Company
Apple
- Episodes
- 62
- Share
- 5.8%
- Shows
- 57
- Net sentiment
- −0.03
Bullish 11Mixed 10Neutral 29Bearish 12
The episodes that named it
Why each one was bullish, bearish or in between on Apple. Longest episodes first.
Bullish 11
- Financially flexible and may benefit from AI without heavy spending.We Must Not Abandon Capitalism For Socialism | Jonathan Wellum · Thoughtful Money with Adam Taggart · Sep 22
- Presented as a success story where store experience and innovation drove growth.Ron Johnson: Business Lessons From Apple’s Success and JCPenney’s Nearly $1B Failure | Entrepreneurship | E417 · Young and Profiting (YAP) with Hala Taha: Entrepreneurship and Self-Improvement Podcast · Sep 21
- Hosts praise its on-device security architecture and trust, and expect strong iPhone demand.Episode #108: Cybersecurity vs. Existential Risk: What Anthropic Won't Tell You in Their IPO · Stewart Squared · Sep 24
- Described as the richest company, producing the most useful smartphone for people.As Warren Buffett Steps Down - What Made Him So Great · A Charlie Rose Global Conversation · Sep 22
- Hosts see a positive, measured AI strategy and a solid CEO transition, leveraging on-device privacy.CxC Ep41: Is “AI Doom” Genuine Fear or Good Marketing? - with Benjamin Rogojan & Phil Sparks · Code and Connor · Sep 23
- Leading Magnificent Seven performer this year and a large host holding.🚀 Nasdaq Hits All-Time Highs—Buy the Dip or Take Profits? | QQQ, WDC, MU, META, NVDA & AI Stocks · Daily Stock Picks · Sep 23
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- OnePay cards are in Apple Wallet and will be joined by its credit and builder cards.Walmart-Backed OnePay on Consumer Fintech Moats · Tech Disruptors · Sep 22
- Services subscriptions growing faster than core business, lifting margins and valuation.The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game · The Prof G Pod with Scott Galloway · Sep 21
- Macs designed to run large AI models locally, avoiding cloud token costs and challenging Microsoft and Nvidia.Market View: The Trillion-Dollar AI Spending Boom: Who Wins, Who Gets Disrupted? · Live Well with Michelle · Sep 24
- Became Berkshire's biggest stock investment, at one point around half the portfolio.Money Vault - Warren Buffett investing lessons · The Money To The Masses Podcast · Sep 23
- Early pre-order lead times for the iPhone 18 Pro suggest increasing demand.Tiernan Ray on AI Regulation, Cybersecurity Rally & Software Stocks to Watch · Schwab Network · Sep 21
Bearish 12
- Named as a device maker whose supply chain relies on tainted cobalt; recycling goals mentioned.#2556 - Siddharth Kara · The Joe Rogan Experience · Sep 22
- Hosts call its valuation at around 38 times earnings expensive.How Meta Could Quietly Win The AI Race · Prof G Markets · Sep 21
- Valuation above 30 times earnings looks stretched and Siri may be overtaken by rival AI assistants.September 25th, 2026 | Higher Rates Hurt Private Debt, Siri AI Obsolete? Trust Facebook With Your Data? GLP 1 Lawsuits, Bank Charters Exploding, Why I Fear AI, Portfolio Too Conservative? & More · Smart Investing with Brent & Chase Wilsey · Sep 26
- Viewed as a hardware company that lags in software, and an expensive top holding.Muse, Moonshots and the House Always Wins—Until the Market Calls · Behind the Markets Podcast · Sep 25
- Facebook's cloud-based agent approach threatens the device-centric model Apple depends on.And Now For Something Completely Similar: Untangling the Power from the Pretense of Our AI Circus · Keen On America · Sep 26
- Trades near 40 times earnings, which the host considers laughable despite holding its all-time high.Stocks Stayed Flat as Bond Yields Exploded. Something Doesn't Add Up · Know Your Risk Podcast · Sep 24
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- Still makes most iPhones in China and faces restrictions there, struggling to relocate supply chains.The real reason why Trump invited China's President Xi to Washington · Geopolitical Economy Report · Sep 25
