Apple Inc.
Apple was portrayed as both a major beneficiary of technology and AI-related investment and a source of concentration risk in a narrow, highly valued market. Ted Oakley said his firm owns Apple but is not aggressively chasing hyperscalers, while Patrick Ceresna questioned whether Apple and other megacaps can keep masking weak market breadth 714. Coverage also focused on CEO John Ternus’s early reorganisation, a renewed design emphasis, and an acceleration of product development 56282930. Bloomberg items highlighted Apple’s prospective smart-home push, privacy controls, payments expansion in India, foldable-phone sales expectations and a limited iPhone service problem 8922232526.
From the window to Oct 6, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 3 voices2 bearish1 bullish
Strongly bearish
- GAGuy AdamiStrongly bearish Expects Apple shares to break the uptrend line and back and fill toward the June low of 275. “if we were to break that, which I do think there's a relative decent chance of that happening” ▶ 16:32 If Not Now, Then When Will These AI Companies Go… · 12 Oct
Bearish
- DNDan NathanBearish Sees the Apple order-cut story and weak guidance as pointing to a soft setup into earnings. “this story is not particularly interesting to me right here, Guy” ▶ 15:55 If Not Now, Then When Will These AI Companies Go… · 12 Oct
Bullish
- DBDeirdre BosaBullish Expects Apple's eventual personal-assistant product to take the market given its distribution and trust. “I just can't wait until Apple has its version and it feels like it's going to take the market, right? They have the distribution.” ▶ 17:30 Deirdre Bosa: The AI Model Race Is Over. It’s a … · 14 Oct
2 bearish1 bullish
Also asked
Mentions
29 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 14 mentions
- Walter Bloomberg 5 mentions
- Dan Nathan 4 mentions
- Ed Zitron 2 mentions
- Robin Wigglesworth 1 mention
- Peter Boockvar 1 mention
- Guy Adami 1 mention
- Jeffrey Currie ++ 1 mention
See what your own voices say about Apple Inc., every morning.
Start a desk