Life After Mag 7 [Seeking Alpha]
Apple Inc. (AAPL)
Last apple inc. earnings: 4/30 04:30 pm
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US:NASDAQ Investor Relations:
investor.apple.com
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Source: Seeking Alpha
Free cash flows at key tech names like ORCL and META have rolled over, and rising CDS levels suggest the market is questioning AI investment payoffs. Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' and is shifting focus toward healthcare and medical device sectors. Yield curve flattening and global rate dynamics imply back-end US rates may remain elevated, challenging consensus expectations for rapid declines. We Are/DigitalVision via Getty Images Listen here or on the go via Apple Podcasts and Spotify Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' (0:50). Life after Mag 7 (2:30). Healthcare names of interest (7:40). Robotics and AI (12:00). Life after government data (14:10). Startling bond environment (16:45). Transcript Rena Sherbill: Very excited to welcome back Michael Kramer, who writes under Mott Capital Management and who runs the investing group on Seeking Alpha called Reading The
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News
- Apple announces departure of general counsel and policy chief [MSNBC.com]MSNBC.com
- Read the internal memo that Meta's top lawyer behind its FTC victory sent announcing she's leaving for Apple [Business Insider]Business Insider
- Apple's executive shake-up continues with departures of general counsel and policy head [TechCrunch]TechCrunch
- Apple Crowns Its Top Apps of 2025, and AI Dominates the Field [CNET News]CNET News
- Apple announces executive transitionsBusiness Wire
AAPL
Earnings
- 10/30/25 - Beat
AAPL
Sec Filings
- 11/14/25 - Form 4
- 11/14/25 - Form 25-NSE
- 11/12/25 - Form 4
- AAPL's page on the SEC website