- Meta's glasses undercut Vision Pro on price and weight, pressuring Apple's hardware position.Meta Just Beat Apple at Its Own Game & McDonald’s Is Upgrading Restaurants · Morning Brew Daily · Sep 24
- Its beta Siri, built with Gemini, feels late compared with current AI assistants.OpenAI, Palantir & Grok: The AI Safety Reality Check · What the AI?! · Sep 22
- App store fees and tracking changes hurt Meta's business, per the discussion.I have some questions for Mark Zuckerberg · Decoder with Nilay Patel · Sep 24
- Speaker suggests Apple is lagging in personal agents, though it collects revenue from app stores.How HR 2030's Architecture Works & Amazing World of Personal AI Agents · The Josh Bersin Company · Sep 27
- Host argues Apple is lagging in foldable and new device offerings.Meta Unveils Muse Charm and Gemini Can Call for You · The AI Engineer Podcast · Sep 24
Mixed 10
- Strong store culture and products, but facing memory cost pressure and price hikes.Ron Johnson & buying iPhones in Apple Stores on the AppleInsider Podcast · AppleInsider Podcast · Sep 25
- Strong hardware and bundling moves offset price increases and recurring software bugs.M6 Mac mini review, Apple fitness band rumors, Apple AI servers · 9to5Mac Happy Hour · Sep 24
- Strong iPhone Duo and modem progress offset weak AI strategy and aging leadership transition.Can CEO John Ternus find Apple's next big thing? · Decoder with Nilay Patel · Sep 21
- Cited as a major long-running partner of Chinese manufacturing suppliers and a symbol of supply chain ties.President Xi coming to the White House · On The Ground in China · Sep 21
- Used as an analogy for restrictive rules that could have hobbled the iPhone.Money in the Age of Intelligence | Freedom Tech DC 2026 · Bitcoin Policy Institute · Sep 26
- Holding near its highs but part of the narrow mega-cap leadership pattern.Nasdaq Hits a Record High—But More Stocks Are Hitting New Lows · Know Your Risk Podcast · Sep 21
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- Ranks high in contribution to index return despite modest price performance.What Record Highs Might Be Hiding · On Investing · Sep 25
- Strong sensor-level provenance design, but it centralizes trust in Apple itself.Tech Talk — September 24, 2026 · Tech Talk · Sep 24
- Strong brand and services growth, but iPhone reliance and limited new growth levers temper the outlook.The Nanalyze Verdict: Apple Stock · Nanalyze · Sep 26
- Set a new all-time high intraday before retreating, with very active options volume.The Hot Options Report: 09-22-2026 · The Options Insider Radio Network · Sep 22
Neutral 29
- Expected to enter smart glasses; competitive threat to Meta and Snap.Meta Connect Reactions, Zuck's Beer Pong Controversy, New Bentley EV | Shalev Lifshitz & Romi Lifshitz, Leif Abraham, Diogo Almeida, Hooman Reza Nezhad, Jordan Nanos, Erika Alden DeBenedictis · TBPN · Sep 24
- Foldable iPhone Duo launch details and price discussed factually.My new favorite AI assistant, tech support scams & Apple’s foldable (193, September 26, 2026) · Rich On Tech · Sep 27
- Mentioned as needing a comparable AI interface and hardware response to Meta.Phones don't have lights · The Vergecast · Sep 25
- Used as a reference for passion-driven product design and Steve Jobs' attention to craftsmanship.Building the Streetwear Empire Kith | Ronnie Fieg · David Senra · Sep 27
- Took the opposite approach to Meta, spending less on AI and pausing AR/VR glasses.TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Sep 24
- Mentioned as a likely future player in AI wearables and a strong watch seller.Trump TV, Meta’s Muse Charm, and Xi in D.C. · Pivot · Sep 25
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- Steve Jobs-era iPhone design criticized for limiting high skill ceilings in interfaces.Up Next: A Conversation With Palmer Luckey · AIAA Up Next with Clay Mowry · Sep 24
- Buying iPhones directly from Apple avoids carrier lock-in and restocking fees.The Best Cell Phone Plans (and How I’m Saving Big) · All the Hacks: Money, Points & Life · Sep 23
