Company · Updated
What podcasters are saying about Apple (AAPL)
Summary
In the past 30 days, 13 speakers on 12 finance podcasts discussed Apple (AAPL) in 19 views. Going by each speaker's latest call, 7 are bearish and 3 are bullish. Chorus has followed Apple since September 29, 2026: 20 views from 14 speakers on 12 shows.
Who talks about it most
- Larry McDonald · 3
- Mackenzie Sigalos · 3
- Ted Mortonson · 3
- Bryn Talkington · 1
- Steve Weiss · 1
- Jay Hatfield · 1
- Ethan Mollick · 1
- Tim Travis · 1
- David Bahnsen · 1
- Walter Piecyk · 1
The latest views
Newest first. Every quote is checked against the episode's transcript.
Steve Weiss · Short Hills Capital PartnersBullish
Apple's iPhone demand looks strong ahead of earnings, making it a port in the storm amid the tech selloff.
Apple won't report new-phone sales this quarter, but management will likely say demand is very strong. Lead times have shrunk: a month ago the wait was a month or a week, and he got his phone the next day. That makes Apple a refuge from the AI-driven tech selloff.
“But they will talk about how demand is very strong, even though the lead times, as is typical, have shrunk for the 18. ... But I think it's a port in the storm right here.”at 43:59
CNBC Halftime Report: Amazon in Focus as the Nasdaq Slides 10/3026 ·
Bryn Talkington · Requisite Capital ManagementNeutral
Apple's revenue will be strong, but the stock won't move much until Siri improves.
Apple's revenue is expected to grow more than 10%, with people upgrading and buying phones, so he expects a strong quarter and a fine call. Earnings have been helped by buybacks, which he calls financial engineering. He doesn't expect a big stock move this quarter because there is no big catalyst. The stock gets going once Siri, improved through the Google partnership, works better.
“from an Apple business perspective, this is gonna [be] a strong quarter. Revenues are gonna be up... Expected to be up over 10%... I don't think the stock is gonna make a big move... because I don't think they have big catalyst.”at 44:36
CNBC Halftime Report: Amazon in Focus as the Nasdaq Slides 10/3026 ·
Jay Hatfield · Infrastructure Capital AdvisorsNeutral
Apple is a reasonable holding; 10% growth at 35x earnings means only about 10% annual returns.
Hatfield says Apple is a perfectly reasonable stock that his firm owns some of, though it is not an index overweight because it is about 7% of the index. It grows about 10% and trades at about 35x earnings. If the multiple stays at 35x after five years, shareholders earn about 10% a year with little risk. That is fine, but not a stock that will crush it.
“it's a perfectly reasonable stock, and we [owned] some... it grows at 10, and it trades at 35 times earnings.”at 29:34
Excess Returns: Tech is Selling Off. AI Debt Fears Are Rising. So Why Does a $4B Manager See a Reverse Bubble? ·
Ethan Mollick · Wharton School, University of PennsylvaniaBearish
Apple may run into trouble because it lacks a frontier model needed for personal agents.
Mollick argues that personal agents, which connect to a user's data and act proactively, need a recent frontier model. Older systems needed elaborate scaffolding such as RAG pipelines and vector databases, but a frontier model now handles that work itself. Companies that did not build LLMs at scale, which he names as Apple, may therefore be unable to offer this kind of work and could run into trouble.
“It's kind of one of the reasons why I think companies that did not engage in trying to build LLMs at scale like Apple might run into trouble because if you don't have a frontier model, you can't do this kind of work.”at 42:40
Big Technology Podcast: This AI Expert Argues We're Underestimating AI's Productivity Impact — With Ethan Mollick ·
Larry McDonald · The Bear Traps ReportBearish
Apple at about 10x sales is far above its 2-6x sales range of the past thirty years, so the stock is overvalued.
He compares Apple's current multiple of roughly 10 times sales with its trading range of 2-6 times sales over the last thirty years. He questions what new product could justify a multiple that far above history. He also says a 2.55% Apple bond trading at 47 cents on the dollar is a better risk-reward than the equity at this valuation.
“You can't buy stocks that are trading at 10... You know, Apple at 10 times sales. For thirty years, traded between two to six times sales.”at 24:01
Wealthion: Larry McDonald: S&P 500 Could Crash 30% Over the Next Year ·
Larry McDonald · The Bear Traps ReportBearish
Apple at $5 trillion looks overvalued; a rate spike would hurt consumer demand; buy two-year puts.
Larry asks why Apple is at $5 trillion while consumer-facing names like McDonald's, Home Depot and Harley-Davidson are down about 35%. He pairs buying Apple bonds near 47 with two-year puts on the stock, arguing that a 1-2% rise in rates would decimate the economy and kill Apple stock because it sells to consumers.
“Why is Apple at $5,000,000,000,000? ... So if the bonds are 47, the only way that bond goes to 40 is if interest rates go up another one or 2%. That would decimate the economy. That would kill Apple stock.”at 41:24
Wealthion: Larry McDonald: S&P 500 Could Crash 30% Over the Next Year ·
Mackenzie Sigalos · CNBCUncertain
iPhone Duo demand is strong, but early display failures could become a reputational risk if they scale.
