October 16, 2021 | AAPL, Daily JAM |
I expect a big tech sector reaction to Apple’s (AAPL) new product event on Monday. This is Apple’s second product event, following on the earlier iPhone 13 presentation. With chip stocks in particular and tech stocks in general–including Apple–looking for a direction–up or down–this event will shape sentiment on the sector–at least for a few days.
October 12, 2021 | Daily JAM, Top 50 Stocks |
Today Bloomberg reported, based on conversations with unnamed sources, that Apple (AAPL) is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units because of prolonger shortages of the chips used in its newest smartphone model.
January 8, 2021 | Daily JAM, Stock Alerts, Top 50 Stocks, TSM |
Today, January 8, Taiwan Semiconductor Manufacturing (TSM), the worlds largest contract chipmaker, reported December sales that translate into record quarterly revenue with estimated sales in the quarter climbing to $12.9 billion (361.5 NT$). (The company reports its quarter on January 14.) The projections based on December revenue amount to a 25% increase in revenue in 2020 from 2019.
January 22, 2020 | AAPL, Daily JAM, Stock Alerts |
There's no official announcement from Apple yet, but iPhone assemblers including Hon Hai Precision Industry, Pegatron, and Wistron, are planning to begin producing a new lower-cost iPhone in February. Apple is expected to official announce the new phone in March....
December 12, 2019 | Daily JAM |
In my set up to this Special Report: 12 Bargain Stocks NOW I laid out the reasons for adding some bargain stocks to a portfolio. (You can find that set up in my Special Report in the Special Reports pane on the home page of JubakAM.com. I'll add these picks to that...
October 30, 2019 | AAPL, Daily JAM, Stock Alerts |
After the close today Apple reported fiscal fourth quarter revenue of $64 billion. That was up from $62.9 billion in the fourth quarter of fiscal 2018 and above the $63 billion consensus forecast from Wall Street analysts. Net income dropped to $13.7 billion from...
October 4, 2019 | AAPL, Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Today Japan's...
September 7, 2019 | AAPL, Daily JAM, Short Term |
...lots of speculation on what the Federal Reserve will do and say about interest rates next week on September 18. What has become the routine squeaking and squawking about the U.S.-China trade war/trade talks. More fun and games from London (where the legal opinion...
August 22, 2019 | AAPL, Daily JAM, Stock Alerts |
Two big clouds of doubt hover over shares of Apple (AAPL). First, will the continuing U.S.-China trade war take another bite out of Apple's China revenue? And/Or disrupt Apple's China supply chain, saddling the company with higher tariffs on its made in China iPhones?...
June 19, 2019 | AAPL, Daily JAM |
President Donald Trump has argued that slapping higher tariffs on Chinese goods exported to the United States would bring jobs back to this country--if China didn't agree to a new trade deal--as companies moved factories in order to avoid the higher tariffs. According...
January 24, 2019 | Daily JAM |
Apple (AAPL) has hired Samsung's head of global battery development, Soonho Ahn. At Samsung SDI, the battery-producing affiliate of Samsung Electronics, Ahn led development of lithium battery packs and worked on next generation battery technology. Two ways that this...
October 15, 2018 | Daily JAM, Videos |
JIM’S VIDEO: I still own an Apple iPhone 5, and every year I look at the new models, and their ever higher prices, and I say, “No, not yet.” That reaction was even stronger this year when Apple announced its prices for the new top-of-the-line iPhone XX Max would begin at $1099, and go up to $1499.