Company
Apple
- Episodes
- 81
- Share
- 7.9%
- Shows
- 57
- Net sentiment
- +0.20
Up from 5.5% of episodes in the weeks before; net sentiment was 0.00.
Bullish 24Mixed 18Neutral 26Bearish 13
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%6%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Apple. Longest episodes first.
Bullish 24
- In a clear bull trend with measured moves toward higher targets, though late-cycle.AI STORY ALREADY DIED · The Market Huddle · Oct 17
- Trading defensively as a staple, rallying into its home product event.Uncrowding | Christian Fromhertz, TTG | Jonathan Corpina, Meridian | Oct 13, 2026 · PreMarket Prep · Oct 13
- Slow, steady AI approach and new product cycle seen as relatively resilient, with chart above key averages.Market Expectation Breaker; Apple, Eli Lilly, Cheesecake Factory In Focus | Stock Market Today · Stock Market Today With IBD · Oct 16
- Buffett's investment is explained by its consumer ecosystem loyalty, and Carlisle flagged it as a quantitative value pick earlier.#64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour · Behind the Balance Sheet · Oct 15
- Partnered on hybrid compute that runs sensitive workloads on Apple Silicon.Perplexity CEO: SMBs Could Drive the Next Economic Boom · Sourcery · Oct 12
- Bucked the broader sell-off and neared record highs near a $5 trillion market cap.Closing Bell 10/14/26 · Closing Bell · Oct 14
Show 18 moreShow fewer
- Praised for on-device, privacy-focused AI rather than training core models on personal data.Ep. 11 | Regurgitation or Intelligence? Can AI Generate Novel Thoughts? | John Giannandrea · General Magic & The Soul of Tech · Oct 16
- Shares hit an all-time high as new Siri-powered smart home devices launch.10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/26 · Squawk on the Street · Oct 13
- Reached a $5 trillion market cap despite the broader tech selloff.AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26 · Squawk Pod · Oct 15
- Hit a $5 trillion market cap and is seen as a safe large-cap holding.AI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26 · CNBC's "Fast Money" · Oct 14
- Expanding AI partnerships beyond OpenAI and Google by bringing Meta's model to Mac.Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26 · The Exchange · Oct 15
- Continued to trade counter to the tech selloff and closed above a $5 trillion market value.AI Trade Faces a Reality Check 10/14/26 · Closing Bell · Oct 14
- Hit record market cap levels after launching its new smart home hub.Tech Takes a Breather; Dyna’s “Taku” Robot Visits the Set 10/13/26 · Closing Bell · Oct 13
- Foldable iPhone launch sold out quickly, suggesting strong upgrade demand.11AM Hour: Apple’s iPhone Duo Goes on Sale, Tesla Unveils Roadster, Proofpoint CEO on $6.3B Cyber Security Deal 10/16/26 · Squawk on the Street · Oct 16
- Hit an all-time high on its new smart home hub, though shares faded into the close.Drama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26 · CNBC's "Fast Money" · Oct 13
- Analyst sees AI monetization adding meaningful value through its installed device base.Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26 · CNBC's "Fast Money" · Oct 15
- Services growth and recurring revenue justify a premium despite a high multiple.Bank Earnings Kickoff, Tech Fueling Rally, Sarat Sethi Guest Host 10/13/26 · Power Lunch · Oct 13
- Shares hit an all-time high nearing a $5 trillion market cap, with the OpenAI trade secret fight ongoing.Closing Bell 10/13/26 · Closing Bell · Oct 13
- JPMorgan raised price target citing resilient iPhone demand.Closing Bell 10/12/26 · Closing Bell · Oct 12
- Partnered with Meta to optimize Muse Open on Apple hardware via MLX.The Most Important AI News This Week Is Getting Overlooked · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 16
