AAPL -- Not On My Bingo Card Today -- May 7, 2026

Locator: 50742AAPL. 

AAPL -- at the open: this is absolutely incredible -- the news yesterday drove this -- but I honestly didn't think that "average" investors would have realized this -- 

 

**********************************
What's Driving This?

From yesterday, link here. 

And Apple is serious about this: Apple is spending more than 10% of revenue on R&D for the first time in at least 30 years. 

This explains why Apple / AAPL remains something to keep in mind when thinking about investing in the current AI revolution.

This popped up today over at x: link here. I don't think there's anything new here; we've discussed this many times, but this appears to be the first time the general public has seen this.

Query: so what does this mean: Apple remains one of the few companies positioned to capture consumer AI deployment through device-level integration and unmatched distribution?

Reply: 

That's a keeper. This is so incredibly awesome, so brilliant, it cannot be overstated; it cannot be exaggerated. The hard part will be explaining this to the public. Apple probably needs to go an huge advertising campaign to explain what this means. At least a 60-second commercial with a lot of 30-second commercials explaining this as well as the right message. 

So, any articles on this? Yup, link here. 

This is really, really cool. 

Apple just opened its entire platform (iPhone, Mac, MacBook, iPad, etc) to "every" AI / chatbot out there. Think about that. 

Two billion devices ready to accept any chatbot, any AI query. And guess what? Every AI platform / every chatbot will want you to choose their platform; Apple might even charge chatbots to access their system. 

And when I say "ready," I mean ready. Like right now. This is amazing.  Well, not right now but as soon as the next iOS 27, iPadOS 27, and macOS 27 are pushed out.

But there's another goodie. Apple does this "within their system." Apple uses "Edge" technology. That means it stays within your system, not subject to hacking by not going to the cloud. This is about as good as one can get when it comes to security.

And for the investor, Apple hasn't spent billions trying to train its own chatbots / its own AI system. Simply letting the Apple user choose whichever AI chatbot they want to use. I like ChatGPT and Google Gemini; others like Grok; some like Anthropic. Choose what you want.

 

**********************************
Disclaimer
Briefly

Briefly: 

I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.

I am inappropriately exuberant about the US economy and the US market.

I am also inappropriately exuberant about all things Apple. 

See disclaimer. This is not an investment site. 

Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.

If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 

Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.

I am also inappropriately exuberant about all things Apple. 

And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. 

I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon.

Longer version here.