$AAPL Apple Tape Reports
Per Ticker.id: $AAPL Apple Tape Reports — 586 podcast mentions across 39 podcasts (30 days), latest 2026-08-26 23:16 UTC.
I know. Now, Apple, a company I know you have tremendous respect for, they felt like you that their stock was very undervalued. I mean, you're just selling arguably at 16 times 28 earnings. That seems ridiculous to me. Is it time to make that buyback much bigger than roughly $98.5 billion left to buy? Why not double that? Why not do what Luca Maestri did? He's such a great CFO. You have such a great CFO, Colette Kress. Huddle with her. You know, just huddle with her and come up with a number more befitting of how cheap your stock is. Best investment of all these things you're talking about.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26And she wrote that when she was trying to tell him, I'm leaving the Porter Wagoner Show after about 6 or 7 years, and I'm no longer going to be just doing duets with you. I'm going out on my own. And she kind of wrote that for him. I will— apparently, I didn't know any of this, so I looked into it yesterday. And then you've got, you know, her 60-year marriage with this big, tall, handsome guy named Carl, who died last year. And it's always so sad when something like that happens. I think now we're hearing something about that she had cancer or something. Yeah, but tributes are pouring in from across the entertainment and business world for country music legend Dolly Parton, died yesterday in Nashville. Her publicist said that the singer, as we just said, had faced a brief battle with cancer. On social media, musicians including Mick Jagger, Reba McEntire, Kacey Musgraves, and Pink honored Parton, and many, many more did on across, uh, all the cable networks. In New York City, the Empire State Building lit up, uh, in signature Parton pink at 9:25 PM to honor the entertainer and her role in the film 9 to 5. Amazon founder Jeff Bezos weighed in on, uh, X saying that Parton lifted everyone, uh, with her music, her generosity, and her joy. Apple CEO Tim Cook said Parton's music helped light up the world. On Truth Social, President Trump said U.S. flags would be lowered to half-staff for a week. Parton, as you know, is known for her self-deprecating wit as well as her immense song production— thousands of songs apparently— but also for her philanthropy promoting child literacy. She was 80 years old. And a couple other things, Andrew, I guess this song Elvis was going to record "I Will Always Love You," and she wanted Elvis, wanted him, was so honored that he was going to record it. But his hard-ass manager, Colonel Tom whatever his name was, wanted 50% of the publishing rights for this song for him to record it. She said no. Later she said that when Whitney did that cover, she made $10 million in royalties, and after Whitney Houston and then— Wow. —and was able to buy Graceland with— or could have bought Graceland with the money.
Joe Kernan — Squawk Pod · Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26 · 2026-08-26Yeah, I think for your state attorney general, you start to appreciate that, listen, the numbers matter because this money goes back into state coffers and can be used for lots of beneficial things. But at some point, the numbers are funny money in settlement companies like Meta, Google, and Apple and all of these other companies, the big tech companies, you know, this is, this is something that they'll outrun in a quarter, if not more, more quickly. So the real question is going to be what kind of teeth does it have from a regulatory perspective? What kind of effect is it going to have both in curbing existing problematic behavior but addressing future problematic behavior? And so when I think about this deal, I think about, okay, yeah, there's a lot of money here, but what this really does is it puts a foot down and says, finally, we are going to put some restrictions in place on social media and how it's affecting children, something that the country has been desperately asking for across party lines now for a decade.
Jonathan Kanter — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26I think mostly just, I would encourage people, even if they have a traditional software engineering background or some other background, some sort of tech or something. And are really excited about working on this and really interested in it to check it out and apply. Even if you don't think Apollo's a great fit, there are a lot of AI safety things that are tailored toward onboarding people and getting people up to speed on it. For my own history, I was at Apple and then at NVIDIA working on self-driving stuff before Apollo. So I think it's, there's no one who has 20 years of experience in AI safety. So if you're interested in it now, I think I would really encourage people to, to try it out. I think it's also just a very interesting and dynamic field. As far as we work a lot with labs, the thing that we're working on changes a lot. There's a lot of, as people might have heard in this conversation, there's, it's just a very weird field in being a mix of you're implementing and experimenting with things, you're doing research, you're also doing a weird amount of thinking about like how cognition works or these very abstract things. I, I would encourage people to just explore options in the space for AI safety, find programs at whatever level you're interested in. And the biggest thing being like not to rule yourself out of applying to things, even if you expect that your skill set or anything is very different. Especially given that if you've done a lot of work with agent decoding or things like this, the kind of barrier to entry is somewhat lower than it might have previously been. Yeah.
