Apple

Gene and Doug discuss news for January 6th: Reports of Facebook nixing development of an MR OS in favor of a VR OS are to be expected. To call the metaverse early is an understatement, and big tech will be…

Gene, Andrew and Doug reminisce about covering Apple together for 15 plus years and weigh in on what Apple’s biggest surprise of 2022 will be. Takeaways: Gene and Andrew believe the biggest surprise in 2022 will be Apple revealing a…

Gene and Doug do a deep dive into Loup’s 2022 tech predictions. Takeaways: Apple and Facebook will battle for the spot as top performing FAANG stock, with both companies benefiting from anticipation around the metaverse. The reason for our optimism…

Over the last five years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2022: 1. Apple and Facebook will duel for the spot as the top-performing FAANG stock in 2022,…

Over the past month, shares of AAPL are up 21% to $179.50. If the stock reaches $186, it will be the first company to cross the $3 trillion valuation milestone. Hitting this mark will be a catalyst for investor debate…

Entering Black Friday we observed lead times at Apple for ten products in six countries that suggested the gap between demand and supply is slightly wider than what we would have anticipated given company commentary on the September earnings call.…

Last year, we predicted a few items for this year’s gift guide: AirTags | $29 | Apple’s network-driven approach to tracking your stuff. AirPods Studio [AirPods Max] | $549 | The ultimate AirPods listening experience. Tickets to Broadway | $29+…

It’s no surprise that heading into Black Friday we found demand for Apple’s products outpacing supply. More notably, a snapshot shows the gap between demand and supply is slightly wider than what we would have anticipated given company commentary on…

Talk of Apple building a car is not new. In fact, they’ve been orbiting the possibility for the last seven years. During that time, the response from investors could best be described as a collective rolling of the eyes. Until…

The best way to understand a product or service is to experience it. That’s what Loup contributor Zheng Li recently did with the purchase of an Apple TV with Enjoy delivery and setup. The bottom line: it was a smooth…

Facebook is now Meta. Gene and Andrew discuss why it’s a bigger deal than a simple name change, indicating a clear strategic shift for the company.

Below are the read-throughs for the upcoming Apple and Amazon September earnings based on results from Google, Microsoft, and Twitter, along with their key takeaways. Apple read As for the macro, Google did not caution as much about the soft…