Robert Paul Leitao on Premarket: Apple is red - 'In early Wednesday trading in Asia, the Nikkei 225 is down 3.61% and the TOPIX Index is off 3.87%. Overnight in the US index futures are red. It looks to be another challenging day on Wall Street.'
on Here's how Apple is promoting its 'big week' products on YouTube - 'In reverse order, # of views as of 7:00pm PST: official Apple iPad Air w/M4 1d 645K iPhone 17e 1d 8.05M MacBook Air w/M5 11h 1.48M MacBook Pro w/M5 11h 542K For comparison: official Samsung Galaxy S26 Ultra 6d 2.3M Galaxy Book6 Pro 1mo 6.8M'
on Gene Munster: How Apple keeps margins steady as memory prices soar - 'I trust that the brain trust at apple has thought through the memory price issue. And nobody has the margins that apple has to weather the storm.'
on Gene Munster: How Apple keeps margins steady as memory prices soar - 'Horace Dediu and Ben Bajarin will deconstruct the Special Experience tomorrow at noon pacific time. That will provide great insights on this topic. My 2 cents: Services and buybacks give Apple a 5% to 6% EPS growth, providing some insulation. Apple plays the long game. If we get a foldable this fall, demand for it provides price elasticity to partially make up for any near term margin hits. Holding the line on the entry iPhone helps grow the IB, the most important metric.'
on Apple's big week: The third shoe drops - 'Damn. And only 2 months ago I bought a MacBook Air M4. C’est la vie!'
on Apple's big week: The fifth shoe drops - 'https://tidbits.com/2026/03/03/apple-introduces-studio-display-xdr-and-refreshes-studio-display/ In an interesting expansion of the display’s capabilities, Apple has introduced DICOM medical imaging presets that, once the Medical Imaging Calibrator in macOS receives FDA clearance, will allow radiologists to view diagnostic images directly on the Studio Display XDR. In terms of raw display capability, the comparison with common radiology hardware is striking: the Studio Display XDR’s 5K panel (5120 by 2880, or nearly 15 megapixels) exceeds the resolution of many more expensive diagnostic radiology displays, which are often only 3–6 megapixels. For context, specialized diagnostic radiology displays typically cost $5000–$10,000 for just 3–6 megapixels of resolution on smaller screens. The Studio Display XDR’s 15-megapixel panel in a larger format looks like a bargain once Apple gets FDA clearance.'
on Apple's big week: The third shoe drops - 'A better SIRI should come before WWDC” The most widely accepted rumor at this time is a muted-but-improved SIRI before WWDC, and the ‘full’ smart SIRI at WWDC. However, I believe there is much discussion in the space ship whether or not they should wait until WWDC for the full smart SIRI as a muted improved SIRI release might cause a lot of complaining, and possibly confusion, if expectations are otherwise.'
on Apple's big week: The third shoe drops - '@Gregg Still 3 months till WWDC so I think they couldn’t wait to release the M5 products. Usually WWDC is mostly software. But it is great that they are clearing the decks to prepare for an awesome WWDC. A better SIRI should come before WWDC, but maybe a much better one will be announced then. Apple recently updated Xcode to work with Claude (and others). Maybe we’ll see that expanded on. Plus new versions of iOS and macOS. I wonder what name the crack marketing team will come up with? A couple they won’t use: Death Valley, Bakersfield, Fresno.'
on Here's how Apple is promoting its 'big week' products on YouTube - 'Not sure why but getting a Content Unavailable message when I try and play the videos on 2 different computers. Both Macs with older and newer versions of Safari. Of course they are working on Chrome!'
on Premarket: Apple is red - 'At the rate it’s going, it might be my last gasp instead of last laugh! 🙂'
on Here's how Apple is promoting its 'big week' products on YouTube - 'As a long time Apple user, it’s exciting to see all the changes coming down the track. As long term Apple investor, I’m over the Moon!'
on Here's how Apple is promoting its 'big week' products on YouTube - 'Somehow I think Vision Pro’s greatest marketing opportunity is going to be “Sharing”.'
