You know the old expression, and Apple a day keeps the doctor away… well I had some thoughts on the stock on Friday (Home for the Tax Holidays) as it relates to some hot-button political …
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Yesterday in this space I did a little compare and contrast between expectations into Amazon.com (AMZN) and Alphabet’s (GOOGL) Q3 earnings due out last night (here). In a nutshell, I emphasized: AMZN is likely the one …
Continue readingApple (AAPL) reported their fiscal Q4 results last night. In a quarter whose last two weeks benefited from pre-orders and initial sales of their highly anticipated iPhone 7 & 7+, the company’s press release instead highlighted …
Continue readingEvent: Apple (AAPL) reports their fiscal Q3 results tonight after the close. The options market is implying about a 4% move in either direction*, which is shy to the average of about 5.5% over the …
Continue readingEvent: Next week Apple (AAPL) will hold their annual World Wide Developers Conference with a keynote address likely given by CEO Tim Cook (not confirmed yet) at 1pm eastern on Monday June 13th. With the stock …
Continue readingOMG, the FT is reporting that Eddy Cue, the Apple (AAPL) exec in charge of iTunes, Music and iCloud, “raised the prospect… of buying Time Warner… at the end of last year with Olaf Olafsson, Time …
Continue readingIn case you missed it, Apple (AAPL) reported their fiscal Q2 results last night. They were generally in-line, representing the first year over year quarterly revenue decline since 2003. But what’s really spooking investors (the …
Continue readingEvent: Apple (AAPL) reports fiscal Q2 results tonight after the close. The options market is implying about a 4.5% one day move, which is shy of the implied move prior to their Q1 report in late January of 6.25%, …
Continue readingLast night on CNBC’s Fast Money the panel discussed the opportunity for Apple (AAPL) in other emerging markets like India, on the heels of a couple years of sensational growth in China, watch here: It’s …
Continue readingRegular readers know that macro ain’t exactly my bag, I’m more of a U.S. stock/options monkey. But every so often a headline outside my wheelhouse catches my eye and I dig a little deeper. Like …
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