Recent Comments

  • John Konopka on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'Other AI companies are in the position of taking a shot at success. Throw everything at the wall and hope something sticks. Apple is in the position of having lots to lose if it doesn’t go right. Google et al put out cool videos of slick demos. Elsewhere you can read case studies where things go horribly wrong. The early bird gets the worm but the second mouse gets the cheese. Btw, I love AppleScript and use it pretty much every day.'
  • Greg Lippert on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'Why do you see it won’t be available in the fall? They said in the keynote the beta is coming this summer with release in the fall.'
  • Neal Guttenberg on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'Worthwhile way to spend about 15 minutes watching this video'
  • Joseph Bland on Marques Brownlee gives WWDC26 an intelligent once-over (video) - '…and I, Jeff, am thrilled that they’re taking the time to do the job right. I couldn’t give a fig when the job is done. Of course, from my vantage, Apple’s road has always been a long one. In fact, I can’t think of anyone actually traveling their road, which I expect to long outlive yours truly.'
  • Richard Gayle on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'Apple led the way with being able to easily-ish create complex scripts to auotmate tasks with Apple Script. But it was never commonly used by most people. I’ve always felt that the true power of ML on device would be to make AppleScript processes easier. Looks like Apple got us there. IN typical Apple fashion, I expect in a few years we will wonder how we ever got anything done without the new Siri and Apple Intelligence.'
  • Ron Fredrick on Premarket: Apple is red - 'Yesterday morning, my wife reminded me once again to sell AAPL stock from my IRA this week to pay our estimated taxes next Monday and, also, satisfy a large percentage of my yearly RMD requirements. AAPL was about $311/share at the time, and it was just prior to the WWDC opening at 10:00 AM PDT. Remembering that AAPL tends to fall after the WWDC opening day broadcast, I set up a limit order on Charles Schwab to sell at $315/share in case the stock rose with good news from the WWDC opening as it had in the past. But, after watching the first part of the broadcast and seeing AAPL slowly climb up pretty close to $315, I changed my limit order to $316/share…and I’m so glad I did. AAPL set a new ATH at 317.40, triggering my limit order on the way up, and then, just as with past WWDC opening days, AAPL started to drop as traders began to sell and it ended up dropping *dramatically* to close at $301.54…$14+ below where I had just sold. I was/am shocked to see this morning that AAPL was down as low as $287.78…these are not investors selling their AAPL stock because of disappointment with the WWDC broadcast, IMO. Yesterday was much different than when I usually have to sell shares of AAPL because of my yearly RMD. Normally, the day after I sell is the start of a slow climb in AAPL share price. 🙂 Looking at how AAPL is being crushed this morning, that climb may not start for a few days or weeks…but, it *will* start, IMO. Cheers to the *many* AAPL Longs on Apple 3.0!!'
  • Jeff Daniel on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'I don’t think Craig Federighi will keep AI under his control or he will be out entirely next year. The new CEO will put new people in. This new Intelligent Siri is in beta by years end so best base is a year from now. I believe Tim Cooks abrupt Retirement plans are because of lack of movement on AI. And the Beta in the Fall is for the new CEO to make sure he is comfortable with the direction. I was very disappointed that this would not be available this fall.'
  • Rodney Avilla on Premarket: Apple is red - 'The long standing tradition has been buy the rumors and sell the news, especially when the news matches the rumors as in the case of WWDC 2026. Usually the only time it is ‘buy the rumors, and buy the news’, has been when the news exceeds the rumors. However, nowadays that’s pretty much impossible with each Apple project having hundreds of potential leakers. Over time IMHO the price will go back up because, after all, the news was goood.'
  • Philip Elmer-DeWitt on Apple's WWDC26: What the analysts are saying - 'Goldman Sachs has weighed in. Buy. $380.'
  • Kemble Widmer on Premarket: Apple is red - 'Ignore the noise. Particularly when the best the naysayers can come up with are future “unknownables”. “We doubt they will find a way to monetize it in the future”. “We doubt they will actually deliver the features they just said they would”. No different than past refrains “We doubt they will maintain their margins in the future”. “We doubt they will continue to grow services at this rate”. Etc. Know who I trust more than the naysayers behind their keyboards with dubious to zero real world credentials? Apple’s collective braintrust of hundreds of the sharpest most experienced minds on the planet in the business. To think these keyboard warriors and analysts know better where Apple should zig or zag than Apple is hubris at its worst. The good news for all of us: eventually the truth will out, it just may not be exactly when we want…..'
  • Greg Lippert on Premarket: Apple is red - 'The stone is a falling. Expected a sell off but not this much. Over 25 points from yesterday’s high of 317! Yikes!'
