Bill Donahue on Making sense of Apple's 4.8% gain on 'artificial Friday' - 'That’s quite the slant, when the cause and blame rests entirely on the hyperscalers.'
on Making sense of Apple's 4.8% gain on 'artificial Friday' - 'This is fascinating. TheAtlantic.com had an article on price increases, where they -changed the title-. I didn”t capture the previous title, but it was a lot more perjorative than the current title. The subtitle remains “Apple is charging you an AI tax.” https://www.theatlantic.com/technology/2026/07/apple-prices-macbook-memory-shortage/687781/ It does mention, fairly far down the article, that memory price increases are across the industry. But it prefaces that with an implicit “Apple should just eat price increases.” Disappointing!'
on Counterpoint: Apple is snapping up 29% of the foldable screen supply - 'I still do not find value in a device that requires more effort to use, and is shrouded in compromises: Cost Quality Durability'
on Tim Cook is tying up loose ends before the handoff - 'There are only three keys to successful investing: Management, Management, Management. Since 1997 Apple has led the consumer tech sector (70% of total tech dollars spent) by a mile.'
on Tim Cook is tying up loose ends before the handoff - '<> No. And I still do not. Why he would? I only have a feeling that if you play with a fire named Trump you are going to get burned. Golden gifts and his presence on command around the world helped Apple and was, perhaps, unavoidable to have to support the man who epitomizes everything that Steve Jobs and Woz founded Apple to fight and then, with the Mac, threw the world’s most memorable hammer. The Lord alone (and if the Devil is not on speaking terms with Him maybe not) knows what threat was given and what gift was refused to be given under duress. Tim Cook did not, I think, step down so much as tripped over some sort of political landmine. Just a guess, a hunch if you will.'
on U.S. Markets are closed to start the July 4, 2026 weekend - 'What a weekend. 250th birthday. World Cup. Wimbledon. Tour de France. I will be sitting in front of the TV most of my waking hours the next few days.'
on Tim Cook is tying up loose ends before the handoff - 'Thank you Tim Cook, for such a great job, from beginning to end. He may not be setting off fireworks at home, but he sure set off fireworks in my 401k.'
on U.S. Markets are closed to start the July 4, 2026 weekend - 'Happy 250th! I’m in World Cup heaven. Back to reality after July 19th, unless my team wins it all.'
on U.S. Markets are closed to start the July 4, 2026 weekend - 'From the looks of that photo, you forgot to say stay stoned! Markets are closed but apparently the dispensary is open!'
on Premarket: Apple is green - 'Congrats Raj and to your cojones of steel. I wanted to make a similar bet (albeit smaller) but in the end didn’t trust the market and didn’t want to risk my cash. Well done!'
on Apple's contempt in Epic case goes to the Supreme Court - '@Bart: Thank you for those postings. Have a nice holiday weekend to you and everyone on Apple 3.0.'
on Apple's contempt in Epic case goes to the Supreme Court - 'Continued 3. E-Commerce Comparison: Amazon & eBayDigital marketplaces charge fees that often add up to Apple’s rates, but their fee structures are unbundled. • Amazon: Amazon charges a baseline 8% to 15% “referral fee” (commission) on the sale price of an item. However, if a seller wants Amazon to store the product, pack it, ship it (Fulfillment by Amazon), and advertise it via sponsored links, the total fees typically consume 30% to 45% of the product’s selling price. ((Gee, Apple hosts, downloads, uploads, delivers, secures, policies, and helps monetize developers apps in a private and secure manner that users expect and trust.)) • eBay: eBay generally charges a base final value fee of 12% to 15% depending on the category, plus optional fees for promoting listings. ((eBay also charges a fee based on the shipping charges)) The Difference: On Amazon or eBay, the higher fees are optional. A seller can choose to handle their own shipping, customer service, and external marketing to keep their fee at just 10-15%. Epic Games’ core argument is that Apple does not give developers a choice; it charges a near-30% flat fee regardless of whether the developer uses Apple’s payment system or handles everything themselves on the web.” “If you’d like, I can provide more details on how Apple’s Small Business Program lowers commissions to 15% for smaller developers, or explain how Epic Games’ parallel lawsuit against Google’s Android store turned out. Which would you like to explore?” And that’s where I stopped. Hope it was of interest to you.'
on Counterpoint: Apple is snapping up 29% of the foldable screen supply - 'I hate those creases to pieces! 🙂'
on Counterpoint: Apple is snapping up 29% of the foldable screen supply - 'One word, like the rest of us that age… Creases.'
on Apple's contempt in Epic case goes to the Supreme Court - 'I had an extensive conversation with Chatgpt when Apple was found in contempt. How can you contemptuously violate the “spirit” of a ruling when you are complying with the actual language of the ruling, I asked? For one thing, both sides appealed the actual language of the orders. The original appellate decision was based on the actual language. If Epic thought the actual language prohibited what Apple did, Epic either failed to raise the issue, or they lost on that issue, and res judicata prevents them from raising it in a subsequent proceeding.'
on Premarket: Apple is green - 'Almost 72M shares at the close. Just over $308. Love it. Interesting changes in market cap: NVIDIA: 4.719T AAPL: 4.533T GOOG: 4.346T Apple is not that far off from retaking the market cap crown as they approach their all time high. Oracle is about to test their 52 week low. NVIDIA is almost 20% off their high. MSFT is about 30% off their high. SpaceX is about 28% off of their high. Pretty amazing to see billions of dollars sloshing around like this.'
