AAPL
For another week when anticipated volatility is running high, here are three volatility plays
The financial markets are expecting another week of volatility almost as severe as last week. The futures market entered last week expecting a move of something like 70 points on the Standard & Poor's 500, according to calculations by Theo Trade. We got almost...
Apple fails to convince Wall Street on growth in hardware revenue at September 12 product announcement
Apple (AAPL) introduced two new models of its top of the line iPhone X, the iPhone Xs and the iPhone Xs Max, plus a new phone, the iPhone XR, an update on the iPhone 7 and iPhone 8, plus a new Series 4 version of its Apple Watch today, September 12. Wall Street, which...
Sector Monday for Sector Monday Week: Streaming media market getting even more competitive, which is bad news for Netflix valuation
Sector Monday is my regular (or occasionally regular) post on the investible trends in a timely sector. I'm filling the first of the two weeks while I'm on break in Sicily (it's nasty work but some has to do it) with a week of Sector Monday posts. Normally these posts...
The two minor–but very important–flaws in Apple’s great quarter
If Apple (AAPL) hadn't climbed to become the first $1 trillion company by market cap, these flaws probably wouldn't be worth talking about. But when investors and traders have driven a stock's valuation up to these levels--in clear anticipation that someone not too...
Trump administration tees up next tariffs on $200 billion in Chinese goods
The Trump administration has released a new list of $200 billion in Chinese goods that would be subject to higher tariffs as promised in retaliation for Chinese tariffs in retaliation for earlier U.S. tariffs. The new tariffs won't go into effect until the end of...
Apple’s Worldwide Developers Conference focuses on catching up and differentiation
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Apple beats on earnings; iPhone sales of 52.2 million slightly below consensus of 52.3 million units
It wasn't a big beat and iPhone sales weren't wildly above consensus, but such was the fear and skepticism surrounding Apple (AAPL) that shares rose 3.61% in trading after the earnings announcement. The company reported earnings of $2.73 a share, five cents a share...
Siri hire from Google latest sign of Apple’s new aggressiveness
Yesterday Apple (AAPL) announced that it had hired John Giannandrea, the architect behind Google Assistant, to take its Siri digital assistant from disappointing to amazing again. (Or at least to make it a credible challenger to Amazon's Alexa and Google Assistant.)...
Notes You Need for January 29: AAPL, MCD, savings rate, SQM, TSLA, PYPL, EU trade war,
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A typical entry would resemble this from today: “10:20 a.m.: Apple (AAPL) shares down 2% this morning on news reports out of Japan that the company will lower iPhone X production volume by 50% in the first quarter of calendar 2018. The stories see that Apple has notified suppliers that it will cut production for January-March quarter to 20 million units for the iPhone X instead of the 40 million units projected at the phone’s November release. Apple reports earnings after the market close on Wednesday, February 1.”
Apple gets a two-pronged roasting and the stock stumbles
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
Apple to buy Shazam: Now that’s one great move
Today Apple (AAPL) announced that it would buy Shazam for a price that Recode estimates is around $400 million. How do I like this deal? Let me count the ways. (Apple is a member of my long-term 50 Stocks portfolio.) First, in acquiring Shazam, Apple will get a huge...Jim’s Stock Alerts
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