  • David Wilson on Premarket: Apple is red - 'I don’t know what the market was hoping to see yesterday, but I thought it looked pretty good.'
  • Bill Donahue on Premarket: Apple is red - 'On a much less critical and time-sensitive level, I know what your’e talking about Gregg! I’ve barricaded myself away and not engaged with anyone or anything when Apple’s reporting earnings or giving significant presentations, for years. That said, I’ve never believed in the ability of humans to effectively multi-task, and the research backs up that conclusion. For me, anything involving numbers has always required or engaged my full attention, and while I’m also very good at blocking out everything around me, it helps to also get away from chatter and interruption.'
  • Bill Donahue on Gene Munster: 'Everything they showed at the keynote is effectively vaporware' - 'And that’s the most critical point, Fred: this is a developers’ conference. It’s why I ignore everyone who complains that what Apple describes at WWDC doesn’t involve announcements and proof that Apple has “completed” AI. Because the majority of features, apps and utilities from AI will be created by developers, and offered on Apple’s products. I see AI and all of the efforts around it as largely focused on maintaining markets, because companies and individuals aren’t suddenly going to have a lot more money to spend. And that ranges from ad spending to coding to photo editing to whatever else people are using AI for (especially LLMs). Rather, it’s limited to reallocations of discretionary spending, and where AI doesn’t provide significant improvements in function, profitability, ROI, etc, then it won’t be adopted. And keep in mind that the threshold for “successful completion” of complex tasks by LLM models, when their performance is tracked and compared to other models, is 50%. That may be useful for comparing models, but I can’t think of anyone who’s going to spend significant funds on a tool that does the job successfully only 50% of the time, and the other 50% of the time it still craps out garbage and presents it as if it’s completed the task. Consumer generative AI is absolutely in its infancy. Not even that: it’s still incubating. And based on what I saw yesterday, Apple is absolutely in the lead when it comes to making it useful to and safe for consumers, rather than just another opportunity to mine their data to grab a bigger share of advertising revenues.'
  • Bill Donahue on Apple's WWDC26: What the analysts are saying - 'Or any reference to what all of Apple’s competitors have done to monetize AI. Or the majority of foundation model creators, for that matter. For example, there are some estimates that Anthropic and OpenAI may be paying up to $1000 for every $100 in revenue, because of how expensive building and operating LLM datacenters to offer AI to consumers/customers.'
  • Gregg Thurman on Premarket: Apple is red - 'Oh dear. While I was posting the above AAPL declined ~$7. Don’t know what to make of that at the moment.'
  • Alessandro Luethi on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'Daniel, AppleScript still exists and works!'
  • james laffey on Apple's WWDC26: What the analysts are saying - 'It would be great to hear from someone who actually talked with developers about what they make of getting tools and working with Siri AI. do they see this as real and presenting opportunities or as vaporware and uninspiring.'
  • Robert Paul Leitao on Premarket: Apple is red - 'In early trading Apple is off $5.03 or 1.67% at $296.51. In contrast the major market indexes have moved higher on this post-WWDC keynote Tuesday morning. The Russell 2000 small cap index is up 1.88%, the DJIA is in the green 0.79% and the NASDAQ Composite is ahead 0.76%. Alternative asset manager Apollo Global Management is up 3.64% at $132.21, prominent private equity firm Blue Owl is up 2.44% at $9.65 and Huntington Bank is in the green 2.94% at $16.98 in a good day for financial stocks. Let’s see how trading progresses on this early Tuesday morning…'
  • Gregg Thurman on Premarket: Apple is red - 'Getting old/er is such a b*tch. Yesterday, while trying to pay attention to the keynote (that I found very good) and watching AAPL’s prints, I was debating with myself in a 3 way argument: a) should I take advantage of the WWDC swoon I knew was coming, b) if I did take advantage, which contract should I do it with, the JUL $305/$310, or the $310/315. The decision was time sensitive. And, of course my significant chose to bring me my morning coffee and danish and wanted to engage in conversation. It was all almost more than I could handle. So I Closed my position (220 JUL $300/$305), leaving money (11 cents) on the table, and waited for AAPL’s inevitable post Keynote swoon. The Keynote really had my attention when Apple started talking about SIRI. After all, even though I don’t have occasion to use it very much, during the run up to WWDC you couldn’t escape the running commentary (should I say ‘tripe’?) about how badly Apple has missed this or that. So when AAPL’s swoon began, I now had to make a decision on which Call Spread to buy. I had my calculator churning out numbers as I compared one Spread over the other, while AAPL was going down, faster and more deeply than I expected. And then I made a decision. In the hubbub I placed a what I thought was a stink order (if AAPL fell this much I’d be very happy). Almost immediately my order filled and still AAPL was going down. I though I had made the design to buy the JUL $310/$315, I was happy to get them except that, in light of the severity of AAPL’s swoon, I paid more than I had to. Looking at where AAPL seemed to settle I realized how much it would have to recover to be profitable. I consoled myself by revisiting my reasoning on why I thought my purchase was a good one. I do think it was, although it could have been much better, I could have sold my original position for more, and I could have bought my new position for less. I was somewhat angry I didn’t fire up my iMac to do this, opting instead to use my iPad. Switching between Apps wasn’t the most efficient way to do this with all the distractions going on. Then there was this morning’s trade confirmation. Surprise! I didn’t buy the JUL $310/$315s, I bought JUL $305/$310s. Profitability was suddenly $5 closer. Then came the realization that I can’t multitask like I used to. Life’s a b*tch, then you die. After all this I’ve made a decision, that being that at times like this I’m going to turn on my iMac, taking advantage of the much larger screen and my recently installed fiber internet (my iMac is hard wired to my carrier’s router for extra speed), and I’m going to barricade my bedroom door. Significant and dogs will just have to do without my company for a couple of hours. Oh, and by the time I got to my coffee, it was cold. Argh. Still, all things considered, I’m very happy with the outcome.'
