Podcast Episodes
Back to SearchTSMC Dodges US Chip Tariffs - MOSK: 08.08.2025
- TSMC Arizona Plants Leave it Exempt from 100% Chip/Semi Tariffs - IDC: Global Tablet Shipments Up in June-Q, But… - Japan Forcing iPhone Open to Mo…
9 months, 2 weeks ago
Apple Ups U.S. Investment Plans by $100B - MOSK: 08.07.2025
- Apple Ups U.S. Investment Plans by $100B - A Round Award for the Oval Office - Trump Promises At Least Some Tariff Relief for Apple - Two Analysts,…
9 months, 2 weeks ago
Semiconductor Uncertainty and Software Betas - MOSK: 08.06.2025
- Trump Plans New Tariffs on Chips and Semiconductors - Apple Seeds Fifth Betas of __OS 26 to Developers - Rumor Has Apple Announcing Next iPhones on…
9 months, 2 weeks ago
Apple Still Makes Most of the Smartphone Money - MOSK: 08.05.2025
- Counterpoint: Apple Takes 43% of Q2’s $100B+ Smartphone Revenue - Just Ahead of New iPhones, Trump Says He’s “Substantially Raising” India Tariffs …
9 months, 3 weeks ago
Targets Rise After AAPL Q3 Earnings - MOSK: 08.04.2025
- Analysts Raise AAPL Targets Post Q3 Earnings - Report: Apple All-Hands Tackles A.I., Smarter Siri, and Zeppo! - Verizon Removing “Free” Apple Arcad…
9 months, 3 weeks ago
Recapping Apple's Q3FY25 Earnings - MOSK: 08.01.2025
Seriously - it's in the title. All we're doing today is recapping Apple earnings and the associated call. - Saint Paul, MN is under cyberattack and p…
9 months, 3 weeks ago
Anticipating Apple's June-Quarter Earnings - MOSK: 07.31.2025
- Wedbush Sees Steady June-Q for AAPL, Need for Attack on A.I. - Analysts See Fine June-Q for AAPL, Question Guidance - AAPL Q3FY25 Earnings Set for …
9 months, 3 weeks ago
Apple Files Response to DOJ Antitrust Suit - MOSK: 07.30.2025
- Apple Files Response to DOJ Antitrust Case - WSJ: JPMorgan Chase Close to Deal to Back Apple Card - Apple Drops a Spot on Fortune Global 500 - Appl…
9 months, 3 weeks ago
F1: The Movie Crosses $500M Globally - MOSK: 07.29.2025
- TD Cowen: Everything’s a Push for AAPL - Deepwater Analyst Gene Munster on A.I., iPhone Air, and Tariffs - Canalys: US Smartphone Shipments Up in Q…
9 months, 3 weeks ago
Notes Ahead of AAPL June-Q Earnings - MOSK: 07.28.2025
- J.P. Morgan: Low Bar Could Mean Upside Surprise for AAPL’s Q3 - Needham: Apple Needs to Do Something Big in A.I. - Apple Q3FY25 Earnings Set for Th…
9 months, 4 weeks ago