Apple (AAPL) vs. MSFT and GOOGL: Is the Post-Earnings Selloff Creating a Long-Term Buying Opportunity?
Published . Updated .
Is AAPL a good stock to buy? We came across a bullish thesis on Apple Inc. on Research Nuggets’s Substack by Natan Rose. The thesis was published on August 18th, when the stock was trading at $310.03, and AAPL has gained 10.92% since then. The rise appears to reflect optimism
Directly affected
- AAPL Apple+3.8% 30d
Named in this report.
Indirectly affected
- XLK Technology Select Sector SPDR+9.1% 16d
Technology Select Sector SPDR holds the technology sector that Apple belongs to, so it often moves with news about it.
- DELL Dell Technologies-14.0% 30d
Dell Technologies is a peer of Apple in electronic computers; rivals often move on the same news.
- SMCI Super Micro Computer-11.1% 30d
Super Micro Computer is a peer of Apple in electronic computers; rivals often move on the same news.
- CSCO Cisco Systems+0.1% 30d
Cisco Systems is a large technology company like Apple; big names in a sector often move together.
- PANW Palo Alto Networks+4.1% 30d
Palo Alto Networks is a large technology company like Apple; big names in a sector often move together.
- IBM International Business Machines+2.0% 30d
International Business Machines is a large technology company like Apple; big names in a sector often move together.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AAPL | -1.24% | +1.28% | base | +0.24% | after close | after close | after close |
| XLKNo price data for this ticker | — | — | — | — | — | — | — |
| DELLNo price data for this ticker | — | — | — | — | — | — | — |
| SMCINo price data for this ticker | — | — | — | — | — | — | — |
| CSCONo price data for this ticker | — | — | — | — | — | — | — |
| PANWNo price data for this ticker | — | — | — | — | — | — | — |
| IBMNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Apple (AAPL) vs. MSFT and GOOGL: Is the Post-Earnings Selloff Creating a Long-Term Buying Opportunity? Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | that day | +0.24% | still updating |
| AAPL | three days earlier | +1.28% | final price |
| AAPL | five days earlier | -1.24% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $100,001 - $250,000 on 22 Sep 2026. That is 35 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Cleo Fields bought Apple (AAPL), worth $1,001 - $15,000 on 8 Sep 2026. That is 49 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Kevin Hern sold Apple (AAPL) (held by a dependent child), worth $1,001 - $15,000 on 8 Sep 2026. That is 49 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Dell Technologies (DELL), worth $15,001 - $50,000 on 28 Aug 2026. That is 60 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Dell Technologies (DELL), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Super Micro Computer (SMCI), worth $15,001 - $50,000 on 28 Aug 2026. That is 60 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Cisco Systems (CSCO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Cisco Systems (CSCO), worth $1,001 - $15,000 on 24 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Cisco Systems (CSCO), worth $15,001 - $50,000 on 24 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Palo Alto Networks (PANW), worth $15,001 - $50,000 on 28 Aug 2026. That is 60 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Palo Alto Networks (PANW), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. John J McGuire III sold Palo Alto Networks (PANW) (held by a spouse), worth $1,001 - $15,000 on 31 Jul 2026. That is 88 days before publication. Filed 10 Aug 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100Price not final
“Apple (AAPL) vs. MSFT and GOOGL: Is the Post-Earnings Selloff Creating a Long-Term Buying Opportunity?” scores 12 out of 100. The score uses 1 sources. The price is not final yet.