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Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.
From "Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful" posted Wednesday by Bloomberg.
From "Watershed Moment for AI Revolution," a note to Wedbush clients that landed on my desktop Thursday.
"By the end of this year, Meta, Amazon, Microsoft, Google and Tesla will have spent over $560 billion in capital expenditures ...
"It is valued like a growth stock, but I’m very skeptical about the potential for a significant inflection in growth, and I think it will eventually lose that premium." — Andersen Capital's Peter ...
From Yoni Heisler's "Apple Blasts Department Of Justice Over iPhone Monopoly Lawsuit" posted Wednesday by BGR.
"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some ...
Excerpts from the pre-earnings notes that have landed on my desk. More as they come in.
The independents are more bullish than the pros, as usual, but not by much.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
From "The Driver of Apple’s Exploding Valuation Is Under Threat. See What’s at Stake." posted Tuesday by the Wall Street ...
Trading suspensions typically take place ahead of the announcement of potentially market-moving decisions, such as an ...