#AAPL

May 1, 2026

$AAPL Q2 FY2026 Deep Dive: Cook Hands the Baton, iPhone Supercycle, China +28% — Apple Hits Records Without the AI Capex Card

Apple Q2 FY2026: clean beat across the board — revenue $111.2B (+17%), iPhone $57B (+22%), Greater China +28%, gross margin 49.3% record, $100B additional buyback. Sept 1 transition: Cook → Ternus, biggest leadership change in 15 years. While the four mega-caps burn $700B on AI capex, Apple just showed you can hit all-time-high records without playing that card.

Feb 15, 2026

QuantMind Weekly Market Report - February 13, 2026

Week in Focus: AAPL crashes -7.96% on Siri AI delays, XLU Utilities surge +7.22%, Financials tank -4.49%, CPI cools to 2.4%. All four major indices declined as defensive rotation reaches extreme levels.

Feb 7, 2026

QuantMind Weekly Market Report - February 6, 2026

Defensive rotation dominates: XLE +6.29%/XLP +4.99%/XLI +4.82% sweep top 3. Tech earnings shock: AMZN -11.75% on $200B AI capex guidance, AMD -11.59%, META -7.44%. AAPL +6.96% sole Mag7 winner. Crypto crashes: BTC -8.25% briefly below $60K, SOL -13.17%. JOLTS at 5.25-year low signals labor market cooling.