"Timing played a major role in making Cook arguably the greatest non-founder CEO of all time."
Read More Ben Thompson: Thoughts on Tim Cook's tenure as Apple CEO
Ming-Chi Kuo is bullish on Apple's new boss
2 months ago
2 months ago"Moving the Mac to Apple Silicon was a system- and platform-level transition, essentially a brain transplant. Within Apple, no one has more experience managing a shift at this scale than John Ternus."
Premarket: Apple is red
2 months ago
2 months agoFrom Barron's' "Markets Rebounding as Wall Street Hopes for Iran Peace Talks. Stock Futures Rise." posted early Tuesday.
"At 28x next year GAAP EPS – roughly the midpoint of Apple's historical 24-34x valuation range – valuation is neither cheap nor taxing." — Analyst Erik Woodring
Read More Morgan Stanley: The March quarter results may reset the Apple narrative
From the notes I've seen. More as they come in.
Apple: Cook up, Ternus in
2 months ago
2 months ago“I am profoundly grateful for this opportunity to carry Apple’s mission forward." — John Ternus
"We believe concerns for Apple are overly pessimistic given its much stronger relative position." — Analyst Michael Ng
"All those numbers streaming in from your wrist or finger can be hard to make sense of."
Read More NPR offers advice for wearable wearers and their doctors
"CCI investigators issued a report in 2024 that Apple exploited its dominant position in the apps market by forcing developers to use its proprietary in-app purchase system."
Read More Apple faces fines of up to $38 billion for stiffing Indian regulators
Premarket: Apple was green, turned red2 months ago
2 months agoFrom Barron's' "Market Rally in Peril as Iran Cease-Fire Unravels. Stock Futures Dive, Oil Prices Soar." posted early Monday.
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