Locator: 51798AAPL.
Tag: Apple.
Mark: 11:25 a.m. CT, September 22, 2026: CNBC graphic suggests AAPL hit the $5 trillion market cap threshold. Whoo-hoo.
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For The Archives
Half-Time Report:
- one analyst: five years from now, the future belongs to -- Netflix, GOOG, AAPL, AMZN;
- think sports -- they will own all sports
- the big concern: YouTube has Netflix in its crosshairs
- YouTube challenging Hulu, Disney, others for at-home streaming networks
- Josh: long Netflix -- but it has been his biggest "mistake" so far this year; still long;
- all see Netflix right now at a "bad place"
Anthropic: new cheaper Opus Model 5.0 --> 5.5 announced.
- is this why Dario Amodei delayed Anthropic's IPO to October, and then to November?
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Disclaimer
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. And QCOM. Longer version here.
