Best Aapl Podcasts (2024)

1
A Record-High AAPL Close - MOSK: 07.03.2024 10:59

24h ago10:59

10:59

- Apple Shares Close at Record High - Evercore Sees Upside to Apple Services - Alternative Payment Methods Accepted for Apple Vision Pro App Store in EU - Resident Evil 7 Biohazard Hits M-Series/A17 Apple Hardware - Apple Seeds Second Public Betas of iOS/iPadOS 17.6, macOS Sonoma 14.6 - Notable Hardware Engineer Leaves Apple for Rivian - Report: Ap…

1
The Great Apple Stock Debate - Apple Intelligence Prosperity or ATT-Style Downfall for $AAPL? 34:37

22d ago34:37

34:37

Now that Apple is an AI stock, is its prosperity guaranteed? We consider the declining revenues of $AAPL in light of its recent AI ("Apple Intelligence") announcement. If iPhones have become a commodity, Apple's growth may be in danger. But if Apple's new AI announcement at the WWDC AI event can add new iPhone adoption during the upcoming iPhone up…

1
43. Stock Market During Election Years: Not Getting Political, But Is The Market? 29:39

19m ago29:39

29:39

How Does The Stock Market Perform During an Election Year? We are not getting political in this episode -- however, we are on a fact finding mission to understand if the stock market is. Let your fin-mom and fin-auntie break it down for you. 😉🔮 Does the U.S. Presidential election affect the stock market? Does the political party of the elected lead…

1
Meta - AI Open Source Doesn't Pay the Bills ($META as an AI Stock) 36:34

4h ago36:34

36:34

Meta decided to be a metaverse company and now wants to be an AI company. But open source AI models don't lead to revenue, and Meta's main strategies to monetize AI are questionable. Nonetheless, Meta's advertising business is booming, and the ban on TikTok may lead to lesser competition in short-form video. While Meta has successfully leveraged AI…

1
Tweaking the Vision Pro Demo - MOSK: 07.02.2024 10:49

2d ago10:49

10:49

- Rumor: Apple Ups Processor Orders for Next Round of iPhones - Apple Seeds Second Betas of Current OS Updates to Developers - Apple Tweaks In-Store Demos for Apple Vision Pro - Butterfly Keyboard Payments to Go Out By Next Month - Apple Deems Original AirPods, iPhone X, and Original HomePod (?!?) Vintage - MLS Season Pass Drops to Half Price for S…

1
Apple Vision Pro Goes Global - MOSK: 07.01.2024 12:13

3d ago12:13

12:13

- Oppenheimer Ups Apple Target on Apple Intelligence Expectations - May iPhone Numbers Up Appreciably in China - Apple Vision Pro Hits China, Hong Kong, Japan, and Singapore - Apple Vision Pro Orders Open for Australia, Canada, France, Germany, and UK - Apple Said to Be Investigating Displays for Lower Priced Vision Device - EU Competition Head Imp…

1
r/ thetagang NKE down -20% and MCD's Brings Back The Dollar Menu?! 42:38

3d ago42:38

42:38

https://info.tastytrade.com/thetagang thetagang.com/joonie thetagang.com/joonie5k joonie@thetagang.com twitch.com/realThetaGang music: massobeats - gingersweet tastytrade, Inc. (“tastytrade”) has entered into a Marketing Agreement with THETA GANG (“Marketing Agent”) whereby tastytrade pays compensation to Marketing Agent to recommend tastytrade’s b…

1
42. AI Under Power Grid Pressure: The Price to Energy Ratio Risk 28:20

6d ago28:20

28:20

In this episode we re-visit our AI Portfolio and Investment Thesis that we discussed back in Episode 21, but with a new emerging headwind. According to our very own Jess Inskip, "the real ‘P/E Risk’ isn't overhyped price to earnings. The risk is price to energy." (Get it? That's a P/E Ratio joke 👻) AI Investing Most of us are invested in AI, whethe…