- Used as a hypothetical example of inventory and margin pressure from price cuts.9-21-26 What Happens When Earnings Estimates Fall Short? · The Real Investment Show Podcast · Sep 21
- Johnson's central case study for retail experience design and the creation of Apple stores.596. From Target to Apple: Lessons in Retail Innovation · The Brainy Business | Understanding the Psychology of Why People Buy | Behavioral Economics · Sep 24
- Mentioned as a counterparty in revenue share agreements with Google.#396 Is EU Law on Abuse of Dominance Now Clear? The ECJ's Judgment in Google Android · Our Curious Amalgam · Sep 21
- Cited as an example of a CEO departure letter emphasizing culture and purpose.Rise of the Comm Professional in the Era of AI| Angela Lapré · Bridging the Gap Podcast · Sep 24
- Mentioned as an example of a vendor receiving vulnerability disclosures and issuing emergency patches.Cybersecurity News: PaperCut Breach, AGI Hype and Patch Tuesday · The Audit - Cybersecurity Podcast · Sep 21
- Host praises its on-device Siri agent for private, useful tasks.S15 EP171: Hour 3 - Meta's Muse AI Agent Spooks Amazon · The Erick Erickson Show · Sep 23
- Named as the ecosystem Googlebooks aim to compete with, with less integration with Macs and iPhones.Googlebooks are coming for your Mac · The Vergecast · Sep 21
- Launched the foldable iPhone, validating the form factor, though it is not a core focus.Apple and Meta Just Dropped New Tech (3 Stocks Most Investors Are Missing) · MarketBeat | Stock Market News & Analysis · Sep 24
- Mentioned as a possible competitor to Meta with its own AI devices.Meta’s “Right to Win AI” & A Bond Market Rout 9/24/26 · Squawk Pod · Sep 24
- Used as comparison for Vision Pro pricing and consumer device marketing.Meta Connect 2026, OpenAI’s Australia ‘Incident,’ Bentley’s New EV | Diet TBPN · TBPN · Sep 24
- Mentioned as a comparison point with the Vision Pro and its audio intelligence wearable push.Meta and Snap battle for your face · The Vergecast · Sep 24
- Its early reliance on Chinese suppliers via Foxconn is cited as a catalyst for manufacturing shift.Peter Alexander: China | America's Fiercest Competitor or Enemy · The Competent Investor · Sep 23
- Discussed through iPhone hardware and the Vision Pro, which is seen as effectively dead against cheaper Meta glasses.(Preview) Three Weeks of Meta Momentum, The Ultimate Muse Upside, A King Kong vs. Godzilla Aggregator War · Sharp Tech · Sep 25
- Discussed mainly through the iPhone Air and Pro lineup and Apple's failed Vision Pro reception.(Preview) Three Weeks of Meta Momentum, The Ultimate Muse Upside, A King Kong vs. Godzilla Aggregator War · Sharp Tech with Ben Thompson · Sep 25
- Cited as historical App Store precedent for developer opportunity.Muse AI Connectors: The Next App Store Moment? · The Startup Ideas Podcast · Sep 24
- Mentioned as a chip-enabled tech provider that raised prices, feeding into inflation costs.Tom Barkin, President and CEO of Federal Reserve Bank of Richmond · Washington Welcomes · Sep 24
- Named as a large holding that can overlap with ETFs and create hidden concentration.The AI panic, tech concentration, and Nvidia windfalls · Trader Talk · Sep 23
- Used as the example of a low-basis concentrated stock that clients want to hedge.Exchange Fund Replication using Options with BlackRock's Eric Metz · The Albatross · Sep 25
- iOS privacy changes hurt Meta's ad tracking, mentioned as a past headwind.Meta Muse: The AI Agent Era Has Arrived! · Chip Stock Investor Podcast · Sep 25
- App Store approval via TestFlight is a pending hurdle for Slickify's launch.Stop Managing Rentals With Spreadsheets: AI Automation for Real Estate Investors · Real Estate Pros Show - Powered By Investor Fuel · Sep 23
- Mentioned as larger in market value than countries like France and Switzerland.Friday Wrap-Up: A President's View on Global Power and Learning from Big Tech · In Good Company with Nicolai Tangen · Sep 25
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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