Company
Apple
- Episodes
- 50
- Share
- 4.7%
- Shows
- 47
- Net sentiment
- −0.07
Down from 5.8% of episodes in the weeks before; net sentiment was −0.03.
Bullish 9Mixed 8Neutral 22Bearish 11
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Apple. Longest episodes first.
Bullish 9
- Cited as an example of craftsmanship and attention to detail sustaining premium pricing.Inverting Quality: Studying the Exceptions of the Most Obsessive Operators with Sean Iddings · The Art of Quality · Oct 4
- Strong hardware and Metal layer make iPhones a practical target for on-device game AI.Why AI Makes Games Worse—and How to Make Them Better · The Data Exchange with Ben Lorica · Oct 1
- Hosts argue large acquisitions could expand its product lines and revenue streams.The 5 Companies Apple Must Buy · This Week in Startups · Sep 28
- A very rich customer able to pay the rising cost of leading-edge chips.How Taiwan Built the World’s Chip Powerhouse · Taiwan Frontlines: Taiwan in the Global Arena · Oct 1
- Ives says its 2.5 billion iOS devices make it a toll collector on consumer AI.The AI Boom Is Bigger Than Anyone Thinks | Dan Ives · The Pomp Podcast · Oct 1
- Ecosystem integration and new Siri AI update positioned to benefit consumers.Is AI an opportunity or a threat? · MoneyWeek Talks · Sep 30
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- Strong ecosystem, disciplined capital use, and consumer adoption support the speaker's stock pick of the year.Top Investment Strategist: These trades WIN the AI bull market! · Full Signal · Sep 29
- Apple Store model under Jobs was a retail and brand success story.What Retail Legend Ron Johnson Learned from Apple’s Success and JCPenney’s Failure · HBR IdeaCast · Sep 29
- Rallied about $3 with a busy options session.The Hot Options Report: 10-02-2026 · The Options Insider Radio Network · Oct 2
Bearish 11
- Hosts see Apple missing the chance to build a master agent layer like Siri should have become.Meta's Muse Moment, AMD's Trillion-Dollar Milestone, and the Agent-Driven CPU Rally · The Six Five with Patrick Moorhead and Daniel Newman · Sep 28
- Hosts criticize Siri and say Apple and Google should be winning the assistant race.Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat? · More or Less · Oct 2
- Hosts criticize its slow AI rollout and Siri, calling it a missed opportunity.Meta Makes A COMEBACK, Bond Yields SURGE Higher, Does The Market CARE? | Basis Points · Basis Points · Sep 28
- Keynote offered little meaningful innovation beyond incremental screen-based changes.Why Modern Convenience Feels So Inconvenient · The Art of Manliness · Sep 29
- Pushing back on memory prices and exploring cheaper Chinese supply from CXMT.Micron: 'We Are Absolutely in a Bubble' · The Deep End: Stock and Earnings Analysis from Futurum Equities · Sep 28
- Host sees its 40 times earnings and slow revenue growth as undeserving of the multiple.Stocks Were Green. Then the Pros Started Selling. · Know Your Risk Podcast · Sep 30
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- App Store control and platform shifts repeatedly cut into Meta's position.#435 Mark Zuckerberg's Empire · Founders · Sep 28
- Its headset ergonomics are criticized and its product costs about three times as much as Meta's glasses.Palmer Luckey: Autonomous Weapons Are Ancient and Why Anduril Won't Build Humanoids | Moonshots Live | EP #295 · Moonshots with Peter Diamandis · Sep 28
- Was the most negative stock in US markets as bond yields rose and tech sentiment weakened.Trump hails 'morally binding' AI deal · Squawk Box Europe Express · Sep 29
- Its Siri assistant looks outdated next to newer AI agents, and it is laying off workers.Jensen Huang's biggest Q3 moves, Rubrik CEO talks tech & cybersecurity · Sozzi Unleashed · Sep 30
- Host says Apple is not doing too well.Did the Stock Market Already Peak? Watch What Happens Next · Rethinking the Dollar · Sep 30
Mixed 8
- Its smart home display rumored for October faces hard questions on Siri and smart home integration.Dots get up in Muse's business · The Vergecast · Oct 2
- Hosts see promising product plans and restructuring but doubt the HomePad's form factor and pricing.HomePad launch nears, Apple Watch Readiness score, Ternus wants to make Apple more nimble · 9to5Mac Happy Hour · Oct 1
- Meta's agent could divert services fees, though Apple's hardware and on-device AI remain strengths.Yields Spike As Consumer Confidence Drops… And Altman Weighs In On AI Pacing 9/29/26 · CNBC's "Fast Money" · Sep 29
- Reportedly tested Chinese CXMT memory, a signal of supplier diversification.Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch · The Circuit · Sep 28