  • Joseph Bland on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'Upvoted, Daniel! https://en.wikipedia.org/wiki/AppleScript'
  • Daniel Albaugh on Marques Brownlee gives WWDC26 an intelligent once-over (video) - 'This may sound a little heretic-ish, but to me Apple Intelligence combined with AppIntents sounds a lot like AppleScript from System 7 days on steroids. The only difference being you verbally tell the device (iPhone, Mac, iPad,etc.) what you want and Apple Intelligence goes about and does it without requiring you to manually write a script and save it for later use. This is an over simplification of course, but I see a lot of commonality. Apps had/have to support AppleScript/Apple Intelligence to take advantage of the technology. To be of utmost usefulness, an app will have to support every feature it offers in AppIntents.'
  • Joseph Bland on Premarket: Apple is red - '“…we’ve never really been flush enough to gamble.” In all honesty, that’s no longer true. Apple – and my beautiful bride – are allowing me, at age 80, to follow a long-standing dream, and still keep us quite solvent. If you’re a believer in Divine Providence, I’m about as blessed as it’s possible to be. But at bottom, it’s all down to Apple, and Donna being an Apple employee for a sufficient length of time for her to salt away some AAPL.'
  • Joseph Bland on Premarket: Apple is red - 'Nobody wants to catch a falling knife – except this knife cuts both ways, and will reverse, so it’s more about when you catch it…. My advice: (1) Don’t get greedy. (2) Be mindful of macro situations. We have, for us, a lot of cash parked on the sidelines, but we’re also definitely on fixed income and have to sell AAPL to make ends meet. Been that way since the Great Recession. It’s tempting to buy back in to AAPL at times like these, but we’ve never really been flush enough to gamble. Which sounds odd when your whole nest egg is invested in one egg. But what an egg! And regardless of what the nincompoops and mass media manipulators now blather on about, the reality is that, by going back to the drawing board, Apple has once again shown us that our investment strategy is as sound as they come,'
  • Fred Stein on Apple's WWDC26: What the analysts are saying - 'I’m refreshing the meme, “magic carpet”, comprising A/M series chips running xOS plus dev tools plus 35M developers. It now includes on-device AI integrated with 3rd LLMs and PCC. The keynote reinforced Apple’s cross platform, and on-device, AI mojo. Apparently Brandon and Gene missed that. The EU and China issues will get resolved. All this takes time, including the time for analysts and investors to see it.'
  • Greg Lippert on Premarket: Apple is red - 'Shocked AAPL dipped post Keynote.That never happens. 😉'
  • Philip Elmer-DeWitt on Apple's WWDC26: What the analysts are saying - 'For the record, notes from Needham, BofA, and J.P.Morgan came in overnight. Woodring at Morgan Stanley raised his target to $360 from $330, according to TipRanks. I’ve asked to see the note. Any others I’ve missed?'
  • Jonny T on KeyBanc: Apple Services is 'outgrowing sustainable growth' - 'I think ped30.com should not be promulgating the utter cluelessness of Brandon Nispel of Keybanc. We’ll be getting Rob Enderle back next.'
  • Ben Gepp on Apple's WWDC26: What the analysts are saying - 'KeyBanc: “We saw: no clear signs of monetization of AI” Ummm, what about the truck loads of hardware that it will move?'
  • grantbbunker on Virtually live from Apple's WWWDC 2026 - 'https://9to5mac.com/2026/06/08/craig-federighi-details-apples-collaboration-with-google-for-siri-ai-in-ios-27/'