Monday, December 1, 2025

Apple shares hit new all-time intraday and closing highs

͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

Forwarded this email? Subscribe here for more

Apple shares hit new all-time intraday and closing highs

MacDailyNews

Dec 1

READ IN APP

In Nasdaq trading today, shares of Apple Inc. (AAPL) rose $4.25 to $283.10, a new all-time closing high. Apple’s all-time intraday high was also set today at $283.41.

Apple’s 52-week low stands at $169.21 set on April 8, 2025, the very date on which we wrote, “Sub-$170 AAPL seems like an absolute gift to us…”

Today’s trading volume for AAPL shares was 40,170,975 versus Apple’s average trading volume of 51,432,647 shares.

Apple’s PE Ratio currently stands at 37.90.

Apple currently has a market value of $4.201 trillion, making it the world’s second-most valuable company.

The top five U.S. publicly-traded companies, based on market value:

NVIDIA (NVDA) – $4.388T
Apple (AAPL) – $4.201T
Alphabet (GOOGL) – $3.814T
Microsoft (MSFT) – $3.618T
Amazon (AMZN) – $2.500T

Selected companies’ current market values:

• Meta Platforms (META) – $1.615T
• Taiwan Semi (TSM) – $1.493T
• Tesla (TSLA) – $1.431T
• Berkshire Hathaway (BRK-A) – $1.098T
• Walmart (WMT) – $891.333B
• Netflix (NFLX) – $462.419B
• Advanced Micro Devices (AMD) – $357.778B
• Cisco (CSCO) – $300.441B
• IBM (IBM) – $285.853B
• Disney (DIS) – $191.965B
• Intel (INTC) – $190.848B
• Sony (SONY) – $171.638B
• SoftBank (SFTBF) – $147.189B
• Adobe (ADBE) – $136.949B
• Spotify (SPOT) – $119.176B
• Dell (DELL) – $88.814B
• Nokia (NOK) – $33.911B
• Hewlett-Packard (HPQ) – $22.928B
• SiriusXM (SIRI) – $7.008B
• BlackBerry (BB) – $2.373B
• Sonos (SONO) – $2.242B
• RealNetworks (RNWK) was delisted from U.S. exchanges on December 21, 2022 and is no longer publicly traded.

Apple all-time high (AAPL) via NASDAQ here.

MacDailyNews Take: To the moon, Alice! To the moon!!!

Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you!

Support MacDailyNews at no extra cost to you by using this link to shop at Amazon.

The post Apple shares hit new all-time intraday and closing highs appeared first on MacDailyNews.

You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription.

Upgrade to paid

Comment

Restack

Apple tops Warren Buffett’s biggest stock holdings; accounts for 21.2% of Berkshire Hathaway’s portfolio

Forwarded this email? Subscribe here for more

Apple tops Warren Buffett’s biggest stock holdings; accounts for 21.2% of Berkshire Hathaway’s portfolio

MacDailyNews

Dec 1

READ IN APP

For the third quarter, Warren Buffett’s Berkshire Hathaway reported 46 holdings, but its portfolio is quite top heavy with 238,212,764 shares of Apple accounting for 21.2% of Berkshire’s portfolio.

Berkshire Hathaway’s top five largest holdings:

Apple: 238,212,764 shares, 21.2% of Berkshire Hathaway’s portfolio
American Express: 151,610,700 shares, 17.7%
Bank of America: 568,070,012 shares, 9.7%
Coca-Cola: 400,000,000 shares, 9.4%
Chevron: 122,064,792, 5.9%

Stefon Walters for The Motley Fool:
‎

This isn’t exactly a model for diversification with five stocks accounting for nearly 64% of the portfolio. However, this strategy works for Berkshire Hathaway because it has dedicated teams of professional investors committed to managing the company’s holdings and their risk. This is nothing like the situation an individual investor faces, which is why Buffett has long said the best investment the average investor can make is an S&P 500 index fund.
That said, all five of the above companies are well-established blue-chip stocks. They will inevitably hit rough spots (as is the case for any company), but you can count on them being industry leaders for quite some time. While I wouldn’t suggest anyone blindly follow Buffett into these stocks, I would feel comfortable holding all five names in my own portfolio.

