Premarket: Apple is red

From CNBC's "S&P 500 futures slide 1% on Palantir decline, rising concerns about AI stock valuations" posted early Tuesday.

The Atlantic: The auto industry is at war with Apple

"It’s a turf war, and the car is real estate.” — Auto analyst Craig Daitch

25 Comments

Apple at $270: Look who's underwater now

1 month ago

Published November 3, 2025 by Philip Elmer-DeWitt

Apple at $270: Look who's underwater now

Last week, two thirds of the retail analysts who follow Apple updated their price targets. A third are still underwater.

9 Comments

Richard Windsor is counting the years (months?) until the AI bubble pops

1 month ago

Published November 3, 2025 by Philip Elmer-DeWitt

Richard Windsor is counting the years (months?) until the AI bubble pops

With Meta and xAI as the latest examples, the financial engineering cycle is ramping up once again and is being employed to allow companies to afford the massive cost of AI infrastructure while maintaining the façade of financial good health.

24 Comments

9to5Mac: The timing of Apple's first foldable couldn't be better

1 month ago

Published November 3, 2025 by Philip Elmer-DeWitt

9to5Mac: The timing of Apple's first foldable couldn't be better

"The US foldable smartphone market is expected to grow 68% YoY in 2025, as it enters a period of solid growth after several years of experimentation." — Counterpoint Research