$Apple(AAPL)$ I just went through the key takeaways from Bank of America’s call on Apple. Bank of America reaffirmed its Buy rating on Apple and raised its price target to $325 from $320. They expect March-quarter revenue of about $113 billion, earnings of $2 a share, and Services revenue growth of 14% year over year. They also anticipate a new $100 billion buyback authorization and a 5% dividend increase. All of this points to a potentially significant April 30 earnings report for Apple. If Apple delivers the upside Bank of America expects, investors might shift focus away from short-term concerns like margin pressure and look at the bigger picture: strong iPhone demand, steady Services growth, solid cash flow, and the potential for AI-drive
$Microsoft(MSFT)$ The stock shouldn't have dropped past 450. Now everyone is clamoring to get back in before we get there. It's going to run really hard this summer, especially if they use some of that 40 billion dollars authorized to buy back stock during the March lows.
$Microsoft(MSFT)$ If you want, the stock can go down tomorrow, the next day, and all next week. Eventually, the calculator can't be ignored. Chances like this only come around every decade or so. Don't be foolish; almost no one can compete with the margins this company brings in. Go look at the books for hours and show me where you see concern about the forward value. Just because you think they're not doing well doesn't mean it's true. Math doesn't lie. Chipotle has a higher PE right now. This is a burrito restaurant we're talking about. What insane person is buying burrito stock at less value here?
$Apple(AAPL)$ plans an AI reboot with a Siri app, new look, and an 'Ask Siri' button in iOS 27. $Apple(AAPL)$ is testing a standalone app for its Siri voice assistant alongside a new 'Ask Siri' feature that will work across the company's software, part of a broader artificial intelligence overhaul. $Apple(AAPL)$ also is modernising Siri by giving it a fresh look and a chatbot-like experience, according to people with knowledge of the matter.
$Apple(AAPL)$ Besides waiving the Jones Act, Trump is considering having the US Treasury Department intervene in the energy futures market and impose export bans on crude oil and refined products. That appears to be a move towards dismantling our capitalist democracy, somewhat akin to socialism. So much for the notion of ‘Make America Great Again’.
People are worried about Anthropic, but they forget that $Microsoft(MSFT)$ has a $5 billion investment in Anthropic too. They are in a position where heads I win, tails I win more.