1
Apple Services and TV+ Shows - MOSK: 06.28.2024 16:06

6d ago16:06

16:06

- BofA Analyst Still Stoked Over Apple Services - Bernstein Sees Services Pushing Apple Gross Margins Higher - Canalys: US Mac Share Grew 22% in Q1CY24 - Juno Update Brings YouTube 360-Video Support to Apple Vision Pro - Apple TV+ Announces French Thriller Series “A l’ombre des forêts” - Apple TV+ Announces French Fashion Drama Series "La Maison" -…

1
3 AI Stocks You've Never Heard Of - Coherent (COHR), Axcelis (ACLS), and ASE (ASX) 34:46

7d ago34:46

34:46

Everyone knows Nvidia (NVDA) and Microsoft, but what are the next big AI winners? We cover three companies that are critical to the AI supply chain: Coherent ($COHR), a company making lasers used in the manufacture of AI chips and digital displays, Axcelis Technologies (ACLS), a company that specializes in ion implantation machines, and ASE Technol…

1
Is It Really Stealing Though? - MOSK: 06.27.2024 18:08

7d ago18:08

18:08

- Rosenblatt Raises Apple Rating and Price Target on AI, Privacy, and Thrift - Apple Opens DIY Diagnostics Tool Access to UK and Europe - Apple Whitepaper Reveals iPhone Stats, Repair Stats, and Parts Pairing Defense - Apple Pledges Greater Support from Third-Partly iPhone Batteries and Displays Later This Year - Latest Firmware Update for AirPods …

1
Apple Intelligence Takes Another AAPL Target Higher - MOSK: 06.26.2024 15:11

9d ago15:11

15:11

- Evercore Ups Apple Target on Revised iPhone Expectations - Microsoft Bundling Teams Leads to Anticompetitive Charge in EU - Tap to Pay on iPhone Goes Live in Germany - OpenAI Releases ChatGPT App for Apple Silicon Macs - Beats by Dre Releases Revamped Pill Speaker - Clicks Technology Partners with Best Buy to Bring iPhone Physical Keyboard Case t…

1
EU Charges Apple with DMA Violation - MOSK: 06.25.2024 16:38

10d ago16:38

16:38

- Apple First Gatekeeper Charged by EU for Violating DMA - J.P. Morgan: EU Issues No Worry for Next iPhone Upgrade Cycle - Gurman: Sources Say Apple/Meta LLM Talks Died Months Ago - Apple Seeds Second Betas of Next Big Updates to Developers - No Movement at Apple’s Planned NC Campus - Apple TV+ Announces First Premium Podcast with Perk for Connecte…

1
Larger Targets and LLMs - MOSK: 06.24.2024 16:40

11d ago16:40

16:40

- CFRA and Bernstein Research Both Raise Apple Targets on AI Possibilities - Apple Blames DMA for Lack of Certain Features in EU - WSJ: Apple Seeks LLM Deals for Apple Intelligence in China - WSJ: Apple and Meta Talk AI Tie-Up - Study: Buyers Want CarPlay/Android Auto vs. Car Company Infotainment Systems - Apple TV+ Drama “Presumed Innocent” Tops T…

1
r/thetagang Market Is Too High, Go Cash? Trouble Finding Trades... 48:41

11d ago48:41

48:41

https://info.tastytrade.com/thetagang thetagang.com/joonie thetagang.com/joonie5k joonie@thetagang.com twitch.com/realThetaGang music: massobeats - gingersweet tastytrade, Inc. (“tastytrade”) has entered into a Marketing Agreement with THETA GANG (“Marketing Agent”) whereby tastytrade pays compensation to Marketing Agent to recommend tastytrade’s b…

1
41. Stock Order Types: Demystifying The Ways to Trade Securities 35:52

13d ago35:52

35:52

There are so many different ways to buy and sell securities in your brokerage account. In this episode, we'll go over many of the different order types you may see in your brokerage account when you go to buy or sell a stock, or any securities. What does Bid and Ask mean? What is Stop and Limit Order? What are market orders? How many different Orde…