- Cited as a company with a strong moat that has earned outsized profits.The Federal Reserve Is Screwed - Robert Kientz · Kerry Lutz's--Financial Survival Network · Oct 17
- Cited as a Magnificent Seven company with a durable moat and strong profits.The Federal Reserve Is Screwed - Robert Kientz - #6428 · Financial Survival Network · Oct 16
- Shares rallied about $1.46, nearing its all-time high despite the broader selloff.The Hot Options Report: 10-16-2026 · The Options Insider Radio Network · Oct 16
- Became second company after Nvidia to close above $5 trillion; foldable iPhone demand looks strong.What’s News in Markets: CoreWeave Selloff, Apple Milestone, Borrowing Boom · WSJ Your Money Briefing · Oct 17
Bearish 13
- HomeView's app restrictions and CarPlay-based design raise doubts about software execution.Apple's HomeView has an app problem · The Vergecast · Oct 16
- Weak iPhone 16 sales and Apple Intelligence failures; internal silos hurt AI progress.Alex Kantrowitz on OpenAI, Nvidia & What Could Derail the AI Boom · Newcomer Pod · Oct 13
- Reported component order cuts and soft iPhone 18 demand signals raise December-quarter concerns.10AM Hour: Middle East Attacks Rattle Energy Markets, Social Security Commissioner, iPhone Demand Slowdown? 10/12/26 · Squawk on the Street · Oct 12
- Trades at 44x earnings despite flat revenue growth and modest buybacks, which the host finds unjustified.Apple Is Worth $4.5 Trillion. Can the Fundamentals Catch Up? · Know Your Risk Podcast · Oct 12
- Cited as a great American company that could be harmed if tariff policies continue.Is China Dumping the Dollar? - And is Ray Dalio Right about Reserve Currencies? · Patrick Boyle · Oct 13
- Memory cost increases pressure margins at a very high valuation.#420 Larry McDonald: The Market Has Already Crashed. The Index Just Hasn’t Noticed · The Julia La Roche Show · Oct 15
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- Reported cuts to iPhone component orders suggest soft demand for new models.If Not Now, Then When Will These AI Companies Go Public? · RiskReversal Pod · Oct 12
- Apple TV loses billions and has a small subscriber base, though it supports the broader services business.Will Apple TV ever turn a profit? · The Business of Content with Simon Owens · Oct 14
- Forward PE 35.7 and price-to-sales 10.7, the highest it has been, so not cheap.This is the Cheapest Mag 7 Stock Right Now · Value Investor · Oct 16
- HomeView is seen as limited, lacking video apps and streaming support compared with rivals.Meta’s Muse Won’t Stop Sexting; Apple’s HomeView Is Just a Giant Apple Watch · Uncanny Valley | WIRED · Oct 15
- Starlink and other rivals could erode its carrier revenue and iPhone dominance.JPMorgan CEO Jamie Dimon has his eye on global deficits · Sozzi Unleashed · Oct 13
- Hosts doubt Apple's Siri AI and find the Home View marketing and pricing unconvincing.(Preview) Apple Enters the Uncanny Valley, The SpaceX Play for Cellular, Q&A on The Ringer, Smartphones, AI Parenting · Sharp Tech · Oct 15
- Its M5 Max MacBook Pro was outperformed in reviewer benchmarks.Anthropic's Growth Is Slowing · Tech Brew Ride Home · Oct 15
Mixed 18
- HomeView hub seen as well-designed but lacking meaningful AI and smart-home integration.Muse Wonder, Social Reckoning Review, Apple HomeView | Eli Manning & Michael Waldron, Anjney Midha, William Chu & Negin Oliver, Neal Stephenson, Ravi Gupta & John Hegeman, Jack Goldburg, Oege de Moor, Nick Talken, Jeff Holden · TBPN · Oct 13
- New home device partnership with LG seen as a strategic push, though the product looks unexciting.OpenAI Uncovers Spy Device, Apple x LG, Home Devices Tier List | Thomas Neckel, Kabir Jain, Danielle Axman, John Urschel, Nicolas Sharp, Jason Ballard, Erik Bernhardsson, Josh Tyrangiel, Aida Baradari · TBPN · Oct 14
