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#aapl — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #aapl, aggregated by home.social.

  1. Deep dive into Apple's AI strategy — late entrant or calculated bet? 🍎

    The company hired 12K people, made 7 acquisitions, and bet its future on on-device AI over the cloud. But with $AAPL already pricing in optimism, the risk is asymmetric.

    A thread on the $100B bet that will define Apple's next decade.

    post.kapualabs.com/2p94vy4t

    #Apple #ArtificialIntelligence #Investing #AAPL

  2. Apple sits at the center of a growing policy collision: privacy regulation rewards its data-minimal model, while DMA-style competition rules target the ecosystem control that makes that model possible.

    New analysis explores this "regulatory barbell" and what it means for Big Tech strategy.

    post.kapualabs.com/2p8hjrm7

    #Privacy #DigitalMarketsAct #AAPL #TechRegulation

  3. Apple sits at the center of a growing policy collision: privacy regulation rewards its data-minimal model, while DMA-style competition rules target the ecosystem control that makes that model possible.

    New analysis explores this "regulatory barbell" and what it means for Big Tech strategy.

    post.kapualabs.com/2p8hjrm7

    #Privacy #DigitalMarketsAct #AAPL #TechRegulation

  4. 11M barrels/day offline. Oil surged ~80% YTD. And the futures curve is pricing a quick resolution.

    My latest analysis breaks down the multi-front supply crisis, the dangerous backwardation trap, and how $AAPL is exposed through consumer spending, inflation, and currency channels.

    The physical-futures spread is the key metric to watch. 🛢️

    post.kapualabs.com/2p9e984m

    #OilMarkets #Geopolitics #AAPL #Investing

  5. Apple advierte que habrá escasez de Mac mini y Mac Studio durante varios meses.

    Tim Cook reconoció que la demanda ha sido mucho mayor de la esperada, impulsada por el uso en IA y agentes. 📉

    #AAPL #MacMini #MacStudio

  6. Las reservas de memoria de Apple se mantienen estables por ahora, pero Tim Cook advirtió que será cada vez más difícil evitar subidas de precios en los próximos trimestres debido al alto coste de la memoria impulsado por la IA. 📈

    #AAPL

  7. MacBook Neo introuvable, iPhone 17 en rupture, RAM : les coulisses d’un trimestre historique
    mac4ever.com/195967
    #Mac4Ever #AAPL #Apple

  8. Apple solicitará el reembolso de los aranceles declarados inconstitucionales por la Corte Suprema.

    Tim Cook anunció que reinvertirán todo el dinero recuperado en innovación y fabricación avanzada en Estados Unidos. 🇺🇸

    #AAPL

  9. Apple bate récord en gasto de I+D: alcanzó los **11.400 millones de dólares** en el Q2 2026, un +34% interanual.

    Tim Cook confirmó que la inversión en IA está creciendo a un ritmo mucho mayor que el resto de la compañía. 📈

    #AAPL #AppleIntelligence

  10. Las acciones de Apple suben tras los resultados del Q2 2026.

    Rebotaron hasta +5,35% en after-hours y cerraron con +1,86%. Tim Cook optimista sobre iPhone y Servicios. 📈

    #AAPL

  11. Tim -- “…customer response to Mac Neo has been off the charts…” #Apple #AAPL $AAPL

  12. and there we go, the market finally started listening $AAPL #AAPL #Apple

  13. as expected nothing much other than Tim is great, he's ready for the job, and excited for the future Seemed calm given the visibility of this call #AAPL #Apple

  14. Ternus will speak on today's #AAPL investor call $AAPL #Apple

  15. Today's $AAPL gains wiped away in after-hours trading post Q2 results announcement What happens on/after the call is the real question

    What will guidance be for Q3?

    Will Ternus make an “appearance?”

