Oktober 10, 2026

Apple

Apple M6 & John Ternus: 2nm AI Silicon, Buybacks & Valuation

Apple enters a new CEO era just days after launching its first 2nm M6 chip. I examine why custom silicon, on-device AI and a $4.7 trillion valuation make the next.

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Apple Stock 2026: Q3, Services, Siri AI & Valuation

Apple delivered record June-quarter revenue of $109.4 billion, with iPhone, Mac and Services all setting records. I examine Services, Siri AI, tariffs, margins and AAPL valuation.

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