‎
MacDailyNews Take: Berkshire Hathaway, under Warren Buffett’s leadership, continued trimming its massive Apple stake throughout 2025, reducing it from 300 million shares at the end of 2024 to 238.2 million shares by the end of Q3 (September 30, 2025). This represents sales of approximately 61.8 million shares across the year, with major reductions in Q2 (20 million shares) and Q3 (41.8 million shares). No further sales were disclosed in Q4 earnings as of December 1, 2025, so the full-year figure stands at those 61.8 million shares sold.

Assuming sales were spread across quarters at average prices during each sale period (based on reported data and historical averages):

• Q2 sales (20 million shares): Average price ~$228.50 → Proceeds: ~$4.57 billion.
Current value (at $277): ~$5.54 billion. Opportunity cost: ~$970 million.

• Q3 sales (41.8 million shares): Average price ~$225 → Proceeds: ~$9.405 billion.
Current value (at $277): ~$11.58 billion. Opportunity cost: ~$2.175 billion.

Total Buffett left on the table by selling Apple shares this year: ~$3.145 billion (or ~$3.1–3.2 billion, excluding dividends on unsold shares, which Berkshire would have received anyway). This is conservative; if sales occurred earlier in each quarter at lower prices (e.g., Q3 lows near $202), the figure could exceed $4 billion.

‎
Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you!

Support MacDailyNews at no extra cost to you by using this link to shop at Amazon.

The post Apple tops Warren Buffett’s biggest stock holdings; accounts for 21.2% of Berkshire Hathaway’s portfolio appeared first on MacDailyNews.

You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription.

Upgrade to paid

Comment

Restack

Intel expected to start shipping Apple’s lowest-tier M processors as early as 2027 – Ming-Chi Kuo

Forwarded this email? Subscribe here for more

Intel expected to start shipping Apple’s lowest-tier M processors as early as 2027 – Ming-Chi Kuo

MacDailyNews

Dec 1

READ IN APP

Intel expected to start shipping Apple's lowest-tier M processors as early as 2027 - Ming-Chi Kuo

Ming-Chi Kuo via X (Grok AI translation from Chinese):
‎

There have always been rumors in the market about Intel becoming a supplier of advanced processes for Apple, but this rumor has always lacked visibility. However, my latest industry survey shows that the visibility of Intel becoming a supplier of advanced processes for Apple has significantly improved recently.
Apple previously signed an NDA with Intel and obtained the PDK 0.9.1GA for the advanced process 18AP. Currently, key simulation and research projects (such as PPA, etc.) are progressing as expected, and they are awaiting the PDK 1.0/1.1 that Intel is expected to release in 1Q26. Apple’s plan is for Intel to start shipping the lowest-tier M processors using the 18AP advanced process as early as 2Q-3Q27, but the actual situation will depend on the development progress after obtaining PDK 1.0/1.1.
Currently, Apple’s lowest-tier M chips are mainly used in MacBook Air and iPad Pro, with a combined shipment volume of about 20 million units in 2025. Due to the possibility that MacBook Air shipments in 2026 may be affected by a new low-priced version of MacBook equipped with iPhone processors, the shipment volume of lowest-tier M processors in 2026 and 2027 is expected to be 15-20 million units.
The order volume for lowest-tier M processors is small, so it has absolutely no impact on TSMC’s fundamentals and its leading advantages in the coming years. However, this order holds significant declarative and trend significance for Apple and Intel.
1. For Apple, in addition to strongly supporting the “Made in America” policy vigorously promoted by the Trump administration, although it is evident that it will still need to heavily rely on TSMC’s advanced processes in the future, it still needs to find a second supplier to meet supply chain management requirements.
2. For Intel, the significance of securing advanced process orders from Apple far exceeds the actual contribution of this order to revenue and profits. Although Intel will still be unable to compete with TSMC in the coming years, this means that the worst is over for the IFS business, and in the future, the 14A or more advanced processes may secure more orders from Apple and other first-tier customers, with the long-term outlook turning positive.

‎
MacDailyNews Take: It’s a win-win: Fosters American manufacturing while creating a second supplier of low-end chips made stamped via a less advanced process.

‎
Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you!

Support MacDailyNews at no extra cost to you by using this link to shop at Amazon.

The post Intel expected to start shipping Apple’s lowest-tier M processors as early as 2027 – Ming-Chi Kuo appeared first on MacDailyNews.

You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription.

Upgrade to paid

Comment

Restack

Fortnite Battle Royale

Monday, December 1, 2025