1
Back to School and Apple Store News - MOSK: 06.21.2024 15:59

13d ago15:59

15:59

- Apple Launches Back-to-School Promotion in US - iMore Compares Apple Back-to-School Promo with Other Online Deals - Beats Solo Buds Hit Apple Stores and Apple’s Site - Final Cut Pro for Mac 10.8 is available on the Mac App Store for $299.99. - Apple Seeds First Public Betas for iOS 17.6, iPadOS 17.6, and macOS 14.6 - YouTube for iOS and iPadOS to…

1
What Will You Do with Apple Intelligence? MOSK: 06.20.2024 13:53

15d ago13:53

13:53

- CIRP Looks at Likely Uses for Apple Intelligence - Spatial Video Capture Coming to Third Party Camera Apps Under iOS 18 - The Verge: No Current Smart Locks Smart Enough for Apple’s Hands-Free Unlocking - Threat Actor Claims to Have Source Code for Three Internal Apple Tools - Retro-Games Streamer Antstream Arcade Hitting App Store Next Week - Spo…

1
Broadcom (AVGO) - The AI Stock Everyone Agrees On 34:16

14d ago34:16

34:16

Is Broadcom ($AVGO) the right AI stock for you? In this episode we discuss the stock performance and AI potential of Broadcom (AVGO). We highlight Broadcom's role in the AI market, its partnerships with major companies like Apple and Google, and its focus on application-specific circuitry (AI ASICs). We also discuss the potential risks and rewards …

1
Another Sky High Price Target for AAPL - MOSK: 06.19.2024 16:13

16d ago16:13

16:13

- J.P. Morgan Ups Apple Target on AI-Driven iPhone Upgrade Expectations - IDC: Q1 Was AR/VR Darkness Before Anticipated MR/XR Dawn - The Information: Apple Suspends Work on Next Vision Pro to Focus on Consumer Device - Report: European Commission Close to Settling NFC Complaint with Apple - EC Antitrust Chief Clutches Pearls Over Apple Compliance i…

1
See Ya Later Apple Pay Later - MOSK: 06.18.2024 14:14

17d ago14:14

14:14

- Barron’s: It May Be Too Late to Catch the AAPL Train - Apple Kills Its Pay Later Program - Rumor: Apple Back to School Promotion for US and Canada Starts This Week - iOS 18 Tests Show Boosts in ML Performance on iPhone 15 Pro Max - Apple Seeds First Developer Betas for Next Round of OS Updates - Beats by Dre Teases Beats Pill Speaker and 6/25 - A…

1
Rumor: EU May Fine Apple Over DMA Issues - MOSK: 06.17.2024 14:01

18d ago14:01

14:01

- Financial Times: EU Set to Charge Apple Over DMA Steering Noncompliance - Evercore Unfazed By Potential EU Action - Apple Previewed Redesigned TestFlight App at WWDC - Patent Describes Deformable Controller for iPad, Vision Pro, and More - Apple TV+ Outs Trailer for Sci-fi Mystery Series “Sunny” - “Dark Matter” Keeps Delivering for Apple TV+, “Pr…

1
My Best Trading Lessons of 2024 So Far... 47:12

18d ago47:12

47:12

- thetagang.com/joonie - thetagang.com/joonie5k - joonie@thetagang.com - twitch.com/realThetaGang

1
40. Preparing for Rate Cuts: What are Bond Funds? 28:23

20d ago28:23

28:23

What Is The Bond Market and What Are Bond ETFs? CPI is “cooling off” which means inflation is trending closer to the Fed’s target, which means a rate cut MAY be in our future! What does that mean? Well if the Fed, you know, good ol "Papa Powell" who we keep talking about, well if they actually go through with cutting rates this is what happens. Int…

1
The Freebie Deal Between Apple and OpenAI - MOSK: 06.14.2024 13:15

21d ago13:15

13:15

- Report: Apple and OpenAI Partnered on Apple Intelligence for No Money - Apple Faces Class Action Suit Over Gender Pay Disparity - South Korea Fines Apple Over Collecting Location Data - IDC: Smartphones Beat Feature Phones in Africa in Q1 for First Time Ever - Apple TV+ Outs Trailer for “The Instigators” - Apple TV+ Sets 19 July Premier Date for …