    What do they share about the Neo?
    #AAPL #Apple

  16. Avec Tim Cook, la valorisation d'Apple a gagné 682 millions de dollars… par jour
    mac4ever.com/195795
    #Mac4Ever #AAPL #Apple #TimCook

  17. A lot will be said about Tim Cook’s legacy and recent actions (and inactions) but financially there is no doubt about what Tim did for #AAPL

  18. Missed a couple headlines while buried in Excel but $AAPL has swapped CEOs *APPLE NAMES JOHN TERNUS AS CEO *APPLE NAMES TIM COOK EXECUTIVE CHAIRMAN and $AMZN investing $5bn in Anthropic, $20bn more "in future". *ANTHROPIC TO SPEND OVER $100B OVER NEXT TEN YEARS ON AWS TECH

    Amazon and Anthropic expand st...

  19. Missed a couple headlines while buried in Excel but $AAPL has swapped CEOs *APPLE NAMES JOHN TERNUS AS CEO *APPLE NAMES TIM COOK EXECUTIVE CHAIRMAN and $AMZN investing $5bn in Anthropic, $20bn more "in future". *ANTHROPIC TO SPEND OVER $100B OVER NEXT TEN YEARS ON AWS TECH

    Amazon and Anthropic expand st...

  20. RE: mastodon.social/@asymco/116251

    I keep seeing people say this but this isn't how I took his comments at all. Cook wants to stay involved...which he would if he moves to board chair as has been rumored #AAPL $AAPL

  21. AAPL : 50 ans de montagnes russes et de records boursiers dlvr.it/TRYSZr #AAPL #Apple

  22. Consumer Tech News (Feb 23-27): US–Taiwan Trade Tensions Escalates, Amazon Invests $12B In US & More Mark Kelly emphasized the rapid workplace impact of artificial intelligence and called for...

    #AAPL #AI #AMD #AMZN #ASML #BABA #CRM #DDS #DOCU #Equities #FFAI

    Origin | Interest | Match
  23. Consumer Tech News (Feb 23-27): US–Taiwan Trade Tensions Escalates, Amazon Invests $12B In US & More Mark Kelly emphasized the rapid workplace impact of artificial intelligence and called for...

    #AAPL #AI #AMD #AMZN #ASML #BABA #CRM #DDS #DOCU #Equities #FFAI

    Origin | Interest | Match
  24. "Invest with a fierce curiosity, and the patience of a snail" - Warren Buffett go long on $AAPL $NVDA $MSFT $TSLA $PLTR and you'll be eating high on the hog

    RE: https://bsky.app/profile/did:plc:zizy57hl2nqb3zevqen7jzfn/post/3mci64m2xtk2u

  25. Apple dołącza do elitarnego klubu. Wartość firmy przekroczyła 4 biliony dolarów

    Wartość rynkowa Apple na krótko przekroczyła we wtorek rano (w Polsce było już popołudnie) 4 biliony dolarów.

    Tym samym firma z Cupertino stała się trzecim publicznie notowanym przedsiębiorstwem na świecie, któremu udała się ta sztuka. W elitarnym klubie „czterech bilionów” znajdują się już Nvidia oraz Microsoft.

    Apple szykuje cztery nowe aplikacje Pro na iPada

    Pierwszą firmą, która przebiła tę barierę, była w lipcu tego roku Nvidia – obecnie jej wycena zbliża się już do 5 bilionów dolarów. W tym samym miesiącu próg 4 bilionów osiągnął także Microsoft, który po chwilowym spadku, dziś rano również powrócił powyżej tej historycznej granicy.

    Warto przypomnieć, że to Apple było pierwszą na świecie firmą, która w styczniu 2022 roku osiągnęła wycenę 3 bilionów dolarów. Od tego czasu, głównie z powodu globalnego popytu na układy AI, została spektakularnie wyprzedzona przez Nvidię.

    Pozostali technologiczni giganci są daleko w tyle. Kapitalizacja rynkowa Alphabetu (spółki-matki Google) wynosi 3,25 biliona dolarów, Amazona 2,42 biliona, a Meta (Facebook) wyceniana jest na 1,90 biliona dolarów. Za ostatni wzrost notowań Apple odpowiada przede wszystkim silny popyt na wprowadzone we wrześniu nowe modele iPhone’a 17.

