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Chronicles

The story behind the story

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Apple shares closed up 7.3% at $207.15 in their biggest one-day jump since November 2022, giving the company a $3.18T market cap, just under Microsoft's $3.22T

- The return to all-time high comes after Monday conference  — Shares have underperformed most other big tech names this year

Bloomberg Ryan Vlastelica

Discussion

  • @rachelmetz Rachel Metz on x
    i have 2 words for you: ipad calculator [Image of Apple stock chart at market close]
  • @seyitaylor @seyitaylor on x
    think Apple is in the same place HP was a few decades ago, but that truth is not evenly distributed yet.
  • @markgurman Mark Gurman on x
    Apple Intelligence probably won't bring a super-cycle to the iPhone 16 this fall, but if the company can start churning out engaging new features on a regular basis, it should bode well for the iPhone 17, 18, 19 and beyond. https://www.bloomberg.com/...
  • @benbajarin Ben Bajarin on x
    In case anyone is wondering why investors favored Apple today it is because they are the best positioned to mainstream AI and monetize AI at a consumer services level. Tremendous financial upside for Apple and the software/services ecosystem that thrives on their platforms.
  • @stevesi Steven Sinofsky on x
    @markgurman “Thrown out” is something one who doesn't understand how BigCo work might describe it. Every remarkable big company “re-strategization” starts with a “uh oh, here we go” from MS GUI, MS Internet, FB Mobile, Apple iPhone. Some fail, eg Google social. So necessary not s…
  • @markgurman Mark Gurman on x
    The initial stock reaction to Apple Intelligence was negative but the stock is up 7% today. Why? Wall Street had time to digest how broad the suite of AI features is — there was so much thrown out at once in a rushed manner yesterday. The lack of a real leapfrog is irrelevant.
  • @munster_gene Gene Munster on x
    $AAPL up ~5% to all time high (Nasdaq is flat).  This is just the start of Apple's next growth chapter because these AI features make devices more valuable and powered in part by Apple's unique data.  These experiences will be a must have for Apple customers...