- Bold smart home push, but complicated setup, pricing and reliance on partners raise doubts.HomeView: Apple just got serious about the smart home | Livestream · The Vergecast · Oct 13
- Hosts praise the HomeView and smart home push but criticize high prices and first-generation software.Apple's Going All In On Smart Home - Is HomeView, Apple TV 4K & HomePod mini 2 The Answer? (Apple Bitz XL, Ep. 390) · Apple Bitz XL w/ Brian Tong · Oct 18
- Reworking macOS permissions for AI models, risking friction with power users.Risky Business #855 -- ShinyHunters done sowing, enters reaping phase · Risky Business · Oct 14
- Home View device seen as weak, but Apple hit a record $5 trillion valuation.Anthropic IPO Panic, A Spy At OpenAI?, The Great Food Slop Debate · Big Technology Podcast · Oct 16
Show 12 moreShow fewer
- Foldable iPhone Duo pre-orders and smart home push; design praised, price high.Apple 'i' order · Wake Up to Money · Oct 16
- DOJ antitrust settlement could be lenient, though developers push for more openness.OpenAI Accelerates Ad Push with Meta Hires & Slashed Prices, Apple Antitrust Worries Developers · The Information's TITV · Oct 16
- Strong foldable pre-orders are positive, but a roughly 39x forward multiple looks expensive.Coreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26 · CNBC's "Fast Money" · Oct 16
- iOS privacy changes are pushing the web toward server-side integrations.The Auction Flip: Prebid's Plan To Swap Places With Google · The Big Story · Oct 15
- Audio intelligence on Apple Watch leans on on-device processing, which failed to calm privacy worries.Everything's recording everybody. What now? · The Vergecast · Oct 15
- HomeView is incremental and walled-garden, though it reinforces existing ecosystem advantages.Flying Cars, Smart Homes, and Cracks in the AI Boom · Motley Fool Hidden Gems Investing · Oct 16
- HomeView looks well designed but hosts see its AI and smart home capabilities as behind rivals.John Reviews The Social Reckoning, Muse Wonder, Apple’s HomeView | Diet TBPN · TBPN · Oct 14
- Privacy focus and capital efficiency protect it but leave Siri and AI features behind competitors.How Does Apple’s Siri Compete In an Agentic World? · WSJ Tech News Briefing · Oct 16
- Apple Watch dominates wearables sales but drew complaints about elegance and design.Why Oura Put Its IPO on Pause · The Journal. · Oct 13
- New home products are incremental, pricey and face strong rivals, but services upside is possible.Can Apple Take Over Your Home? · Motley Fool Hidden Gems Investing · Oct 14
- Welcome Home hardware launch and possible iPhone 18 Pro order cuts create both upside and doubt.Expectations for Apple's "Welcome Home" - MOSK: 10.12.2026 · Mac OS Ken · Oct 12
- Hit a new all-time high intraday then reversed about $7, closing well off the peak.Hot Options Report: 10-13-2026 · The Options Insider Radio Network · Oct 13
Neutral 26
- Singh mentions using Apple Vision Pro glasses for teaching robot movements.Why Defense Gets Humanoids Before Your Home Does: Skylark Labs' Amarjot Singh · Audrow Nash Podcast · Oct 13
- Cited as a tough negotiator that still offered doubled equity via an extra interview process.#131: Inside comp negotiation for PM roles at top companies like OpenAI and Anthropic | Colin Lernell (Co-founder @ Valued) · Supra Insider · Oct 12
- Mentioned as a contrast; phone GPS accuracy limits and Find My network.The Gadget That's Better in Crowds Than Your Phone + Ring’s Founder Before Amazon Bought It | E2349 · This Week in Startups · Oct 12
