Rodney Avilla on Premarket: Apple is red - 'I hope that a green Apple can be explained without the propping by present buybacks.'
on Premarket: Apple is red - 'My guess for why the green Apple: It’s back in the open market. Which we knew would happen. The mice played, but the cat’s back.'
on Premarket: Apple is red - 'Into the 1pm hour in New York and Intel is powering the S&P 500 index higher. The chip maker is up 13.07% today at $108.30. Year-to-date the shares are up 195%. Micron Technology is up nearly 11% today at $639.38 and has a market cap now exceeding $700 billion. Its shares year-to-date are up about 125%. Apple is currently up $4.92 or 1.78% today at $281.75. Meanwhile, PayPal has underwhelmed the market on forward guidance and is reportedly planning to cut 20% of its workforce over the next few years. The shares are off over 9% at $45.84.'
on Bloomberg: Apple is flirting with Intel and Samsung behind TSMC's back (video) - 'Maybe Apple doesn’t always need TSMC’s most advanced chips and can have secondary suppliers at the lower end.'
on Bloomberg: Apple is flirting with Intel and Samsung behind TSMC's back (video) - 'I think Apple is always having talks with all the chip makers. That is part of their ability to build their supply chain. I think Bloomberg is just trying to stir things up'
on Bloomberg: Apple is flirting with Intel and Samsung behind TSMC's back (video) - 'This likely is Apple being prudent given they seem to be running into supply limits from TSMC as well as others. And likely TSMC is aware of that being an issue for Apple. Even though Apple tries it is not always successful in developing second sources of important parts supplies. See how much they have tried to get away from Samsung being a sole supplier of particular screens. Other companies have tried and failed Apple’s rigid standards for those. Despite Apple’s assistance. Maybe this time they will have success.'
on Bloomberg: Apple is flirting with Intel and Samsung behind TSMC's back (video) - 'From all I’ve read, neither Samsung, nor Intel have decent yield on the most advanced nodes. The economics nullify these options. There may be a case for fabrication of multi-chip modules of some sort with either Samsung or Intel. Other rumors say Apple plans to use Samsung’s display for a foldable. Samsung makes the most memory chips, especially HBM. Surely Apple keeps TSMC informed.'
on Bloomberg: Apple is flirting with Intel and Samsung behind TSMC's back (video) - 'Agreed. Isn’t TSMC already building a chip fab in Arizona?'
on Premarket: Apple is red - 'And at 10:30, AAPL is up 1.39%… Market indexes are also up. Seems they’re not worried about the latest Hormuz news.'
on Bloomberg: Apple is flirting with Intel and Samsung behind TSMC's back (video) - '” This is Tim Cook business, not John Ternus” It doesn’t matter. Neither Samsung nor Intel have a 3nm process that I’m aware of. Apple made TSMC, starting years ago, with the A Series silicon. TSMC has history of upgrading fabs, as well as expending capacity. Before it allows Apple to go elsewhere TSMC will expand its capacity. Besides, if Apple is talking to anybody it will be TSMC, and if Apple needs more quantity today, it would have started a conversation with TSMC years ago'
on Evercore: Gaming is dragging down the App Store - 'You know you’re way overdue for a new eye exam when you initially see what Gregg wrote as: “I have sex games on my iPad…”!! '
on Evercore: Gaming is dragging down the App Store - 'And oops! I misspoke. I have Spider Solitaire and Shanghai on my iPad. Sorry.'
on Evercore: Gaming is dragging down the App Store - 'Did a quick look online. Gaming downloads are flat to slightly down, mainly from post pandemic highs. But in-app purchases have increased. So, a saturated market for new games but increasing engagement from already active users seems to be the trend. I wonder of Evercore captured in-app purchasing separately or even at all.'
on Evercore: Gaming is dragging down the App Store - 'Well I recently recall reading that our favorite purveyor of games, Mr Sweeney, announced sizable layoffs at Epic. So I asked Gemini to refresh my memory – it replied: “Epic Games announced in March 2026 that it is laying off over 1,000 employees, representing a significant restructuring due to spending more than it makes, driven by a decline in Fortnite engagement that began in 2025. The cuts, which include veteran staff, are aimed at securing the company’s financial future, with CEO Tim Sweeney citing extreme industry market conditions.” Further on, Gemini said those 1000 cuts were 16% of its workforce. Personally, I suspect the decline in Fortnite engagement that Mr Sweeney cites started much sooner than 2025…'
on Evercore: Gaming is dragging down the App Store - 'Well… app revenue is very easy to be realized outside of the App Store now. Did people really believe that those rulings wouldn’t have an impact?'
