Apple

Apple page with a live chart and the latest ThriveInMarkets notes that mention Apple. Commentary only, not a recommendation to buy or sell.

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AI take

Loop Capital cut its rating on Apple, arguing that iPhone shipment cuts for the second half now look demand-driven rather than a supply bottleneck that could be made up later, and flagging gross-margin risk from rising memory costs. That sits on top of a Jefferies note that flagged weak iPhone 18 Pro demand in China and component order cuts. Meta's Muse Spark Open, optimized to run locally on paired M5 Ultra Mac Studios using Apple's MLX framework, remains a constructive on-device AI overlay. Watch whether the hardware story actually moves units, tonight's Meta print, and Apple's next earnings report.

Scheduled take · 2026-10-21T03:10:04Z