September 2, 2025 | Daily JAM, GOOG, Top 50 Stocks |
In his decision of the remedies in one of Alphabet’s (GOOG) anti-trust cases, Judge Amit Mehta ruled late Tuesday, September 2, that Alphabet must open up competition in online search by sharing more data with competitors, and said that the company could not enter exclusive contracts for search. But Mehta ruled that Alphabet did not have to divest its Chrome the browser, the world’s top browser by market share. Today’s decision followed Mehta’s ruling last year that Alphabet held an illegal monopoly in online search and search advertising. Shares in Alphabet rose after hours, gaining 5.7%.
July 8, 2025 | Daily JAM, Special Reports |
Going forward, I’m not all that interested in investing in the “old” Magnificent Seven. But I am interested in investing in a new “enhanced” Magnificent Seven that builds on and increases the exposure of these stocks to the market’s AI enthusiasm.
July 1, 2025 | AAPL, Daily JAM, Top 50 Stocks |
Apple (AAPL) is moving away from a strict reliance on in-house models for Siri and is actively exploring partnerships with third-party AI providers like OpenAI (ChatGPT) and Anthropic (Claude). Apple had focused on
developing proprietary AI technology for its Siri digital assistant.
June 8, 2025 | Daily JAM |
I’d be surprised if we don’t get a week full of the unexpected from China tariff talks to EU tariff talks to the National Guard in the streets of Los Angeles–and more that I can’t begin to anticipate. So Apple’s (AAPL) World Wide Developers Conference stands out as a bulwark of predictability. The likely result will be disappointing to investors. Apple isn’t likely to announce anything that will reverse current sentiment that sees Apple as woefully behind in the AI race. Rather than boosting the stock–down 18.37% for 2025 as of the close on June 6–I think the event will put new downward pressure on the shares.
May 23, 2025 | Daily JAM, Morning Briefing, Short Term |
In a Truth Social post today, Friday, May 23, President Donald Trump threatened a new 50% tariff on the European Union and a 25% tariff on Apple if the company failed to move iPhone manufacturing to the United states.
April 13, 2025 | Daily JAM |
Commerce Secretary Howard Lutnick said on Sunday the administration’s decision to exclude smartphones, computers and other popular electronic items from reciprocal tariffs was just temporary. The items will be subject to “semiconductor tariffs, expected to be implemented in “a month or two,” Lutnick said in an interview with ABC. “All those products are going to come under semiconductors, and they’re going to have a special focus type of tariff to make sure that those products get reshored.” President Donald Trump on Friday exempted a host of consumer electronic devices from reciprocal tariffs that include 125% tariffs on Chinese imports and 10% baseline tariffs on other countries. President Trump himself on Sunday posted that phones, computers and other popular electronic items will still be hit by tariffs.
April 12, 2025 | Daily JAM |
Late Friday, April 11, the Trump administration announced that smartphones, computers and other electronic components are exempt from reciprocal tariffs, days after the United States imposed the highest levies on foreign goods in a century.
April 5, 2025 | Daily JAM |
more, much more tariff turmoil. The net direction is unclear to me. It depends on which of the possible events this week happen–and what the details are.
Here are the tariff turmoil events that I’m watching in the upcoming week.
April 3, 2025 | Daily JAM, Special Reports, Volatility |
Today the Standard & Poor’s 500 fell 4.25%, dropping into a correction. The NASDAQ Composite dropped 5.43%, also into a correction. The small cap Russell 2000 lost 6.59%. We don’t have to search for the cause of todays drop: yesterday President Donald Trump announced tariffs with a global minimum rate of 10% and rates on individual U.S. trading partners that included a 20% tariff on the European Union and an additional 34% tariff on Chinese goods. The fear is that the tariff increases will set off a global trade war of retaliation, and that the tariffs will push the United States into either a recession or stagflation. Take your pick about which to fear more. So what do you do NOW? That’s the topic of this Emergency Special Report.
April 2, 2025 | AAPL, Daily JAM, Morning Briefing, NKE, WMT |
My first take away from President Donald Trump’s Rose Garden speech on his new global reciprocal tariff plan is that it worse than expected. In some cases shockingly worse.
April 1, 2025 | AAPL, Daily JAM |
By itself, the display stand in the main Vodafone store in Venice doesn’t prove much. But with the context of European anger at U.S tariffs and consumer boycott of U.S. goods in countries like Denmark, I found the empty rack fro Apple’s iPhone and the big display of phones from China’s Xiaomi, well, suggestive.
March 14, 2025 | AAPL, Daily JAM, Mid Term, Videos |
Today’s Quick Pick is Apple (AAPL). This is a short term buy or, if you own it, a “get ready to sell.” Apple’s Worldwide Developers Conference happens in early May, and the stock usually gets a bounce from new product and technology announcements. This year we’re likely to hear more on AI. Apple’s stock hasn’t performed all that well lately, and I don’t want to hold the stock after the expected pop from the conference and new product releases in the fall. I worry about the long term choices the company is making. Apple has decided not to offer a low-price, affordable introductory iPhone as a gateway to their suite of products. They’ve effectively ceded the lower end of the market to other players–especially in China. They’ve also just announced that the AI add-ons to Siri they promised have been delayed and it’s unclear when they’ll be available. Apple is lagging in AI as other companies race ahead. We can expect disappointing sales in December–particularly out of China. I don’t want to hold on to the stock at the end of the year and I’m looking to sell on a bounce after the conference and new product launches in September.