Bronson Schoen — "The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · RL's a Hell of a Drug: Metagaming, Reward Seeking & Motivated CoT Reasoning – Bronson Schoen, Apollo · 2026-08-26Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. It's good to be here with you on this Wednesday, August 26th. I'm Julie Morgan. Target fell nearly 4% on Tuesday after the retailer pulled a controversial Halloween costume. The product, sold as the Kids' Glows Under Blacklight Circus Clown Halloween Costume, prompted backlash on social media as some consumers said it resembled a racist caricature evocative of minstrel shows. Target issued an apology, saying in part, "We know this is especially hurtful for our Black guests, team members, and partners." In an internal email viewed by Reuters, the chief merchandising officer echoed Target's public apology, telling employees the item "never should have been in our assortment" and that the company would "learn from this and do better." An analyst with Morningstar said the share drop reflected the fragility of Target's competitive positioning. Noting that it relies on consumer relations and shopping experience to compete with retailers like Walmart and Costco that win on price. SpaceX plans to develop a $100 billion Starship launch and production complex on about 125,000 acres near Pecan Island, Louisiana. Starbase Louisiana is expected to include 5 launch complexes with 2 pads each, along with propellant production, power generation, vehicle processing, and employee housing. Construction is scheduled to begin in 2027, with the first launch targeted for 2029. The $100 billion project will give SpaceX another base for Starship operations, alongside its existing South Texas site and a planned facility at Cape Canaveral, Florida. The Louisiana location would support southbound launches over the Gulf of Mexico and missions into near-polar orbits. According to the president of SpaceX, the project could create 3,000 to 10,000 jobs. The company and Louisiana also plan to restore coastal wetlands and protect wildlife around the site, which previously belonged to ExxonMobil before being returned to the state through a legal settlement. And something that continues to show up on our list of trending topics: Walmart has added a contactless payment system including Apple Pay at select stores and Sam's Club locations. It rolled out earlier this week with further expansion planned for later this year. Tap to Pay at Walmart will allow shoppers to hold a credit card, phone, or smartwatch near a card reader to send payment data instantly without swiping or inserting a credit or debit card.
Julie Morgan — Wall Street Breakfast · Bullseye misses the mark · 2026-08-26While other retailers embraced Apple Pay for contactless checkout, Walmart opted to stick with its own QR code-based system, Walmart Pay. Now for a look at a few other articles that are trending: Bill Gates reportedly seeks a meeting with China's Xi Jinping to discuss risks of AI. Dick's Sporting Goods plunges 31% after an earnings miss. And AI mania makes room for the debasement trade. On our Catalyst Watch for the Day: The public expo for the Gamescom conference in Cologne, Germany begins. Participants include Microsoft's Xbox, Nintendo, Electronic Arts, and Sega. Harry Styles' Together Together residency at Madison Square Garden begins. Madison Square Garden Entertainment is expected to see a notable revenue boost from the 30-show run. And NVIDIA will hold its earnings call at 5 PM. Options trading implies a share price move of 6% after the report is released. The tech stocks with the closest trading correlation with NVIDIA after earnings have been Marvell Technology, Micron, Arm, and Advanced Micro Devices. If you're looking for a preview of NVIDIA earnings, check out today's edition of the Wall Street Breakfast newsletter. A link to sign up is in the show notes section. On Wall Street, stock index futures are in mixed territory. Crude oil is down 2.7% at $80 a barrel. Brent crude is down 2.8% at $86. The FTSE 100 is little changed and the DAX is up 0.1%. Intuit is on our list of the biggest movers. Intuit, Inc. is down 11.7% after the parent of Credit Karma, TurboTax, and Mailchimp issued fiscal year 2027 and fiscal Q1 guidance far below the consensus estimate. And on today's economic calendar, another busy one. At 8:30 AM, GDP. Also at 8:30 AM, Personal Income and Outlays. At 10:30 AM, EIA Petroleum Status Report. And at 11:00 AM, Survey of Business Uncertainty. That's it for today's Wall Street Breakfast. Thanks for listening! To take full advantage of Seeking Alpha, join the highest quality community of real investors. Investors discussing stocks and ETFs at seekingalpha.com/subscriptions. I'm your host, Julie Morgan. Go out and make it a great day.
Julie Morgan — Wall Street Breakfast · Bullseye misses the mark · 2026-08-26That's fair. That, that's fair. But that happens every time. Uh, this, speaking of like long-term rates not mattering so much, I thought, I just think this is an interesting way to think about it. Jesse Livermore says that take the out current outstanding supply at market value of US Treasuries with maturity of 10 years or more. Mm-hmm. It's $4.3 trillion. He says Apple is worth $4.6 trillion. In other words, just one single stock in the US equity market is bigger and heavier in weight in the global portfolio than the entire long-term treasury market. So again, the Treasury market—
Ben Carlson — Animal Spirits Podcast · Are Free Markets Dead? (EP. 479) · 2026-08-26Yeah. You can actually look it up to see what somebody at one of the largest companies in the world, say Apple, gets paid. $100K, $200K in cash, maybe, uh, it seems like they're standardized on $250,000 in stock awards and they might get a little bonus for being on the, uh, audit committee of, you know, $50,000. So you're looking at a total comp of about $400,000 and that's probably a 4-year term. 5-year term, something like that. So that's the highest end here at your startup, 25 basis points, 50 basis points over 4 years of service, 2 years of service, something in that range.
Jason Calacanis — This Week in Startups · You Can't Fire a VC From Your Board: Here's Why | Wilson Sonsini Startup Legal Basics · 2026-08-25