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Asymco Bulletin is a digest of all the work we have published for the week ending Jul 19, 2026. Posted on July 20th. Asymco Office Hours Live Q&A — Friday, July 31 → The next Asymco Office Hours Live Q&A will be on…
Take all my money, please. The graph above shows that Amazon, Alphabet, Meta, Microsoft and Oracle decided to transfer their shareholders’ wealth to the shareholders of Nvidia, Micron, Broadcom and Applied materials1.…
Many PlayStation users are considering a switch to PC after Sony announced the end of physical games on its platforms. A reader poll by Push Square, which specializes in PlayStation coverage, has shed light on how fans…
Getting to 20% CAGR on Wearables When Essilor merged with Luxottica in 2018 the eyewear market was $100 billion. In 2021 it was $150 billion. Last year it was $220 billion, this year it’s estimated at $245 billion and in…
Cites market share gains and pricing power On Monday, Citi raised its price target on Apple to $365 from $315 while maintaining its Buy rating. The move reflects stronger margin expectations and rolled-forward financial…
RAM-driven hardware cost increases won’t impact long-term revenue gains. In a note to investors seen by AppleInsider on Tuesday, JP Morgan has increased its price target for Apple to $345. This is an increase of $20 from…
Apple accuses OpenAI, and former design star Jony Ive’s io Products firm, of stealing hardware trade secrets in blockbuster lawsuit Apple sued OpenAI on Friday for allegedly stealing its trade secrets, an extraordinary…
Can Apple overtake Dell? Omdia Global shipments of desktops, notebooks, and workstations in 2Q26 declined 3.6% year-over-year to 65.7 million units according to the latest research from Omdia. Shipments of desktops…
How Apple Became the Most Defensive Stock in the Market The stock hit an all-time high Thursday as investors look for hedges against massive artificial-intelligence investments elsewhere in the market. Shoring up a…
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