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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, One Reaction - Apple Park Visitor Center Roof Clo…


Published on 4 weeks, 1 day ago

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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 September - Apple Seeds RC of macOS 15.7 and ma…


Published on 4 weeks, 2 days ago

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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 - Google Pixel 10 Ad Pokes Fun at Delayed Smarter …


Published on 1 month ago

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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 Arcade from Legacy 5G Plans This Fall - Truecaller Kill…


Published on 1 month ago

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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 politicos want to fight Apple's attempt to fight sm…


Published on 1 month ago

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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 This Afternoon - Foxconn Takes 10% Stake in Data C…


Published on 1 month ago

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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 - Apple Updates Current Operating Systems - Apple Seeds …


Published on 1 month ago

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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 Q2 to Avoid Tariff Troubles - Canalys: iPhone Shipm…


Published on 1 month, 1 week ago

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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 Thursday 31 July - Dutch Authorities Hit Pause on Da…


Published on 1 month, 1 week ago

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Public Betas Out for ___OS 26 - MOSK: 07.25.2025



- Apple Seeds First Public Betas of ___OS 26 - Apple Seeds Public Beta Firmware for AirPods Pro 2 + AirPods 4 - CarPlay Ultra Not on BMW’s Map - Osaka’s Apple Umeda Opens This Weekend - Apple TV+ Tea…


Published on 1 month, 1 week ago





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