From a note to clients posted last week.
Read More Why Bernstein's Toni Sacconaghi is worried about tech
It's just Apple, says analyst Toni Sacconaghi in a note to clients that landed on my desktop Sunday.
Read More Bernstein: 'The FAAMG blues... or is it just Apple?'
"The cycle appears reasonably strong, but at 31x earnings, what's next?" -- Analyst Toni Sacconaghi
Read More Bernstein raises Apple Q1 2021 estimates above consensus, but...
From CNBC's "Top-ranked analyst Toni Sacconaghi on Apple getting into self-driving cars" posted Wednesday.
Read More Bernstein's Toni Sacconaghi is more cautious on Tesla than Apple (video)
From Max Cherney's "Apple Has Cut $5 Billion From Its Spending. What That Means for the Stock" ($) posted Monday in Barron's.
Read More Toni Sacconaghi: How Apple generated an extra $6B in free cash flow
From a note sent to clients last week that landed on my desktop Thursday: Historically, FY Q4 earnings haven't mattered very much, and we are largely…
Read More Bernstein's Toni Sacconaghi on Apple's Q4: It's all about the Q1 guidance
Bernstein's top Apple analyst has a famously bad track record on Apple, but he was one of the first to spot the value of the search payments.
Read More Toni Sacconaghi: Apple could take a 20% hit without Google's kickbacks
"It is important enough to understand what real people think. Do these security issues concern people, or not?" — Judge Yvonne Gonzalez Rogers, urging a jury…
Read More Toni Sacconaghi: Epic's case against Apple will be a long, uphill slog (video)
According to analyst Toni Sacconaghi, Apple still underspends on innovation compared with Amazon, Google and Facebook. From a note to clients that landed on my desktop…
Read More Bernstein: Steve Jobs was R&D tightwad, Tim Cook less so
Watch CNBC put their "top" Apple analyst through the wringer. Again.
Read More Toni Sacconaghi: 'Shame on us for missing' Apple (video)
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