Company
Apple
- Episodes
- 47
- Share
- 5.0%
- Shows
- 35
- Net sentiment
- +0.03
Down from 6.1% of episodes in the weeks before; net sentiment was +0.07.
Bullish 8Mixed 16Neutral 16Bearish 7
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%6%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Apple. Longest episodes first.
Bullish 8
- Record highs on foldable iPhone demand and new home hardware push under a hardware-focused CEO.The AI Debt Scare, a Rotation Into Value, and the Year-End Deadline You Can’t Afford to Miss · Money Matters with Dean Greenberg · Oct 19
- Foldable iPhone sold out in walk-in stores, signaling strong early demand.The Exchange 10/23/26 · The Exchange · Oct 23
- Gemini licensed to improve Siri, described as a partnership that is working well.Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products · Big Technology Podcast · Oct 20
- Foldable iPhone sells out with high margins, and shares hit a record high.10AM Hour: Apple's Foldable Future, SpaceX Shakes Up Telecom, OpenAI’s New Valuation 10/23/26 · Squawk on the Street · Oct 23
- Only Magnificent Seven member to finish green; foldable iPhone launch seen as high-margin.Tech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26 · CNBC's "Fast Money" · Oct 22
- Hardware distribution moat seen as durable even after Tim Cook's departure.80% of S&P 500 Stocks Are in Correction Territory. These 3 Are Still Buys · Street Talk · Oct 20
Show 2 moreShow fewer
- 34% failure probability, low enough to keep owning, but higher than Alphabet and Meta.'Stocks Are Undervalued': 5 Stocks to Own, 5 to Avoid · Street Talk · Oct 19
- iPhone Duo pre-order demand is extraordinary and a product event is coming.GM Tanks Despite Earnings Beat, Walmart Takes On Costco · The Rundown · Oct 20
Bearish 7
- Seen as lagging in AI with rising memory costs and weak device upgrade demand.Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? · Excess Returns · Oct 24
- Speakers say Apple Intelligence and Siri failed to deliver despite strong hardware.Microsoft AI, model routing, and the move toward portable workflows · The Intelligence Age · Oct 19
- Downgraded on channel checks showing weaker December quarter unit expectations.9am Hour: Tech Turbulence, Apple Downgraded, Live: DNI Jay Clayton 10/20/26 · Squawk on the Street · Oct 20
- Downgraded by Loop Capital and Moffett Nathanson on weak iPhone shipments and memory cost pressure.11AM Hour: Impactive Capital's Lauren Taylor Wolfe, Former TikTok CEO Kevin Mayer & GM Tumbles After Earnings 10/20/26 · Squawk on the Street · Oct 20
- iPhone Duo launch software was widely criticized as botched and poorly optimized.Meta Introducing Class C Stock, iPhone Duo’s Botched Launch | Diet TBPN · TBPN · Oct 23
- Hosts see it as a top performer trading at about 11-12 times sales, which looks expensive.Why Buffett Would Be Short the “AI Horses” Right Now · The Acquirers Podcast · Oct 24
Mixed 16
- iPhone Duo launch reviews criticized software polish, though hardware novelty drew interest.Matthew Prince on PHP2Shell, iPhone Duo Early Reactions, Meta Unveils New Class C Stock | Matthew Prince, Kevin Weil, MC Lader, Dillon Baxter, Richard Starson, Brian Manning · TBPN · Oct 22
- iPhone Duo is fun but expensive, with weak app support and first-generation compromises.The iPhone Duo should have been an iPad · The Vergecast · Oct 23
- iPhone Duo reviews are harsh on app optimization, though some see the trade-offs as reasonable.The Internet Is Finished, Early iPhone Duo Reviews, SpaceXSITesla Merger Talks | Nikesh Arora, Aidan Smith, Akhil Iyer, Max Junestrand · TBPN · Oct 21
- iPhone Duo has strong early demand but app compatibility and design quirks raise concerns.iPhone Duo Reviews, Touchscreen MacBook Pro, How Walmart May Beat Amazon · Primary Technology · Oct 22
- Praised for bold design ideas but criticized for unpolished software and app support on the foldable.How we really feel about the iPhone Duo | Livestream · The Vergecast · Oct 21
- iPhone Duo foldable reviewed as a costly first draft with mixed usability and camera tradeoffs.TNW 460: iPhone Duo: A Week Later - Apple's Big $2000 Mobile Bet · Tech News Weekly (Audio) · Oct 22
Show 10 moreShow fewer
- Behind on AI but controls consumer distribution and still generates heavy free cash flow.How To Invest In AI Now With Janus Henderson’s Jonathan Cofsky · Barron's Live · Oct 19
- Duo foldable launch and high margins support upside, but supply constraints and memory costs weigh.9AM HOUR: Apple iPhone Duo Hits Stores, Tech Extends Sell-off, Merck CEO "First on CNBC" 10/23/26 · Squawk on the Street · Oct 23
