Leonerd
04-27
$Apple(AAPL)$  


Neo MacBooks has opened a new market for Apple. There will be a new slew of users for its Apple ecosystem, including its services. Apple products are very sticky and Neo MacBooks are the entry point for the budget users.


Apple will soon be integrating Gemini into its Siri models, which should be a good driver for its products. 


Agentic AI wise, there has been users who snap up Macstudios to run openclaw. CPUs has been on a tear lately with intel and amd leading the pack. Hope to see some blowout numbers and marketing on this front. 

Apple Rises 2%: Can $100B Buyback Outweigh Inventory Pressure?
Apple reported fiscal Q2 2026 revenue of $111.2 billion, up 17% year-over-year and an all-time record for the March quarter, coming in above the high end of prior guidance. China revenue posted another double-digit increase, iPhone revenue hit a same-period record, and current-quarter guidance surprised to the upside. CFO signaled abandonment of the long-held net-cash-neutral target alongside a fresh $100 billion buyback authorization. Can the buyback underpin the stock, and how significant will memory cost headwinds prove to be?
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