1
One Brief Shining Market Cap - MOSK: 06.13.2024 15:43

22d ago15:43

15:43

- Apple Shares Surge Again - Four More States Join DOJ Antitrust Case Against Apple - Japan Passes DMA-Style Regulations on Big Tech - Cook on Apple Intelligence: Mostly Cool, Occasionally Trippy - Code Indicates Future “Waitlist” for Apple Intelligence - Round-Three Apple Vision Pro Countries Get Demo Days Starting 12 July - WebXR Enabled By Defau…

1
Apple Shares Go Nuts and WWDC Recap (Part 2) - MOSK: 06.12.2024 19:16

23d ago19:16

19:16

- Apple Shares Close at New Record High on Positive WWDC Analyst Reaction - Barron’s: Up Notes from Apple Analysts Post WWDC Keynote - Apple 3.0: Up Notes from Apple Analysts Post WWDC Keynote - Apple Previews macOS Sequoia - Apple Previews watchOS 11 - Apple Previews visionOS 2 - Apple Announces International Rollout for Apple Vision Pro - Apple R…

1
Recapping the WWDC Keynote (Part 1) - MOSK: 06.11.2024 19:26

24d ago19:26

19:26

- Outlining Apple Intelligence - Apple 3.0: Early Analyst Reactions to WWDC Keynote - Apple Shows Off iOS 18 - Apple Previews iPadOS 18 - Hear Creative Strategies CEO Ben Bajarin on the first Episode of "The Mac Observer Show," wherever you get podcasts! - Check Out the Latest Checklist by SecureMac - online at checklist.libsyn.com - Catch Ken on M…

1
An Almost Spoiler Free Pre-WWDC - MOSK: 06.10.2024 10:43

25d ago10:43

10:43

- Gruber: Gurman’s Already Leaked Everything - Rumor: AI = “Apple Intelligence” - TechCrunch: Apple AI Needs to Be Useful, Not Flashy - Ming-Chi Kuo Talks to Himself About WWDC - Apple WWDC24 Keynote Kick Off at 10AM PDT/1PM EDT - “Dark Matter” Still Delivers Audiences for Apple TV+ - Limited Series "Presumed Innocent" Set for Wednesday Debut - Hea…

1
Joonie's Thoughts on Roaring Kitty's GME Livestream 26:57

25d ago26:57

26:57

- thetagang.com/joonie - thetagang.com/joonie5k - joonie@thetagang.com - twitch.com/realThetaGang

1
39. What is a Stock Split? (looking at the Nvidia stock split 👀) 27:44

27d ago27:44

27:44

Happy Fin-Friday! The Nvidia stock is now one of the big 3 in the S&P 500. We've talked about Nvidia earnings and how much the stock price has soared just this year. Now they have announced a stock split and a dividend increase from $0.04 per share to $0.10 per share. Let's demystify stock splitting. 🔮 🍰 What Is A Stock Split? A type of corporate a…

1
Apple May Sherlock Password Managers - MOSK: 06.07.2024 14:31

28d ago14:31

14:31

- Sensor Tower: Last Quarter Was App Store’s Best Since Q2 2020 - Gurman: Apple will Sherlock LastPass and 1Password with “Passwords” App - Apple Promises Five-Years of Security Updates in UK Regulatory Filing - Hairline Cracks on iPhone or Apple Watch No Longer Covered by 1-Year Warranty - Apple Design Award Winners Announced - Talk of the First A…

1
A.I. Drives Apple Value Back Above $3T - MOSK: 06.06.2024 16:13

29d ago16:13

16:13

- A.I. Drives Apple and Nvidia to Market Caps Above $3T - Citi and Wedbush Issue Bullish Comments on Apple and AI Ahead of WWDC - Snell Considers Apple’s Slow and Steady A.I. Race - Bloomberg: Apple’s AI Offerings Will Be “Opt-In” for Endusers - Ming-Chi Kuo Expects International Launch for Apple Vision Pro in Mid-June - Bloomberg's Gurman Expects …