    M6 MacBook Pro – data premiery, cena i najważniejsze nowości

    #4BilionyDolarów #AAPL #Apple #finanse #giełda #iPhone17 #kapitalizacjaRynkowa #Microsoft #news #nvidia #technologia

  26. Where lawful corporate governance ends and the personalist regime begins

    I embarrassed myself when, back in January, I asked whether wind energy investors had standing to sue the Trump administration over a presidential memorandum pausing all federal approvals for wind power development. I was suffering at the time from the delusion — common to most writers, I suppose — that readers would respond or at least consider the point. Instead, crickets. I guess it was what the experts would call a dumb question, which wouldn’t be the first one I’ve asked and won’t be the last, or it just wasn’t the sort of thing that grabs people’s attention nowadays. (I would never claim to have my finger on the popular pulse.) In any case, it was a failed bid.

    I was, however, on to something. I just didn’t know what, but now I think I have a slightly better idea. It’s not only that Trump’s Quixotic madness about windmills has been on full display ever since; “adverse market development in the US,” as an Ørsted executive euphemistically puts it, has interrupted big projects like Empire Wind and sent wind energy stocks plummeting. It’s also that Trump continues to assert his (unlawful) prerogative to control and extort companies, whole industries, and markets.

    Acting arbitrarily, corruptly (witness the Paramount or Tim Cook bribes), and with undisguised prejudice, Trump is trying to replace the invisible hand that we were supposed to believe was at work in the free market with his own bruised, rotting Chaos Monkey paw.

    He has reserved for his regime a “golden share” as a condition for approving deals (auguring “a ‘meaningful shift’ in America’s approach to capital markets,” as a writer in the FT delicately puts it), spooked investors by calling unflattering economic data rigged, imposed import and export taxes with unfair exemptions for cronies and flatterers, arrogated to himself powers reserved for boards (witness the call, last week, for the CEO of Intel to step down), and repeatedly offended shareholder rights and prerogatives.

    L’actionnaire c’est moi, or something like that, and though boards have gotten very good at ignoring ordinary investors, they are hardly known for standing up to this kind of political pressure. As for CEOs, they have shown that they are all too ready to capitulate and collude.

    This non-stop chaos, oafish meddling, and strong-arm interference may at times look clownish, but it will have serious consequences. Sure, it creates “uncertainty” (the rhetorical fig leaf the business press uses when the Chaos Monkey exposes himself), and of course it will lead to misallocation of capital. But that’s hardly the main trouble.

    It marks the spot where lawful corporate governance (such as we knew it) ends and the personalist regime begins.

    Greg Ip, with whom I usually disagree, appears to make a fair point when he calls this “State Capitalism with American Characteristics,” but I would prefer State Capitalism with Coherent Industrial Policy to to what we actually have, and Ip’s label doesn’t quite capture the personalist element: L’etat c’est moi donc l’actionnaire c’est moi, or something like that.

    Let’s just say that it looks like we are heading for — or perhaps we are already in the throes of — a full-blown governance crisis. It may already be too late to push back, but it sure would be nice to see boards and big institutional investors try.

    Type your email…

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    #AAPL #DNNGY #INTC #PARA #autocracy #capitalMarkets #corpgov #corporateGovernance #corruption #cronyism #freeMarkets #kakistocracy #kleptocracy #liberty #personalism #personalistRegime #ruleOfLaw #shareholderRights