- Guests debate whether Apple's AI strategy is underappreciated or unconvincing.Silicon Futures for September 2026 - Snapdragon Summit, the Bank of NVIDIA, Hugging Face, High-NA · The neXt Curve reThink Podcast · Oct 3
- Possible home product push, but concerns that Meta's Muse could erode subscription revenue.9AM HOUR: White House AI Summit Aftermath, PCE Inflation Gauge Holds Steady, CoreWeave CEO "First on CNBC" 9/30/26 · Squawk on the Street · Sep 30
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- Hosts see leadership change and cuts as uncertain, with HomeKit and Siri needing fixes but security praised.What John Ternus Could Fix at Apple · The Context Machine · Oct 1
- Cost cuts and faster cadence versus AI agent threats to discovery and services revenue.A Faster, Leaner Apple Under New CEO - MOSK: 09.30.2026 · Mac OS Ken · Sep 30
Neutral 22
- Its iMessage and app ecosystem is a channel Instinct uses; its 30 percent take rate was cited as a benchmark.Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493] · Invest Like the Best · Sep 28
- Mentioned for its 30% take rate on purchases and iMessage channel that Instinct uses.Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493] · Invest Like the Best with Patrick O'Shaughnessy · Sep 28
- Used as an example of a large firm built by superior products and productivity.Xavier Gabaix on The Shape of Big Things · Scaling Theory · Sep 28
- Discussed as a major customer of Chinese manufacturing subcontractor Foxconn and its labor issues.Professor Jiang: "China Is Missing 50 Million Girls" · Danny Jones Best of · Oct 3
- Mac Minis with shared memory are popular choices for running local models.E24 Practical Local LLMs: Hardware, Tools, and Trade-offs · Embedded AI Podcast · Oct 2
- Mentioned as a large-cap company that will pivot within AI rather than fall behind.Oil Drops, Yields Jump, Warsh Punishes The Economy, and The Housing Market Freeze | Money Moves · Millionaire Mindcast · Sep 30
Show 16 moreShow fewer
- Neko imports Apple Health data from wearables.Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential · All-In Podcast · Sep 28
- Notably absent from the White House meeting, raising questions about its AI race position.A White House Accord with AI’s Leaders 9/30/26 · Squawk Pod · Sep 30
- Trades at a higher forward multiple than Nvidia while losing some near-term momentum.Closing Bell Overtime: Nvidia hits all-time high 10/2/26 · Closing Bell · Oct 2
- Mentioned as a stock that shorts keep failing against.Welcome to Funky Town! · Benny & The Squirrel · Sep 28
- Discussed as a possible source of an iPod revival and the foldable iPhone.We answer your questions about an iPod comeback, an E Ink iPhone Duo, and more · The Vergecast · Oct 1
- Mentioned as having previously pursued a voice-driven device vision similar to theirs.Your phone is AI’s newest hardware · The Stack Overflow Podcast · Sep 29
- Cited as the prior leader in stock buybacks, now surpassed by Nvidia's program.Nvidia's record-breaking stock buyback · Marketplace · Sep 28
- Cited as the historical leader in stock buybacks.Nvidia's record-breaking stock buyback · Marketplace All-in-One · Sep 28
- Reported privacy-focused smart home camera is unannounced rumor with an October event possibility.Crosswire — October 04, 2026 · Crosswire · Oct 4
- Cited as an example of a long buyback program that cut its share count sharply.Ep. 197 - Price of Money · The Investor Professor Podcast · Sep 28
- Tightening macOS full disk access controls after privacy complaints about third-party apps.The Stack — October 03, 2026 · The Stack · Oct 3
- Stock gave back gains after a rally tied to its foldable phone announcement.The Hot Options Report: 09-28-2026 · The Options Insider Radio Network · Sep 29
- Tim Cook receives the Robert Noyce Award; no investment angle discussed.Bank of America gets serious about IonQ’s Quantum Computing, CaretEDA goes the Agentic AI route at Semicon India 2026, Apple’s Tim Cook to receive the Robert Noyce Award, Siemens and TSMC leverage AI together, and LatticeSpec’s Synthetic Diamonds shi · Silicon Bridge · Oct 3
- Mentioned as the prior record buyback holder at about $110 billion.Nvidia’s $235 Billion Bet: Confidence or AI Bubble Warning? · The Secret War on Cash · Oct 1
- Mentioned as a U.S. business leader present at the summit.Washington Weekly Podcast: UN General Assembly, US-China summit · UBS On-Air: Market Moves · Sep 28
- Compared with Micron's cash position.CNBC Investing Club: Cramer’s Morning Take on Micron 10/1/26 · Squawk on the Street · Oct 1
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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