Romeo Esparrago on Apple's new London venue is perfect for immersive video - 'Luv it!'
on Premarket: Apple is green - 'The tech-heavy NASDAQ Composite set new all-time highs today, rising 122.18 or 0.45% to finish at 27,244.28. The S&P 500 is within reach of eclipsing the current all-time closing high of 7.798.99 set on August 13th. Apple did set a new all-time trading high today of $345.34. The shares closed at $339.75, up $0.77 on the day and just $.04 below the all-time closing high of $339.79 set on July 28th. In overnight activity Apple is currently trading up $0.74 at $340.49.'
on Premarket: Apple is green - 'I’m guessing the duo demand is gonna be off the charts, new form factor, exciting new changes and I think the stock should see a pop over the next quarter'
on Flying to Toulouse, biking to Bordeaux - 'With new Macs, Apple aims to take on Microsoft, Nvidia in a rush to lower AI costs Summary • Mac Minis and Mac Studios can cost nearly $20,000 and handle AI tasks locally • Apple has 4.6% of enterprise desktop and laptop market versus 91.3% for Windows, IDC says • Apple pitches scaleability of on-device AI models as chips share common principles and designs “When Apple’s (AAPL.O) new desktop computers start shipping Tuesday, the company’s executives will make an unusual pitch to corporate buyers: They are cheaper than renting data centers. Apple’s upgraded Mac Minis and Mac Studios which can cost nearly $20,000 and handle AI tasks locally will go head-to-head against new desktop machines that Nvidia (NVDA.O) and PC makers are rolling out, expected to be the focus of a Microsoft Windows (MSFT.O) event in San Francisco next month. The new Macs are aimed at more intense AI tasks such as writing code or carrying out complex business work without paying for “tokens” — the fundamental unit of AI computing — from cloud leaders such as OpenAI or Anthropic. Apple hopes its experience squeezing performance out of battery-powered devices like iPhones will help it take a bite out of Microsoft’s home turf. But it’s a steep challenge: Apple has about 4.6% of the enterprise desktop market versus 91.3% for Windows, according to IDC’s Linn Huang.” “While Mac Studios were initially aimed at content creators editing videos or music, Apple has quietly slipped in exotic AI features, such as bespoke chip-to-chip networking called RDMA over Thunderbolt, over the past two years. At its launch event this month, Apple showed four Mac Studios strung together to run an AI model with a trillion parameters — a measure of complexity — to find and fix a graphics coding bug. Such tasks usually require a data center, but the stack of Macs runs off one wall outlet. “Once you have the machine on your desk, you’ve paid for it. And I believe we provide absolutely great value, not only in terms of performance, but cost,” said Johny Srouji, Apple’s chief hardware officer. “There’s no cost per token. You’re just using the machine again and again.”” Excerpt From “With new Macs, Apple aims to take on Microsoft, Nvidia in a rush to lower AI costs” Stephen Nellis Reuters https://apple.news/ANNrs75FBQTyl1DSZ-nMiwA This material may be protected by copyright.'
on Premarket: Apple is green - 'Bart, I think institutional buyers could be holding back a bit (starting today), waiting for confirmation is Duo demand through pre-orders. They have nibbled, but haven’t committed.'
on Premarket: Apple is green - 'Hi, Bart. By 2:15 PM over 40 M shares were traded. I highly doubt the difference was due that much to after-hours trading. As I pointed out yesterday to John , you have to wait a bit to get the true EOD AAPl volume. Note that volume is still under average (which is 53.3 M trades), but not unduly so. Also, the selling was on top of a spike over $340/share from post-pre-market buying. LOTS of volatility from options! This coming quarter will be very interesting! Of course, there’s the ancient Chinese saying about living in “interesting times”….'
on Premarket: Apple is green - '@Joseph: Hope shorts enjoy covering at these higher price levels: Short interest was (141.606) Million as of July 31, 2026. 2.42 Short interest was (116.327) Million as of August 14, 2026. 2.52 Short interest was (139.749) Million as of August 31, 2026. 3.53'
on British GQ considers the iPhone Duo - 'I contend there will be a setting to switch menus to either right or left hand usage, i hope to hell that is the case…'
on British GQ considers the iPhone Duo - 'I also expect that Apple’s metaphor of the Duo being like a notebook was a key view. There are no left or right handed notebooks. Nor left/right handed paperbacks. We will find out if that was a proper viewpoint when people actually handle the device.'
on Apple's new London venue is perfect for immersive video - 'Stones for the main event, Radiohead for the encore.'
on British GQ considers the iPhone Duo - 'Hi Romeo, Good question. Let me reply with a question informed by my experiences as a left handed person: when you get home carrying a bag of groceries, which hand holds the bag and which operates the keys when you have to unlock and open the door? For me my right hand holds the bag and left hand unlocks and opens the door. So why does this matter? Well for me being left handed, holding my iPhone with my right hand frees my left hand to do the more precise work (ala operating the keys to unlock the door) of operating the phone’s touchscreen. So IMHO the Duo is better for left handed people, not worse. Same goes for the QWERTY keyboards that most of us use. You can take a sip of your coffee with your right hand while your left hand is typing.'
on In India, demand for Apple's latest has been 'phenomonal' - 'Gifting makes it free to the recipients. Doesn’t get any more affordable than that.'