- Steve Jobs' iPod and iPad decisions are used as examples of tradeoffs and focus.Lessons from Napoleon, Steve Jobs, Joan of Arc & Other Leaders | Ben Wilson · David Senra · Oct 14
- Entering smart-home devices with a local-AI display and video doorbell.DHUnplugged #821: Gold Standard Ahead · DHUnplugged Podcast · Oct 14
- New home tablet with upgraded Siri is discussed as a product launch.Arrest Made at OpenAI · The Daily AI Show · Oct 14
Show 20 moreShow fewer
- Used as an early PC-era example of a company that succeeded despite lacking typical VC markers.AI Will Not Make You Rich · Colossus Magazine · Oct 12
- Used as a retail example where Steve Jobs paired vision with an operator.Game Changers: The Talent Imperative for the AI Era with Mohammed Aaser · ServiceNow Podcasts · Oct 16
- Investors await how Siri and AI features perform on its large device platform.Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal · RiskReversal Pod · Oct 13
- Named among concentrated mega-cap holdings and as a possible long-term winner.How Do You Hedge a Concentrated Stock Market? · Ask The Compound · Oct 14
- Hit all-time high, but guest sees slow earnings growth against a high multiple.the Exchange 10/13/26 · The Exchange · Oct 13
- Smart home hub unveiling marks a push toward more frequent product news.How Microsoft’s New Office Chief Fixed Copilot, OpenAI’s Plan to Revive Sora · The Information's TITV · Oct 12
- Pre-orders started but delivery dates pushed back amid memory shortage.9am Hour: CoreWeave Whipsaw, Tesla’s Roadster Unveil, Netflix C-Suite Shuffle 10/16/26 · Squawk on the Street · Oct 16
- Mentioned as one of the original single-name VIX index listings in 2011.Options Boot Camp 412: Volatility Scrooges: VIX Perps, Apple, VIX and more · The Options Insider Radio Network · Oct 15
- Unveiling smart home lineup to compete with Amazon and Google.Morning Call 10/13/26 · Morning Call · Oct 13
- Cited as example of a leader who disrupted itself with the iPhone.Why the Companies Most at Risk of Disruption Are Usually the Most Successful Ones · Motley Fool Hidden Gems Investing · Oct 18
- Discussed as a home partner with LG and for its encrypted home data claims.OpenAI Bugging Incident, Are Your Devices Listening? Xbox Launches Remix Lab | Diet TBPN · TBPN · Oct 15
- Relies on Google's Gemini models for its new foundation models, discussed factually.E97 - AI Agent Wars · Lucy & Ellie · Oct 13
- Mentioned as a source of manufacturing talent hired for scaling fusion hardware.From Twilio to Fusion with Jeff Lawson · Inevitable · Oct 14
- Reportedly entering the smart lock space; Siminoff downplays competitive threat.Why Ring CEO isn't sweating Apple's rumored smart lock · Power Players with Brian Sozzi · Oct 12
- Introducing a Siri command center for the physical home.Google Gemini 4 Argon Autonomous Capabilities · Elon Musk Podcast · Oct 14
- Named among tech leaders driving much of this year's S&P gains.Has Nvidia Become Too Big To Fail? · Prof G Markets · Oct 13
- Mentioned as a major customer driving demand for TSMC's advanced chips.The Desert Fabs That Can't Cool Themselves · The Cassandra Files · Oct 12
- Shares closed slightly lower after hovering near an all-time high, with heavy options volume.The Hot Options Report: 10-14-2026 · The Options Insider Radio Network · Oct 14
- Apple Watch offers only hypertension alerts, discussed as a consumer health feature.Some Wearables Can Track Blood Pressure. Do They Work? · WSJ Tech News Briefing · Oct 14
- Partnering with Meta so developers can run the model on Mac computers.Ukraine resumes strikes on Russian oil; Houthis attack Yemen’s presidential palace, and more · The World in Brief from The Economist · Oct 16
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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