Andrew Orr, Bryan Chaffin, and John Martellaro join host Kelly Guimont to discuss Apple’s earnings, and what was said (or not) during the call. With a bonus trolling that Kelly totally fell for.
Bryan joins host Kelly to chat about Apple’s updated guidance, what guidance is, why it matters, and what exactly this update means for Apple stock.
Gregory Zuckerman is a Special Writer at The Wall Street Journal, a 23-year veteran of the paper and a three-time winner of the Gerald Loeb award—the highest honor in business journalism. At the Journal, Greg writes about big financial firms, personalities and trades, as well as hedge funds, the energy revolution and more. Greg is the author of The Man Who Solved the Market: How Jim Simons Launched a Quant Revolution, a New York Times and Wall Street Journal bestseller.
Greg told me the surprising tale about how he got started covering business issues and how he finally landed at the WSJ. He told me how he develops his contacts and works with them to develop breaking stories. We talked about his award winning work and what kind of effort that takes. We finished with his latest book describing how Jim Simons and his team of physicist-analysts changed investing forever—and got rich in the process.
Wall Street analysts believe that as many as 200 million users could upgrade to iPhone 11, some of them in China despite the trade war.
Bryan Chaffin is joined by Chuck Joiner from MacVoices to discuss Facebook’s ongoing crisis of blunders and mistakes, and whether or not CEO Mark Zuckerberg should go. They also look at what seems to be Tumblr’s real-time death spiral, and debate whether or not Wall Street is punishing Apple for not reporting iPhone sales and whether or not that’s OK.
Thasos Group recently captured user location data around a Tesla factory, created a map of it, and sold it to its hedge fund clients.
The reality is that Apple’s overall numbers included a mix of good and bad things, but it’s Apple’s iPhone X performance that will woo Wall Street when the markets open Friday.
Apple has more than 715 million active iPhones in the wild, according to BMO Capital Markets analyst Tim Long. In a research note to clients, Mr. Long said that Apple’s installed base increased 20% year-over-year in December of 2016, a reflection of iPhone’s long lifespan.