"In the long-run, we believe that XR devices may be cannibalistic to iPhones " -- Analyst Toni Sacconaghi
Read More Bernstein: Eyewear could account for 20% of Apple's revenue by 2040
From CNBC's "Apple can buy back 3-4% of its shares in the next five years, Bernstein analyst Sacconaghi," which aired Thursday.
Read More Bernstein: Half of Apple's earnings growth is due to buybacks (video)
From a note to Bernstein clients that landed on my desktop Friday.
Read More Toni Sacconaghi: Apple's search ad business has been booming, but...
Spoiler alert: He doesn't buy it.
"We have noted in prior research that GOOG is likely paying to ensure Microsoft doesn’t outbid it." -- Analyst Toni Sacconaghi
Read More Bernstein says Google's FY21 payments to Apple might reach nearly $15B
From CNBC's Squawk Box Tuesday morning.
Read More Bernstein's Toni Sacconaghi: Who's Apple's next CEO? (video)
From Erik Savitz' "Apple Has Been Quietly Building a Digital Ad Business. Here Are the Numbers." posted Saturday on Barrons.com.
Read More Bernstein's Toni Sacconaghi: Apple's ad biz will pull in $3 billion in fiscal 2021
From Daniel Martins' "This Expert Sees Apple Stock Falling 10%" posted Thursday.
Read More Guess which Apple skeptic is featured on The Street
"This is the third quarter where Apple has absolutely annihilated consensus expectations."
Read More Bernstein's Toni Sacconaghi: Apple is down because the bar was high (video)
"On net, we feel better about Apple’s valuation compared with the beginning of the year."
Read More Bernstein's Toni Sacconaghi is OK with Apple, but says don't buy it above $110
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