$Apple(AAPL)$ For a large company like Apple, the CEO apparent has been heavily involved in company direction and strategies for a while. I'd speculate that John has been making key decisions on strategies related to specs and competitive pricing to grow iPhone 17e and Macbook Neo, as well as partnering with Google on AI functionalities. I am looking forward to John bringing innovative products and services and profitable growth to shareholders for years to come.
$Apple(AAPL)$ Apple's incoming CEO John Ternus told employees he's especially excited to step into the role now, because Apple is about to change the world once again. He said Al creates almost unlimited potential and will unlock new opportunities across Apple's products and services.
$Apple(AAPL)$ To me, a CEO with a strong engineering background is highly desirable, especially considering the near-future direction of Apple products.
$Apple(AAPL)$ To be clear, this $Xiao I Corp(AIXI)$ lawsuit refers to a major patent infringement case brought by Xiao-I Corporation, a Chinese AI company, against Apple. The key development is that on March 27, 2026, China's Supreme People’s Court issued a final judgment rejecting Apple's attempt to invalidate Xiao-I's core AI patents, which is a significant legal win for the startup.
$Apple(AAPL)$ Just take a look at today's chart. It shows exactly what we predicted: plenty of V and W patterns, and our favorite indicator—the inverted V, aka the foil hat.
$Microsoft(MSFT)$ A positive development for $Talphera Inc.(TLPH)$ 's Niyad, grounded in real-world evidence accumulated over 30 years. FDA Commissioner Dr. Marty Makary noted they are eliminating barriers to leverage this evidence for faster patient access to crucial treatments. He added this reform will enable the use of large-scale databases, such as cancer registries, to understand how treatments perform in practice.
$Microsoft(MSFT)$ I purchased a $650 $Dell Technologies Inc.(DELL)$ laptop. Then paid $350 for software. So, you cannot run computers without software. All the $NVIDIA(NVDA)$ chips in the world will still need software. AI in the short term cannot create software to make my laptop work. In the long term, such a thing would be possible. In the medium term, we need software companies to make software or we cannot use computers.
$Apple(AAPL)$ The 1-year return beat the S&P, the 2-year return beat the S&P, the 3-year return beat the S&P, and the 5-year return beat the S&P. It's right there on the summary page. Numbers don't lie.
$Microsoft(MSFT)$ Who moderates this thing? I have had dozens of positive, informative posts rejected. The P/E is 24 – you have to be crazy not to have a bullish rating on this company, which is involved in PC, software, AI, cloud, gaming, enterprise, and more.
$Apple(AAPL)$ Goldman Sachs reiterated a Buy rating and a $330 share price target on AAPL. The bank examined the firm’s App Store performance in its coverage. It noted that App Store spending trends were improving, with spending growth of 7% in one month accelerating by one percentage point over the previous month's 6% growth. Goldman added the App Store growth should contribute meaningfully to Apple’s Services business. Along with Goldman Sachs, Bernstein also expressed a positive view on the firm. It reiterated an Outperform rating and a $325 share price target. Bernstein cited Apple’s record iPhone revenue and optimistic growth guidance, pointing out that the firm was navigating the turmoil in the memory ind