IBM Share Price Off 20% in Past Year
IBM posted better-than-expected earnings, and the stock rallied. However, investors are not sold on the company's long-term prospects.
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From John D. Stoll's "Time for Tesla to Study The Apple Playbook" in Saturday's Wall Street Journal ($).
What to expect Tuesday from Apple’s March guidance
Four versions of Apple's fiscal Q2 2019 consensus, freshly gathered Friday morning.
Bernstein: How many unsold iPhones is Apple sitting on?
From a note to clients by analyst Toni Sacconaghi that landed on my desktop Friday.
Morgan Stanley: $152.70* was an attractive entry point for Apple
"Valuation has overshot realistic long-term fundamental outcomes."
Why Intel’s Q4 Bottom Line Isn’t Good Enough
Intel shares tumbled early Friday after it released mixed quarterly results after the markets closed on Thursday.
CIRP: The iPhone XR killed in the U.S. last quarter
This is what Apple execs have been saying for months.
Strategy Analytics: iPhone China sales fell 22% in 2018
"Apple is in danger of pricing the iPhone out of China."
‘Apple missed the mark because it missed the market’
A rant from a friend of the blog who's been traveling a lot overseas.
Why Cannaccord Genuity Sees Huge Upside in Select Internet Stocks
The analyst believes steady fundamentals likely supported a recovery in these internet stocks, with the space rebounding sharply in the first 15 trading days of 2019.
Munster: Street hasn’t come to terms with Apple’s miss
"Apple will report a record quarter for EPS. This gets lost in negative headlines."
Apple 3.0: iPhone revenue fell 17% last quarter (fiscal Q1 2019)
Despite higher average selling prices, iPhone receipts could hit levels not seen since 2016.
What to Watch When Intel Reports After the Close
Intel is set to report its most recent quarterly results after the markets close on Thursday, and analysts are looking for solid year-over-year growth.
Apple confirms cuts in autonomous systems team
This is not the first time Apple has had to rethink its autonomous systems efforts.
Cowan: iPhone production down 21% in March quarter
And down another 20% year over year in June.