- Foldable iPhone Duo priced near $2,000 with carrier discounts and strong expected margins.Capital Concerns Hammer the AI Trade 10/22/26 · The Exchange · Oct 22
- Downgraded to hold on iPhone shortfall concerns, though foldable Duo demand is strong.Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26 · The Exchange · Oct 20
- Heavily reliant on Chinese suppliers, so tariffs and trade tensions pose risk.The Quiet Dragon: Why President Xi Came Solo to Face Trump · On The Ground in China · Oct 19
- iPhone Duo reviews are harsh on app optimization, though the hosts expect fixes.Cybersecurity Red Alert, SpaceX Earnings, OpenAI Strikes Google Deal | Diet TBPN · TBPN · Oct 21
- Strong product upgrades, but rising memory and wafer costs squeeze gross margins.Inside the iPhone 18Pro: What's Driving Performance, AI, and Cost · TechInsights: The Chip-Observer · Oct 20
- HomeView expands its ecosystem but faces EU exclusion and privacy trust challenges.Apple's HomeView and Robotic Display · Elon Musk Podcast · Oct 20
- Downgraded on iPhone worries while facing legal and regulatory pressure.Apple's Latest iPhones Stuffed with America - MOSK: 10.21.2026 · Mac OS Ken · Oct 21
- Loop Capital downgrade to hold with a 330 target on weaker iPhone shipments; Cramer favors holding long term.CNBC Investing Club: Cramer’s Morning Take on Apple 10/20/26 · Squawk on the Street · Oct 20
Neutral 16
- Steve Jobs' product focus during his return is cited as a leadership example.What Makes Great Leaders & How to Live an Extraordinary Life | Dr. Jared Diamond · Huberman Lab · Oct 19
- Discussed mainly around Siri branding and Vision Pro comparisons, without a clear investment angle.Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything · Sharp Tech · Oct 23
- Discussed as a potential monetizer of AI through its platform.Interview. Eric Seufert on Whether AI Will Destroy Google's Search Monopoly · The Synopsis · Oct 22
- Cited as designing in California and manufacturing in China, with engineers flown to factories.Building our piece of the electric stack · Volts · Oct 23
- Mentioned only indirectly through app store context.Unity's Vector Is Working. Now the Runtime Data Test. Felix Thé, Chief AI Officer at Unity · Mobile Signal · Oct 20
- Altman describes Apple as a critical platform partner, but OpenAI wants hardware beyond iPhones and laptops.Sam Altman: RSI, AI Consciousness, OpenAI's New Hardware, Compute, and more! · Forward Future Interviews · Oct 21
Show 10 moreShow fewer
- Discussed as App Store gatekeeper and as maker of Siri AI and Reminders.Why your favorite creator is building an app · The Vergecast · Oct 19
- Named by the IRGC as a potential target, mentioned without investing implications.Create Positive Change: US Secretary of State Encourages Cuban Population to Partner With CIA + US First Lady Mediates Russia - Ukraine Humanitarian Ceasefire + UK Fighter Jets Deploy to Defend Cities & Infrastructure in Saudi Arabia; No Offensive Strikes · I - On Defense Podcast · Oct 24
- Named as plaintiff in a trade secret lawsuit against OpenAI, which remains unresolved.Did OpenAI Just Catch a Spy? · The Journal. · Oct 22
- Cited as an example of an employer whose vesting schedules are public knowledge.Interview with Mike Murphy Co-Founder of TextTonality · Business Innovators Radio · Oct 22
- Cited as an example of making complex technology feel simple to use.The Browser Is Becoming an AI Workspace: Inside Atlassian’s Dia · The Ravit Show · Oct 22
- Options activity was large, though shares slipped slightly and moved opposite the market.The Hot Options Report: 10-19-2026 · The Options Insider Radio Network · Oct 20
- Foldable iPhone Duo launched with limited stock and supply constraints.Why Calling a Democrat a Socialist Isn’t the Insult It Once Was · WSJ What’s News · Oct 23
- Mentioned only as a contrast for consumer hardware losing value with each new model.The Hidden Economics of Robot Resale Markets · The Robotics Business with Fexingo: Automation, Industrial Robots, and Hardware Startups · Oct 23
- Discussed for its new CEO, foldable-style iPhone redesign and hardware focus.TIME’s 2026 Best Inventions: Apple CEO John Ternus Leads the Charge Into Tech’s Future · Cheddar RSS · Oct 23
- Mentioned as a competitor with large health ecosystems to Oura.Why Serena Williams Is Backing Menopause Clinics, Free Egg Freezing With a Catch & Why Oura’s $15B IPO Stalled · This Week in Longevity · Oct 19
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.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial