Company
Apple
- Episodes
- 58
- Share
- 5.9%
- Shows
- 51
- Net sentiment
- +0.08
Up from 5.3% of episodes in the weeks before; net sentiment was −0.05.
Bullish 10Mixed 20Neutral 21Bearish 7
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Apple. Longest episodes first.
Bullish 10
- NeXTSTEP foundations became Mac OS X and iPhone software, a long-run success story.Steve Jobs in Exile · Software Engineering Daily · Oct 8
- Seen as well-positioned to win personal agents due to existing user trust and data.#245: OpenAI DevDay and Dots, OpenAI’s Safety Crisis, Trump Renames Artificial Intelligence & Anthropic Targets Pre-Thanksgiving IPO Ad: · The Artificial Intelligence Show · Oct 6
- Described as a model of obsessive product detail and a successful acquirer that grew its ad business.E440: What Steve Jobs Taught Me About Great Founders · How I Invest with David Weisburd · Oct 9
- Guest cites its strong connection to retail consumers as an edge.Hunter Biden on Bitcoin, the Laptop, Trump & His Next Chapter · The Pomp Podcast · Oct 5
- Smart home push expands the ecosystem and total addressable market over the long term.11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26 · Squawk on the Street · Oct 7
- Praised for Private Relay, a privacy protocol Prince says solved an original internet privacy problem.Cloudflare CEO Says AI Agent Traffic Could Be 1,000X Human Traffic in Five Years · CoinDesk Podcast Network · Oct 7
Show 4 moreShow fewer
- Gaining share in a shrinking market, with strong iPhone shipments and disciplined pricing.Apple Is Gaining an Unexpected Edge From the AI Boom (Ft. Nabila Popal) · The Rundown · Oct 5
- Ives rates Apple outperform with a $400 target, and Apple is positioned as a privacy-focused hardware company.Daniel Ives is Back on the Apple Beat - MOSK: 10.08.2026 · Mac OS Ken · Oct 8
- Shrugged off the tech sell-off to rally about $3.75 on heavy option volume.The Hot Options Report: 10-08-2026 · The Options Insider Radio Network · Oct 8
- Named among Mag 7 names with strong grip on markets.The Mag 7 Grip That Won't Let Go · Schwab Network · Oct 7
Bearish 7
- Vision Pro was judged under-capable rather than merely underpriced, with few compelling apps.The Truth-Teller of Near-Eye Displays and Semiconductor Pioneer Karl Guttag - Ep 19 · Rays and Waves · Oct 6
- Reports of cut iPhone component orders and weak demand suggest pressure into the holiday season.Trump strikes Russian diesel deal... And Apple’s latest iPhone woes 10/9/26 · CNBC's "Fast Money" · Oct 9
- Reported component order cuts for iPhone 18 Pro models suggest possible softer demand.Closing Bell 10/9/26 · Closing Bell · Oct 9
- Its move to restrict agent access to Mac drives is seen as taking the wrong side of history.Do We All Really Need a Digital Chief of Staff? Grok Bot, Dot and Muse Say Yes (Duh) · Keen On America · Oct 6
- Expensive valuation with slower growth than the sector and downward estimate revisions.SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story · Investing Experts · Oct 11
- Its iOS update blocked ad tech partners' access to Safari inventory, hurting open-web ad businesses.Has Apple Declared War on Open Web Advertising? · Performance Marketing Unlocked · Oct 8
Mixed 20
- Planning Mac privacy controls for agent access, with user frustration over permission prompts.AI Video Game Mods, Should You Sell Your Data, Bryan Johnson on Endurance Racing | Sean Frank, Linda Du, Ali Partovi, Sigil Wen, Jerry Wu, Bryan Johnson · TBPN · Oct 5
- Smart home device delayed as Siri AI lags; app store revenue faces disruption.The AI is in the computer · The Vergecast · Oct 9
- Upcoming home hub and smart home push seen as promising but uncertain in value.445 - Is Apple Finally Getting Serious About the Smart Home? · In Touch with iOS · Oct 10
- Treated as a default defensive holding, with uncertain multiple but reliable earnings.This Is Where the Rubber Meets the Road, with Jurrien Timmer · The Compound and Friends · Oct 9
- New CEO's efficiency push is praised, but valuation is high without a clear new growth product.5 Stocks Are Carrying The Market — Here's How To Protect Yourself · Prof G Markets · Oct 5
- Siri AI is baked into billions of devices but trust and usage lag.Who Wins The AI Assistant Wars? + Why Didn’t Google Build Muse? · Big Technology Podcast · Oct 5
Show 14 moreShow fewer
- Strong ecosystem and loyal base, but smart home success and AI feature delivery remain unproven.Apple’s October 13 Event Could Change Smart Homes Forever! 🚨 · USA News Today · Oct 10
- Siri integration is clumsy and frustrating, though hardware and smart home ambitions remain promising.535: Next-Gen Siri: Disappointingly Not the Chatbot We Wanted · Merge Conflict · Oct 5
- Mac unified memory is credited with bandwidth but seen as lagging on quantization and cloud AI reach.the localhost:0007 | ai goes to work · the localhost · Oct 11
- Reports of cut iPhone 18 component orders weigh, though lead times and analysts see resilience.Closing Bell Overtime 10/9/26 · Closing Bell · Oct 9
- Reports of cut iPhone orders and high pricing weigh on demand, though the long-term franchise is strong.The State of the AI Trade 10/9/26 · Halftime Report · Oct 9
- Reported iPhone component cuts raise doubts, though upcoming launches may support demand.9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26 · Squawk on the Street · Oct 9
- Trading down on reported weaker iPhone orders, yet valued at a high multiple.The Alt(man)ernative Narratives · Behind the Markets Podcast · Oct 9
- AirPods 5 cheaper and improved, but Max not recommended; Beats 360 also discussed.The hot new thing in headphones · The Vergecast · Oct 7
- Its privacy push benefits users but may also serve its own advertising ambitions.The Apple Bites Back · The Big Story · Oct 8
- Expected home devices could compete with Alexa, but privacy and cloud-data tradeoffs make the launch a hard case.The many pluses and minuses of Alexa Plus · The Vergecast · Oct 8
- Watch Series 12 adds readiness score but faces privacy questions over background recording features.Will AI kill us all? Yes, says Gates; no, says Huang. Plus: Apple's new Watch Series 12 and Xiaomi's three-day-battery phone reviewed · The Big Tech Show · Oct 6
- Planning tighter Mac data permission controls balancing AI agent access with privacy and security risks.AI Video Game Mods, Chinese Cars Take Over UK, Apple Tightens Mac Data Controls | Diet TBPN · TBPN · Oct 5
- Hosts praise its hardware but criticize locked-down Mac security and rigid, less open computing direction.(Preview) Two Paths for Apple and Its Users, More on Amazon and Advertising, OpenAI and 722 Mathematical Manuscripts · Sharp Tech · Oct 9
- Touch Mac reversal and restructuring could help or fragment its lineup.Apple Reverses Steve Jobs Touchscreen Ban · Elon Musk Podcast · Oct 11
Neutral 21
- Discussed historically through Steve Jobs and early perfectionism rather than current investing.RWH073: Unstoppable w/ Sir Michael Moritz · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Oct 11
- Historical CIA-funded NeXT contract helped save Steve Jobs' company.How Big Tech Is Fueling The Future Of War · Commonwealth Club of California Podcast · Oct 7
- Slow on AI but has a huge installed base that could win over time.AI, SI, Doom, SpaceX, Terafab, Starlink, Jensen, Zuck, Karp, Turks · Breakaway - Investing & Finance · Oct 11
- Historical CIA-linked NeXT contract helped Steve Jobs return to Apple; no current investing angle.Sharon Weinberger — Valley of Death: How Big Tech Is Fueling the Future of War - with Dustin Volz · Politics and Prose Presents · Oct 8
- Referenced only as an illustration of hyperscaler spending.#143 - Jeffrey Sherman: Preparing for a New Regime · Insightful Investor · Oct 6
- Viewed as a port in the storm for investors fleeing the AI-spending narrative.Your Portfolio Is One Big AI Bet — The Diversification Illusion · Wealthion · Oct 5
Show 15 moreShow fewer
- Removed BitChat from India App Store following a government takedown demand.Bitcoin Lore | Bitcoin News · Bitcoin And | Bitcoin & Economic News · Oct 6
- Mentioned as a potential future competitor in consumer AI and hardware.Meta: 'Agentic AI Is Having a ChatGPT Moment' · The Deep End: Stock and Earnings Analysis from Futurum Equities · Oct 5
- Mentioned as a customer whose chip demand drives TSMC's growth.What’s the goal of the military-style workouts that left an ASU hockey player on life support? · KJZZ's The Show · Oct 5
- Reportedly paused a plan to replace about 5,000 support staff with AI agents.Ep55 Frontier Models Now a Commodity? | OpenAI | Anthropic | Microsoft | Apple | GrokBot | Meta Muse · AI Outcomes · Oct 11
- Mentioned as a tech holding the host has trimmed over time.Higher Rates Are Back—and That’s Good for Investors · Watchdog on Wall Street with Chris Markowski · Oct 10
- Former employer of the guest's co-founder, mentioned in his background.1587: The Concierge Approach: Combining High-Tech with High-Touch for Unbeatable Service w/ Ali Benslimane · Wantrepreneur to Entrepreneur | Start and Grow Your Own Business · Oct 7
- Discussed only as the iPhone maker whose branded chargers cost more than third-party options.10.05.26 DIYing to SPEND LESS / Steel Your Heart Against ROMANCE SCAMS · The Clark Howard Podcast · Oct 5
- Tightened macOS full disk access to block rogue AI agents from reading private files.[AI WEEKLY NEWS RUNDOWN - VIDEO] Google Gemini 4.0 Argon, DeepMind SynthID Bio, Tavus Griffin Video AI, & OpenAI $157B Valuation (Oct 04, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 5
- Planning a Welcome Home event and an October Mac and iPad launch.Is Elon Musk Coming For Your Phone Plan? · Tech Brew Ride Home · Oct 9
- Used as an example of brand mindshare that makes launches resonate.Customer-Led Products with Intentional Leadership Featuring Emeka Okafor Jr. of Dropbox · Great Minds · Oct 7
- Cited for offering gift cards instead of price cuts on holiday sales.287: How Sephora, Target, Starbucks, Amazon and Apple Plan Their Holiday Season · Creator's MBA: Marketing Tips for Digital Product Entrepreneurs · Oct 7
- New store requirement for foldable app versions hints at a foldable device launch around April 2027.Crosswire — October 07, 2026 · Crosswire · Oct 7
- Smart home hub and doorbells seen as incremental, not a major new product line.Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells · Motley Fool Hidden Gems Investing · Oct 7
- Cited as a firm that voluntarily withdrew from the Russian market in 2022.S9 Ep58: Not wearing Prada · VoxTalks Economics · Oct 9
- Rallied $3.04 and the expiring 337.5 calls were largely worthless.The Hot Options Report: 10-07-2026 · The Options Insider Radio Network · Oct 8
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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