  27. Tech January 2023

    #AAPL +15%
    #MSFT +3%
    #GOOG +11%
    #AMZN +20%
    #TSLA +60%
    #NVDA +36%
    #TSM +25%
    #META +19%
    #BABA +20%
    #ASML +20%
    #AVGO +6%
    #ORCL +6%
    #CSCO +2%
    #CRM +25%
    #TXN +9%
    #NFLX +20%
    #QCOM +24%
    #SAP +14%
    #PDD +16%
    #IBM -5%
    #AMD +17%
    #INTU +8%
    #INTC +6%
    #SONY +17%
    #BKNG +20%
    #AMAT +15%
    #ADP -5%
    #PYPL +9%
    #NOW +18%
    #ADI +6%
    #ABNB +31%
    #EQIX +11%
    #LRCX +21%
    #MU +20%
    #SHOP +38%
    #UBER +22%
    #ATVI +0%
    #MELI +43%
    #NTES +16%
    #KLAC +4%
    #SNPS +11%
    #VMW +0%
    #SNOW +15%
    #CDNS +15%
    #PANW +15%
    #WDAY +7%

  28. Tech January 2023

    #AAPL +15%
    #MSFT +3%
    #GOOG +11%
    #AMZN +20%
    #TSLA +60%
    #NVDA +36%
    #TSM +25%
    #META +19%
    #BABA +20%
    #ASML +20%
    #AVGO +6%
    #ORCL +6%
    #CSCO +2%
    #CRM +25%
    #TXN +9%
    #NFLX +20%
    #QCOM +24%
    #SAP +14%
    #PDD +16%
    #IBM -5%
    #AMD +17%
    #INTU +8%
    #INTC +6%
    #SONY +17%
    #BKNG +20%
    #AMAT +15%
    #ADP -5%
    #PYPL +9%
    #NOW +18%
    #ADI +6%
    #ABNB +31%
    #EQIX +11%
    #LRCX +21%
    #MU +20%
    #SHOP +38%
    #UBER +22%
    #ATVI +0%
    #MELI +43%
    #NTES +16%
    #KLAC +4%
    #SNPS +11%
    #VMW +0%
    #SNOW +15%
    #CDNS +15%
    #PANW +15%
    #WDAY +7%

  29. Tech January 2023

    #AAPL +15%
    #MSFT +3%
    #GOOG +11%
    #AMZN +20%
    #TSLA +60%
    #NVDA +36%
    #TSM +25%
    #META +19%
    #BABA +20%
    #ASML +20%
    #AVGO +6%
    #ORCL +6%
    #CSCO +2%
    #CRM +25%
    #TXN +9%
    #NFLX +20%
    #QCOM +24%
    #SAP +14%
    #PDD +16%
    #IBM -5%
    #AMD +17%
    #INTU +8%
    #INTC +6%
    #SONY +17%
    #BKNG +20%
    #AMAT +15%
    #ADP -5%
    #PYPL +9%
    #NOW +18%
    #ADI +6%
    #ABNB +31%
    #EQIX +11%
    #LRCX +21%
    #MU +20%
    #SHOP +38%
    #UBER +22%
    #ATVI +0%
    #MELI +43%
    #NTES +16%
    #KLAC +4%
    #SNPS +11%
    #VMW +0%
    #SNOW +15%
    #CDNS +15%
    #PANW +15%
    #WDAY +7%

  30. Tech January 2023

    #AAPL +15%
    #MSFT +3%
    #GOOG +11%
    #AMZN +20%
    #TSLA +60%
    #NVDA +36%
    #TSM +25%
    #META +19%
    #BABA +20%
    #ASML +20%
    #AVGO +6%
    #ORCL +6%
    #CSCO +2%
    #CRM +25%
    #TXN +9%
    #NFLX +20%
    #QCOM +24%
    #SAP +14%
    #PDD +16%
    #IBM -5%
    #AMD +17%
    #INTU +8%
    #INTC +6%
    #SONY +17%
    #BKNG +20%
    #AMAT +15%
    #ADP -5%
    #PYPL +9%
    #NOW +18%
    #ADI +6%
    #ABNB +31%
    #EQIX +11%
    #LRCX +21%
    #MU +20%
    #SHOP +38%
    #UBER +22%
    #ATVI +0%
    #MELI +43%
    #NTES +16%
    #KLAC +4%
    #SNPS +11%
    #VMW +0%
    #SNOW +15%
    #CDNS +15%
    #PANW +15%
    #WDAY +7%