The iPhone Duo's first full weekend showed strong demand: in-store inventory is essentially sold out across analyst-tracked markets, Bank of America sees roughly 91-day waits across configurations versus four days for the 18 Pro, and Apple is reportedly ramping Duo orders by about 30%. The first durability concern is an inner display problem affecting a small number of units, with failures near the hinge possibly tied to the hinge or how the screen folds around it. Scale is unclear, but if failures widen, it could hurt buyer confidence, existing supply and the ramp, which Apple's earnings call will address.
“If the problem scales, I think that this is a real concern that it may prove a reputational risk to the iPhone duo.”at 45:49
CNBC Closing Bell: Closing Bell Overtime: Markets Face a Big Week as AI Takes Center Stage 10/26/26 ·
Ted Mortonson · BairdBearish
Memory prices above triple digits are a severe cost headwind to Apple's hardware margins.
Ted argues that Apple is a hardware company, so the surge in memory prices is a major issue. DRAM prices up more than 100% lift Apple's cost of goods sold significantly. He says the only reason Apple's stock is up is that it generates about $31 billion of free cash flow a quarter, which is a defensive support rather than a sign of strength. Apple is a great engineering company, but its business is all hardware apart from its operating system.
“If you look at Apple, it is a hardware company. And when you have memory up in excess of triple digits, their cost of goods sold is ridiculously a headwind.”at 47:35
Excess Returns: Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? ·
Ted Mortonson · BairdBearish
Apple is an AI laggard with no own models or infrastructure; Ted is underweight.
Ted's main worry about Apple is that its top AI people have left. The street thinks it's good that Apple hasn't spent on AI, but Ted takes the other side. Apple is not building its own open-source models and has not spent on infrastructure for a decade, unlike Google, Amazon or Meta. He says those companies could ask why they should let Apple have compute, since Apple is freeloading on their investment. Siri now runs on Google, and Ted thinks Siri is awful compared with what Google offers. New edge devices could shift the market away from phones, and some companies are better positioned in software. Apple's new CEO understands the issue but needs to get software working and be known for AI, which Ted thinks his investors will not accept. He holds accounts underweight Apple at this level.
“The biggest thing that bothers me about Apple is all their top AI guys have left. ... I do have accounts that are underweight Apple at this level.”at 48:01
Excess Returns: Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? ·
Ted Mortonson · BairdBearish
Apple's Duo launch is hampered by manufacturing problems and a $2,900 price that few can pay.
Ted says manufacturing on the Duo is out until January, and it is the most complex product Apple has ever made. The supply chain on the initial release is a mess and the company can't manufacture it at scale. The unstripped version would cost $2,900, which is a lot of money for the top 10% of the population. Because of component price elasticity, with DRAM prices high, he sees a mismatch between component costs and what customers will pay.
“The other thing is on the Duo, I think we're losing kind of a perspective of why manufacturing is out till January. This is the most complex product that Apple has ever manufactured.”at 50:25
Excess Returns: Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? ·
Tim Travis · Value Options LetterBearish
Apple looks expensive at 11-12 times sales despite not spending heavily on AI.
Travis says Apple may be the best-performing of the big tech stocks, even though it has not spent the money on AI like the hyperscalers have. He says it trades at about 11 to 12 times sales, which looks expensive to him. His view is that the valuation is stretched relative to its AI spending.
“Apple, which hasn't hasn't spent the money. And I think it's getting at, like, 11 or 12 times sales right now. They're expensive. It looks expensive to me.”at 5:49
The Acquirers Podcast: Why Buffett Would Be Short the “AI Horses” Right Now ·
Mackenzie Sigalos · CNBCUncertain
Early iPhone Duo demand looks strong, but tough iPhone 17 comps loom for the December quarter.
Walk-in iPhone Duo inventory sold out by 10AM, and the line at the New York store tripled overnight, with first-time buyers and Samsung and foldable users coming in. Sigalos calls these imperfect gauges of actual supply, to be refined by supply-chain checks next week. When Apple reports guidance for the December quarter, it faces very tough comps against the iPhone 17 super cycle, when iPhone revenue hit $85 billion, up 23%.
“by 10AM today, so two hours after the doors open, they were out of that walk in inventory. ... But what I will say is that these are imperfect gauges of actual supply. ... That is when those very tough comps against the iPhone 17 super cycle begin.”at 44:28
CNBC Closing Bell: Closing Bell Overtime: Markets Search for Opportunity After a Wild Week 10/23/26 ·
Mackenzie Sigalos · CNBCBullish
Foldable iPhone demand looks strong, with production ramping and higher margins than the Pro Max.
Sigalos says demand for the foldable iPhone looks strong. Carrier delivery windows are months ahead of Apple's late-January estimate, and Apple is ramping production. Her supply-chain source puts the 512GB Duo's margin near 55%, against about 45% for the 18 Pro Max, so the device earns more per unit even without mass-market volume. She reads the long delivery times as demand, not just short supply.
