AAPL News
R40 coverage and dated third-party headlines for Apple Inc. (AAPL).
R40 Coverage
We Said Buffett's Apple Selling Was the Statement. Apple Then Became the Most Valuable Company in the World.
In February we argued that Warren Buffett quietly selling down two-thirds of his Apple stake was itself the argument. Five months later Apple overtook Nvidia to become the most valuable company on earth — and we never wrote the follow-up. Berkshire reports Monday, for the third time under a different CEO, and the number most likely to be misread is its earnings per share.
Apple Q3 FY2026: Tim Cook's Final Quarter as CEO — a Beat That Still Cost Investors Billions
Apple beat on revenue and EPS, grew iPhone sales 22%, and posted its best June quarter ever — then fell more than 6% after hours on weak guidance and Tim Cook's warning about a 'hundred-year flood' in memory chip supply. In his final earnings call as CEO, the real story was what came next, not the quarter itself.
The AI Capex Bet, Six Months In: What the Mag 7 Actually Spent (and What the Market Learned)
Our February call was a $700B AI capex arms race. Six months and a full Q2 earnings season later, actual guidance has blown past that number, free cash flow is cratering at multiple hyperscalers, and the market has started rewarding capex very differently depending on who's spending it. Here's what changed.
Apple Just Posted Its Best Quarter Ever. Buffett Kept Selling.
Apple posted a record $143.7B quarter with 16% revenue growth. Buffett sold another 10.3M shares. The FTC is circling. And the stock is down 8% from its January highs. Something doesn't add up.
The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race
The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.
Prediction Markets
February 2026
Apple to allow third-party voice AI in CarPlay
Opening CarPlay to external chatbots with voice control in coming months.
January 2026
Market sentiment on fire for Apple
X sentiment is 80% bullish post-earnings beat, with analysts raising targets to $280; highlights iPhone supercycle.
Apple worst performer in Mag7
Apple experienced its worst RSI since the GFC and nine straight red weeks (worst since 1993).
Apple Earnings Recap: Stock Rises As Q4 Revenue Beat
Review of Q4 FY2025 earnings with revenue beat; discusses AI infrastructure spending and stock surge.
Apple Oversold with RSI at 21
Apple hit extreme oversold levels (RSI 21), historically bouncing within 2 days in similar cases.