1
Another Analyst on Apple and A.I. - MOSK: 06.05.2024 17:03

1M ago17:03

17:03

- J.P. Morgan: WWDC Announcements Will Herald Hardware Upgrade Cycle - TSMC Chairman Says Not Possible to Move Factories From Taiwan - IDC: Apple Still Tops in Wearables, But… - The Information: Apple Was or Is in Talks to Take Apple TV+ to China - Apple TV+ Moves Up in Latest ACSI Telecoms Study - Netflix Dropping Support for 2nd and 3rd Gen Apple…

1
Where Oh Where Did That Missing Core Go? MOSK: 06.04.2024 17:15

1M ago17:15

17:15

- Judge in Epic Case Wants All Documents on Apple’s 27% Commission Decision - Evercore: Apple Services Should Meet or Beat 11% Growth for June-Quarter - Apple Updates Developer App Ahead of WWDC - Apple Puts WWDC Keynote Placeholder on YouTube - Apple Clarifies M2 iPad Air 9-Core/10-Core GPU Confusion - Apple Releases Updated iPadOS 17.5.1 for 10th…

1
Dell vs SMCI - Battle of the AI Server Companies, Plus Apple's AI Catalyst Moment 29:27

1M ago29:27

29:27

Dell can't make money on AI servers but SMCI can? We break down the recent market performance of Dell and Dell's rapid decline in light of poor margins and an underwhelming backlog. After discussing Dell as an AI stock, we touch on market sentiment, inflation, and the upcoming Apple event as a catalyst to bolster broad AI adoption. AI Stocks Discus…

1
BofA Reiterates Apple and AI Talk - MOSK: 06.03.2024 15:22

1M ago15:22

15:22

- BofA Reiterates Reports on Apple and AI - IDC: Smartphone Market Finally Out of the Woods - Apple Deems iPhone 5s “Obsolete,” iPod touch 6 and 2015 iMac “Vintage” - M2 iPad Air Techs and Specs Now List 9-Core GPU, Not 10-Core - Video Highlights Standstill Between Apple and Maryland Retail Union - Talk of International Launches for Apple Vision Pr…

1
The Market is CRASHING?? 😭📉🚨🗑️🔥 37:04

1M ago37:04

37:04

- thetagang.com/joonie - thetagang.com/joonie5k - joonie@thetagang.com - twitch.com/realThetaGang

1
38. What is a Short Squeeze? (Talking About Meme Stocks, Hedge Funds & Market Mechanics) 34:35

1M ago34:35

34:35

Finally, short squeeze and gamma squeeze make sense! (Did you know gamma squeeze was a thing?) Also, Roaring Kitty is out of hiding, remember that whole GameStop stonks thing that happened? Well apparently it's happening again with another memestock (super high risk, y'all). We also learn about hedge funds, meme stocks, market makers and the roles …

1
"What If..." Takes Over Apple Vision Pro - MOSK: 05.31.2024 14:40

1M ago14:40

14:40

- UBS Stays Neutral on Apple for Some Reason - US Lobby Group Opposes DMA-Type Legislation in India - Apple China Wins App Store Antitrust Case - Apple Wallet Will Support State Issued IDs in Japan in 2025 - YouTube App Stops Hijacking Apple TV Screen Saver - Apple TV+ Outs Trailer for “Camp Snoopy” Ahead on Mid-June Premier - Takes on Apple Vision…

1
Anticipation Builds Over Apple and A.I. - MOSK: 05.30.2024 13:42

1M ago13:42

13:42

- Analysts Anticipate Apple’s AI Announcements - Evercore: EU's DMA Has Not Hurt Apple Services - Tap to Pay on iPhone Goes Live in Italy - Apple Sets Late June Open for First Store in Malaysia - Apple Seeking Developer for Apple TV App for Android - “Ted Lasso” Star Seems to Tease Show’s Extension - Apple Originals Releases Trailer for Clooney/Pit…

1
WWDC Start Time and China's iPhone Surprise - MOSK: 05.29.2024 14:25

1M ago14:25

14:25

- Apple Officially Sets 10AM PDT Start Time for 10 June WWDC Keynote - Apple Updates Developer App Ahead of WWDC - Apple Announces Design Awards Finalists - Creative Strategies: Apple’s Running a Different AI Race - iPhone Shipments in China Up 52% in April ’24 vs. April ‘23 - Jefferies: iPhone Discounts in China Pressuring Android and Huawei - JP …

1
ARM as an AI Stock - ARM's Chip Design Dominance, Google's Latest Flop, and Crypto's Big Win 33:57

1M ago33:57

33:57

Is ARM ($ARM) the right AI investment for you? We discuss ARM's dominance in the chip design space and whether you should buy ARM stock as an AI investment. ARM's risks include its exposure to China, its high PE ratio (overvalued), and the extremely low float, with SoftBank still holding 90% of ARM shares. We also discuss Google's (GOOG) latest AI …

1
A DMA of the UK's Own - MOSK: 05.28.2024 11:17

1M ago11:17

11:17

- UK Passes Local Version of EU’s DMA - Counterpoint: iPhone Falls from MEA Top-Five - Wedbush Sees Growth for iPhone Headed Toward Fall Supercycle - iPhone 14 Line Hits Apple Refurbished Store - Apple TV+ Sci-Fi Drama “Dark Matter” Still Soaring on Streaming Lists - Apple Vision Pro and visionOS Pick Up Prestigious UK Design Awards - Check Out the…

1
r/thetagang I Had a 95% Chance to Win.. AND I LOST 😭 41:01

1M ago41:01

41:01

- thetagang.com/joonie - thetagang.com/joonie5k - joonie@thetagang.com - twitch.com/realThetaGang

1
37. Finding AI Stock Investing Ideas with Jacey Saige 33:26

1M ago33:26

33:26

This week we are joined by Jacey Saige, a Gen Z financial literacy advocate who wants to discuss how to find AI opportunities and stock market impacts. Jacey is filling in for our beloved Jessie DeNuit - do not fret she will be back next week! AI is an important narrative to sustain this bull market. The S&P 500 is about 30% driven by technology. 5…

1
Wedbush Takes Apple Target to Stratosphere - MOSK: 05.24.2024 14:26

1M ago14:26

14:26

- Wedbush Ups Apple Target on Anticipated, AI-Driven iPhone Supercycle - Japanese Parliament Debates DMA-Style Changes for App Stores - “Tap to Pay on iPhone” Goes Live in Canada - Apple TV+ Acquires Second Season of “Drops of God” - Apple TV+ Sets Mid-August Premier for “Bad Monkey” - Apple TV+ Sets Late July Premier for TV Adaptation of “Time Ban…

1
Have You Heard Anything About Apple and A.I? MOSK: 05.23.2024 16:07

1M ago16:07

16:07

- Barron’s: Apple Could Be “Hidden Gem” for AI Investors - UBS: WWDC/AI Anticipation Driving Latest Surge for Apple Shares - Apple Officially Appeals €1.8B Music Streaming Fine in EU - DRC Attorneys: Apple Ignoring Concerns Around Conflict Minerals - Apple Hire’s BofA’s Cynthia Bowman as VP of Inclusion and Diversity - Apple Freshens Look of Online…

1
Apple Legal Strikes Back - MOSK: 05.22.2024 15:58

1M ago15:58

15:58

- Apple Files Pre-Motion Letter to Dismiss DOJ Case - Report: Apple Challenges €1.8B Fine Over Music Streaming Behavior - In Case China Invades Taiwan, ASML and TSMC Can Kill Operations Remotely - Report: Vietnam Asks Foxconn to Cut Power Consumption by 30% - Ahead of Paris Summer Olympics, Apple Wallet Adds Navigo Support - Unannounced Beats Pill …

1
ASML as an AI Stock - ASML's Monopoly and Nvidia's Upcoming Earnings 35:10

1M ago35:10

35:10

Is ASML the ultimate stable AI investment, or does its reliance on China present a risk to income stability? We break down ASML as an AI trade, considering its underlying AI business and its prospects for 2024 and 2025. We also dive into the biggest AI event of May - Nvidia earnings this week. AI Companies Discussed: ASML (#ASML), Nvidia (#NVDA) Fo…

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