Neal Guttenberg on Proof that the Chinese prefer to buy new iPhones that look different from the old - 'I didn’t see any “proof”. Did anyone else? Seems like lots of word salad going on here. Apple’s phone business growth has, from memory, always been a bit spasmodic. I don’t think that changes.'
on Premarket: Apple is green - '”Thank goodness for a cooler heads.” Long live the can’t innovate king of Apple management…Tim Cook.'
on Premarket: Apple is green - '@Kemble Mr. Market is not happy with the forecast of ~$180B in CAPEX. I was listening to the call and watching the after hours stock price. It had been up about 2-3%. Just after the CAPEX was announced the price dropped and went negative 1-2%. They touted Gemini a lot but it was all generalities saying that it is growing, improving, getting more useful. The one hard number I recall is that there are now ~750M users. No mention of how engaged they are or whether any of them are paying customers or just window shoppers.'
on Premarket: Apple is green - 'Google beat on top and bottom lines, with a noteworthy 47% revenue growth in Google cloud, but forecast 2026 Capex end of 180B vs street estimates of 120B. Clearly Goog leadership believes the AI trade still full steam ahead, (SMCI results showed same yesterday). Still, my guess is Apple will continue to benefit as a safer AI play with some level of rotation into Apple from other AI large Capex plays over the next year (I own both names and many more, but Apple still my largest position by far). I mentioned mid last year I had sold a lot of Apple in 2024 and early 2025 to de risk my Apple concentration somewhat, had stopped only due to tax implications, and planned to sell more Apple once the new tax year started to continue my diversification strategy. Now that we are in the new year, I’m going to hold all Apple for a while looking for the steady tick up over months as they have proven material growth for multiple quarters, their headwinds are FAR less than mid 2025, and some exciting growth theses in the hopper. Most importantly IMO, Apple leadership once again shows, like the Millenium Falcon, “they still got it where it counts”, as they have proved material growth in advance of revamped Siri/AI infrastructure consolidation, etc. (and the ability to still be consistently raising margins, I mean my goodness……).'
on Apple delivers a pair of post-blowout pops - '“Apple’s decision to stay out of the AI arms race seems like a smarter play today than it did six months ago.” They have been saying it for a while, but now I think they believe it.'
on Apple delivers a pair of post-blowout pops - 'Investors nor voters don’t always know best, do they.'
on Premarket: Apple is green - 'If the analysts were anything other than reactive, if they had any foresight, they could’ve seen this coming months ago. Just like, as you said, it is old reasoning for us. If only Apple had pumped a 100 billion or two into infrastructure that will quickly depreciate. Missed that opportunity! /s/ Thank goodness for a cooler heads.'
on Premarket: Apple is green - 'And Google’s reported earnings: Google Cloud revenues up 48%, consolidated Alphabet operating income up 16%, operating margin at 31.6%, net income up 30% and EPS up 31% to $2.82/share. And the stock spiked down 6% after-hours before bouncing almost straight back up to being off 0.6%. Someone just lost and someone else just made a lot of money!'
on Ben Thompson: Apple's got the TSMC blues - 'Yeah, This stuff gets planned out 3-6 years in advance, not 6 months as Ben suggests'
on Premarket: Apple is green - 'BTW, AAPL just caught up with the market cap of GOOGL, and NVDA is now in range…. Also: “Beloved 50-year-old tech giant quietly raised dividends in 2026 Apple fans got some welcome news tucked into the company’s blockbuster earnings report: the tech giant is raising its dividend. The iPhone maker announced its Board of Directors declared a cash dividend of $0.26 per share, payable on February 12, 2026, to shareholders of record as of February 9. That’s up from the $0.25 per share Apple (AAPL) paid in the year-ago quarter. It’s not a massive increase, but for a Dow Jones Industrial Average component sitting on $145 billion in cash and marketable securities, it signals confidence in the business despite some challenging headwinds ahead. “During the quarter, we returned nearly $32 billion to shareholders,” CFO Kevan Parekh shared during the earnings call. “This included $3.9 billion in dividends and equivalents and $25 billion through open market repurchases of 93 million Apple shares.” Valued at a market cap of $3.8 trillion, Apple accounts for nearly 6% of the S&P 500 index. Read on to discover if Apple is a dividend stock ripe for your portfolio.” – The Street'
on High praise for Apple from Bloomberg Technology - 'Ahhh! Now we know Elon’s secret. Of course there’s the pollution issue in launching all those climate saving satellites. “The only winning move is not to play.” Plus “unintended consequences” of blocking the sun. Agriculture? Let’s just go to first cause and limit population growth.'
on Macalope: Now is the winter of our Apple discontent - 'This article, on the Wyden/Van Hollen letter on ‘Trump playing favorites with tariffs’ https://www.npr.org/2026/02/04/nx-s1-5698264/trump-wyden-van-hollen-tariffs-politically-connected-companies ?'
on Macalope: Now is the winter of our Apple discontent - 'Greg Lippert said: “I remember Apple seemed to stand more on its principles.” **I understand, Greg…and I remember when I used to run 6 miles every day at lunch when I was in my forties…but that was then. As you’ve mentioned many times on Apple 3.0, this administration has changed everything and, IMO, Tim Cook is doing what must be done as the C.E.O. of Apple. Those AAPL shareholders who continue to criticize him would be as upset as the rest of us if he acted according to his own standards and AAPL dropped 50% as a result. I agree with you…Tim Cook is “still a great C.E.O. for Apple”.'
