Robert Paul Leitao on Premarket: Apple is red - 'Broadcom rose $19.54 or 6.21% in today’s session to close at at $333.97 and is ahead overnight $11.83 or 3.54% at $345.80. The all-time high of $414.61 was set on December 10th. It’s been a challenging 2026 for the share price of this Apple supplier and custom chip maker.'
on Premarket: Apple is red - 'I wonder how many people close to the top are aware of the approach of these flip-flops from the administration that so greatly affect stock price prices. Something smells really dirty.'
on Premarket: Apple is red - 'Just to let people know Trump has postponed bombing Iran’s bridges and power plants for two weeks tonight so Apple shares are up in the aftermarket as if today didn’t happen.'
on Premarket: Apple is red - 'Wake me when this ships with FDA approval…. Otherwise, it’s just vapor. The regulatory bar for anything that’s a medical device is high.'
on Premarket: Apple is red - '”If it needs to ramp up production again, though, the laptop’s margins will be squeezed. ”” I don’t know who Tim Culpan is, but it’s for sure he’s not familiar with Apple’s planning expertise. Apple would NOT launch a new product WITHOUT having secured production inventory for the first year. The delivery schedule may have been underestimated (greater than expected consumer demand), but ramp won’t take long and pricing for delivery exceeding initial orders are already baked into the production agreement. Neither is he particularly familiar with breakeven analysis, ie., “As unit sales grow beyond breakeven, net profit increases”. Greater than expected demand is the best possible problem a company may experience.'
on Foldable iPhone rumor takes a bite out of Apple - 'Seems like over the years Nikkei consistently has negative stories about Apple.'
on Premarket: Apple is red - 'I’ll take a close of -$5.80, well off the low of the day of almost -$13.00. Considering this drop was all based on rumors, an AI patent issue in China, only one market, and general pessimism in the market because of the Iran war, this small drop will pass.'
on Foldable iPhone rumor takes a bite out of Apple - 'Who to believe? We’re in the blackout period pre earnings. We always get scary stories during this time.'
on Premarket: Apple is red - 'Something else weighing down the price? NYT: “Whoop, a Wearable Health Device Maker, Raises $575 Million” https://www.nytimes.com/2026/03/31/business/dealbook/whoop-raises-575-million-10-billion-valuation.html?unlocked_article_code=1.ZFA.oZQ_.-aa1B318KKVx&smid=url-share'
on Foldable iPhone rumor takes a bite out of Apple - 'Rumor 1-Foldable iPhone exists Rumor 2-Foldable iPhone to be introduced this fall, but with no release date Rumor 3-Foldable iPhone, with no release date will be delayed Rumored to be Rumors Apple to charge more for foldable iPhone than the rumors predicted Add your next rumored rumor about the foldable iPhone here I guess that is why they call it a rumor mill'
on Foldable iPhone rumor takes a bite out of Apple - 'From a note to Evercore clients that landed on my desktop Tuesday: “The Annual Nikkei iPhone Production Story – Foldable Phone Delays, We Think Unlikely” From our perspective, a delay to the new foldable model would be surprising given our recent conversations… We would also note that today’s Nikkei article is consistent with its annual cadence of publishing iPhone production reports, which have historically not always proven accurate. — Analyst Amit Daryanani'
on Foldable iPhone rumor takes a bite out of Apple - 'Thank goodness Bloomberg keeps Apple in check.'
on Foldable iPhone rumor takes a bite out of Apple - 'AAPL’s information void has been training the quant/HF/algo/AI traders to do this for years. It’s a reliable trade. Irrelevant whether the Nikkei (and Gurman and similar) stories are correct, only matters for the traders they moved AAPL. Next Nikkei story will do the same.'
on Premarket: Apple is red - 'Also from that Asymco article: “More precisely, there is another measure called the Enterprise Value (EV) which is the total price tag of a company, representing what it would cost to buy the entire business and pay off its debts. EV = Market Cap + Total Debt + Preferred Stock + Minority Interest – Cash and Cash Equivalents.” BTW, since Apple and others are using their cash to distill down their stock float, EV for them is a moving target.'
on Why Needham's Laura Martin ignores Apple in her AI hyperscalers analysis - 'Sorry – that article on Sam Altman is in The New Yorker, not The Verge.'
