Tim Cook broadly addressed recent rumors that Apple may have cut iPhone 5 orders on weak demand. That particular rumor gained significant attention, resulting in a notable dip in Apple's stock price.
Cook was careful not to address any particular rumor, but warned against trying to interpret single data points, even if they happened to be accurate:
Months of rumors about order cuts and so forth, so let me take a moment to comment on these. No comment on any particular rumor.
I suggest its good to question the accuracy of any kind of rumor about build plans. Even if a particular data point were factual, it would be impossible to interpret that data point as to what it meant to our business. The supply chain is very complex and we have multiple sources for things. Yields can vary, supplier performance can vary. There is an inordinate long list of things that can make any single data point not a great proxy for what is going on.
In an in-depth article for Bloomberg Businessweek today, Mark Gurman profiled Apple's hardware engineering chief John Ternus, who is widely viewed as the leading candidate to become Apple's next CEO whenever Tim Cook decides to step down.
The article is very long, so we recommend reading it in full, but a few of the key takeaways are that Ternus is apparently "well-liked among Apple's...
Wednesday April 1, 2026 9:20 am PDT by Joe Rossignol
Apple's CEO Tim Cook has maintained a working relationship with U.S. President Donald Trump, and he touched on that in a recent interview.
Cook sat down with Esquire's Ryan D'Agostino to discuss Apple's 50th anniversary, but he was also asked about how he navigates the Trump administration.
Cook responded by saying that "the Trump administration is very accessible."
"So you can talk...
Wednesday April 1, 2026 3:21 pm PDT by Juli Clover
For its 50th anniversary celebration, Apple invited The Wall Street Journal's Ben Cohen to Apple Park to meet up with Apple CEO Tim Cook.
Cohen and Cook took a look at rare archival materials from the early days of Apple, some of which Cook wasn't even familiar with. Cook said that he had seen a lot of the devices for the first time while preparing for Apple's 50th anniversary.
Items on...
WSJ picks up article by analysts with misinformation. Stock drops.
There is no accountability in the media anymore. It's a sham. The media chooses who they want to win regardless of the facts and what is actually happening.
Please continue to beat up on AAPL and drive its price back down into the double digits or lower. I need to buy a whole truckload of the stuff before they announce their television set and the market blows it up to over $1000/share. Daddy needs a new Acura next year.
Thank you,
Every investor with a clue about Apple ever
/how anyone can look at that P/E ratio and call it an underperform makes me wonder if crack cocaine is just legal on Wall Street these days or something