during the FQ4 call will be the most reliable indicator of expected volumes. Staggering the launches is a gamble,'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - 'Mac Rumors was showing that some of the lead times were already well out into October. I would call that encouraging.'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - 'Sales were very good for those 17 models. Regardless, the Duo will sell out instantly and preorders will result in the site crashing. Can’t wait to see the reality of this new device being sought by Apple consumers.'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - 'This will probably put a dent in the recent rise in share price. But without knowing if apple built more or less than last year then a very unscientific measure and lacking real insight. I note the 18 Pro series reuses the same chassis, screen and probably quite a few other components so for all we know apple has been building these at scale for much longer than previous releases. Anyway I look forward to getting my iPhone 18 Pro Glacier on Friday. (returning my 15 Pro to my employer for someone else to use)'
on This week's Apple trading strategies (9/14-9/18/26) - 'The takeaway I got from Luria is that he may raise his target, but he’s not going to do it on TV.'
on Trump phone price hike - '…as an added bonus to buy the Trump phone, Donald will text you the night before with info on what he will say the next day. Only a $100,000 a month for the service. Betcha!'
on Mark Gurman: Apple's answer to the iPhone is ... another iPhone - 'Def a bit off-topic, but: Well a leopard can’t change his spots, but in the many otherwise useless bits of trivia I hold in my brain is the knowledge that frogs and salamanders can. And they can do so pretty quickly too, sometimes within minutes. Time will tell whether there’s really a new “Eddie”…'
