Leonerd
04-27 20:54
$Apple(AAPL)$  


Neo MacBooks has opened a new market for Apple. There will be a new slew of users for its Apple ecosystem, including its services. Apple products are very sticky and Neo MacBooks are the entry point for the budget users.


Apple will soon be integrating Gemini into its Siri models, which should be a good driver for its products. 


Agentic AI wise, there has been users who snap up Macstudios to run openclaw. CPUs has been on a tear lately with intel and amd leading the pack. Hope to see some blowout numbers and marketing on this front. 

Apple Drops After Ternus Debut: Can Earnings Stabilize the Stock?
$AAPL$ slipped -0.87% to near $271 as incoming CEO John Ternus prepares to deliver his first public scorecard with Q2 FY26 results due this week, with markets scrutinizing strategic continuity and AI direction. Core variables: whether Services revenue growth holds above 20% to offset iPhone hardware pressure, and the first quantified disclosure of Apple Intelligence user penetration rates. If AI feature monetization underwhelms in Ternus's debut quarter, can the succession premium hold?
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