“A lot of signs point to the fact that these late January delivery times are not just short supply. They're already ramping production.”at 44:43
CNBC Fast Money: Tech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26 ·
David Bahnsen · The Bahnsen GroupBearish
Apple holds hundreds of billions in cash instead of returning it, which Bahnsen objects to.
When companies cannot reinvest their cash at high returns, they either hold it in cash management vehicles or do M&A. Bahnsen cites Apple, which has held large cash balances for years, and argues shareholders should not want that cash sitting idle.
“Apple's been doing this forever. So do you want Apple holding on to hundreds of billions of cash in their own cash management vehicles?”at 6:19
Masters in Business: At The Money: Can Dividend Investing Give You Yield AND Growth? ·
Walter Piecyk · LightShed PartnersBearish
Apple's iPhone volumes are weak, and AI devices could eventually threaten the phone's central role.
Apple keeps raising phone prices, and carriers have cut trade-in values and subsidies, which strains consumers. Phone volumes are very low, and the $2,000 foldable is likely to sell in low volume. AI devices from OpenAI, Anthropic or others could change how people use devices. The iPhone still drives most of Apple's revenue, but the new CEO will need new products.
“two of the three telcos have pulled back on their trade in values, pulled back on the subsidies... what we've seen, initially at least, is that people just aren't buying the phones. The volumes in the market are very low.”at 20:40
CNBC Power Lunch: Tech Earnings Season, SpaceX Targeting Telecoms, CME Group CEO Interview 10/21/26 ·
Jim Lebenthal · Cerity PartnersBearish
Apple's multiple is too high to own a full market weight; he is at half weight.
He says you do not have to own a market weight of Apple at its current multiple. He holds half a market weight and sold part of it before the last two earnings releases, when the stock was around $230 and it has since risen. He uses this as an example of how the market can be held below index weight without owning all of the mega caps.
“take Apple. You don't have to own a market weight of Apple at this multiple... I am at half market weight of apple.”at 12:55
CNBC Halftime Report: The Bull Market Backdrop in Question: The Investment Committee Weighs in 10/20/26 ·
Jim Cramer · CNBCBullish
Apple is the tech titan without major data center exposure, so Cramer says buy it.
Cramer notes Apple is the only tech titan without major exposure to the AI data center theme, and that Gemini is essentially its partner and Alphabet pays Apple. Apple was up 2% last week while the data center names fell. He argues that the 'own it, don't trade it' approach has worked well for Apple, and he thinks the duo is going to be terrific. He says people criticizing the duo only emboldened him to say buy Apple.
“Apple, the only tech titan without major exposure to the AI data center theme... was actually up 2% last week.”at 21:10
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/19/26 ·
Larry McDonald · The Bear Traps ReportBearish
Apple's margins are being squeezed by memory costs that may have risen as much as 100%.
He cites rising interest rates and falling profit margins as the reason the stock market is vulnerable, and gives Apple as an example. Apple's memory costs have just gone up, and he argues the memory cost per iPhone may be up about 100%. This squeezes margins on every device it builds. The figure is speculative (he says 'must be') and is offered as an illustration.
“Look at Apple. I mean, they've got memory costs that just went up... Your cost of memory in each one of those iPhones, it must be up a 100%.”at 40:15
The Julia La Roche Show: #420 Larry McDonald: The Market Has Already Crashed. The Index Just Hasn’t Noticed ·
Josh Brown · Ritholtz Wealth ManagementUncertain
An antitrust win forcing Apple to cut its App Store take rate below 30% would be catastrophic, but it's slow-moving.
A powerful official, likely under Democrats, could eventually win an antitrust case forcing Apple to open the App Store at a take rate below 30%, which would be catastrophic for Apple. But the process is slow and no single person has the power to demand it, so the risk is real but distant.
“somebody could actually win an antitrust case that gets them to open up the App Store at less than a 30% vig. Yeah. That'd be catastrophic. The thing is that's slow moving.”at 37:48
The Compound and Friends: Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT? ·
Matt Cerminaro · Ritholtz Wealth ManagementBearish
Apple could wipe out standalone wearable startups by building a competing product if one gained traction.
On standalone wearable startups like Aura, he argues big platform companies like Apple could simply build a competing product, so if a standalone wearable gained traction Apple would probably wipe it out. Josh echoes this while discussing Life360 as a similar risk. The view is bearish on small wearable companies rather than on Apple itself.
“what's stopping Apple from doing this? ... let's say that Peloton started having some success, Apple would probably wipe them out.”at 56:28
The Compound and Friends: Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT? ·
Ask your AI about Apple (AAPL)
Chorus gives Claude, ChatGPT and other assistants every view on Apple (AAPL) from the market's podcasts. Ask who's bullish, who's bearish, who changed their mind, and why.
Chorus reports what speakers said. It isn't investment advice.