Apple’s playbook is clear: use the market chaos to their advantage—secure the chips, absorb the costs, and grab more market share. They’ll make it back later on the services side.
Did Ming-Chi Kuo take Apple shares down a peg?
2 months ago
2 months ago
"Investors, however, will look for comments from the company on how it aims to navigate a global memory chip crunch that is likely to raise its cost and weigh on margins."
Read More Reuters: Apple tomorrow will report its strongest iPhone sales growth in four years
Handicapping Apple's fiscal Q1 2026 earnings
2 months ago
2 months agoEvery analyst I've heard from expects Apple to deliver a great quarter. The only question is how great.
Tim Cook's memo to Apple
2 months ago
2 months ago"I had a good conversation with the president this week where I shared my views, and I appreciate his openness to engaging on issues that matter to us all."
Premarket: Apple was green, turned red
2 months ago
2 months agoFrom Barron's' "Tech Stocks Rally Ahead of Fed Rate Call. Dollar Falls After Trump Rout." posted early Wednesday.
"Trump has clearly zeroed in on Apple and Cook in particular, as his own personal rag doll."
Read More More blowback for Apple's Tim Cook, starting with M.G. Siegler
Premarket: Apple is green
2 months ago
2 months agoFrom CNBC's "S&P 500 futures rise ahead of this week’s Big Tech earnings" posted early Tuesday.
The second-generation AirTag is available in one- and four-packs for $29 and $99, respectively.
"Going through one of the strongest iPhone cycles in history, and build data/component supplier checks support our above-Consensus iPhone expectations." — Analyst Erik Woodring
Read More Apple: Morgan Stanley sticks with its Overweight rating and $315 price target
"As always, Q1 results are key to monitoring the performance of the iPhone (56% of revenues in Q1 25)" — Analyst Nicolas Cote-Colisson
Read More HSBC: Apple on Thursday expected to report largest revenue pop since 2022
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