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mark gurman

T3 · host / generalist

Managing editor for Bloomberg's consumer technology team and chief correspondent covering Apple and consumer hardware. He reports on product strategy, devices, and the technology supply chain.

14 calls·5 names·86% bull·last heard 8 days ago·Bloomberg Tech+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$AAPLApple

Apple overhauls entire Mac line with M5/M6/M7 chips and touchscreen Pro

Apple's biggest MacBook Pro redesign in 20 years adds touchscreen and Dynamic Island, with M5 chips in 2026 and M7 chips built entirely for on-device AI processing, signaling a multi-year hardware cycle tied to Apple Intelligence.

Bloomberg Tech2026-07→
2ndhigh conviction
$AVGOBroadcom

Broadcom extends Apple custom chip partnership through 2031 for AI server ASICs

Broadcom will develop custom ASIC chips for multiple generations of Apple's new AI server infrastructure, marking a major expansion beyond handset components into high-value data center silicon.

Bloomberg Tech2026-07→
3rdmedium conviction
$KLARKlarna

Klarna partners Apple for hardware subscription, stock jumps 11%

Apple's new leasing program (Apple Upgrade) replaces Goldman Sachs partnership with Klarna for 24-36 month device subscriptions, addressing price hikes and foldable iPhone affordability while locking consumers into upgrade cycles.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

recurring themes

14 total
$AAPL
···
Apple
MEDmark gurman·Bloomberg Tech·12 days ago
Apple can offset memory cost headwinds via pricing power ahead of foldable iPhone launch
Apple's dominant hardware position lets it raise prices to erase memory shortage margin impact. Tim Cook's final earnings call will emphasize continuity under John Ternus with strong product pipeline including foldable iPhone and new watches in September.
"THEY RAISE PRICES AT THE EXACT TIME THEY NEED TO RAISE PRICES IN ORDER TO OFFSET THINGS. EVEN IF THE MEMORY SHORTAGE WILL CONTINUE TO CREATE HEADWINDS FOR THEM, THE PRICE INCREASE…"
44:56
$AAPL
···
Apple
MEDmark gurman·Bloomberg Tech·12 days ago
Apple poised to beat estimates as Tim Cook hands off to John Ternus
Apple's strong product pipeline including foldable iPhone and price hikes to offset memory costs should drive revenue beat and steady margins during CEO transition.
"THE PRODUCT PIPELINE IS EXTREMELY STRONG AND WE WILL SEE TERNUS ANNOUNCED A FOLDABLE IPHONE AND NEW WATCHES IN SEPTEMBER. TIM COOK IS HANDING TERNUS A LAYUP. THE NUMBERS TODAY WIL…"
43:22
$AAPL
···
Apple
MEDmark gurman·Bloomberg Tech·8 days ago
Apple Upgrade Program shifts hardware to subscription, Wall Street begged for half decade
Subscription model creates recurring revenue that never stops, enables secondary market refurbishment and parts reuse for cost savings, supply constraints shifting from niche Macs to MacBook Air pushing buyers to base M5 Pro.
"THE FACT OF THE MATTER IS THAT OVER TIME YOU WILL SEE A CHANGEOVER FROM STICKER PRICES... MAKING IT A SUBSCRIPTION IS GOING TO GET PEOPLE ONTO A NEW FORM -- NEW PHONE MORE FREQUEN…"
19:36
$AAPL
···
Apple
MEDmark gurman·Bloomberg Tech·last month
Apple expands Broadcom partnership to $30B+ for US-made AI server and wireless chips
Apple is deepening its US chip supply chain with Broadcom for RF filters, custom modems, and ASICs for Apple Intelligence servers, reducing reliance on Qualcomm and aligning with political incentives for domestic manufacturing.
"BROADCOM IS ALSO WORKING WITH APPLE ON ASIC CHIPS, A COMPONENT RELATED TO UPCOMING APPLE INTELLIGENCE SERVERS THAT WILL BE DEPLOYED OVER THE NEXT YEAR AND SO FORTH."
16:55
$AAPL
···
Apple
MEDmark gurman·Bloomberg Tech·2 months ago
Apple raises prices across iPad, Mac, Apple TV, Vision Pro citing memory costs; Gurman warns iPad/Apple TV vulnerable to cheaper rivals
Apple is late to price hikes vs peers but holds pricing power; however iPad and Apple TV increases are significant given cheaper alternatives from Amazon and Google, creating competitive risk in those categories.
"THERE HASN'T BEEN A TIME WHERE THEY FIGHT PRICES ACROSS SEVERAL DIFFERENT PRODUCTS ACROSS MUCH OF ITS PRODUCT LINEUP. THIS IS THE IPAD, THE MAC, THE APPLETV, THE VISION PRO. IT IS…"
1:55
$AVGO
···
Broadcom
MEDmark gurman·Bloomberg Tech·last month
Apple expands Broadcom partnership to $30B+ for US-made AI server and wireless chips
Broadcom gains expanded Apple business for RF filters, custom modems, and ASICs for Apple Intelligence servers, benefiting from Apple's shift to domestic chip production and reduced Qualcomm dependence.
"BROADCOM IS ALSO WORKING WITH APPLE ON ASIC CHIPS, A COMPONENT RELATED TO UPCOMING APPLE INTELLIGENCE SERVERS THAT WILL BE DEPLOYED OVER THE NEXT YEAR AND SO FORTH."
16:55
$AAPL
···
Apple
MEDmark gurman·Bloomberg Tech·29 days ago
Gurman: Apple's trade secret lawsuit against OpenAI will deter talent moves and protect IP
Apple's lawsuit against OpenAI for allegedly recruiting former employees with trade secrets will make Apple employees think twice about joining OpenAI, protecting Apple's hardware ambitions.
"IN MY VIEW, THIS WILL PUT TO A HALT THE IDEA THAT APPLE EMPLOYEES WHO ARE RIGHT NOW CONSIDERING JOB OFFERS FROM OPENAI, CONSIDERING APPLYING TO OPENAI, THEY WILL THINK TWICE ABOUT…"
22:55
$AVGO
···
Broadcom
HIGHmark gurman·Bloomberg Tech·last month
Broadcom extends Apple custom chip partnership through 2031 for AI server ASICs
Broadcom will develop custom ASIC chips for multiple generations of Apple's new AI server infrastructure, marking a major expansion beyond handset components into high-value data center silicon.
"WHAT I CAN TELL YOU IS THAT THIS IS SPECIFICALLY FOR A NEW SERVER CHIP APPLE IS DEVELOPING. THEY ARE USING BROADCOM TECHNOLOGY. THIS IS ASIC CHIPS, SINGLE-PURPOSE SELECTION. YOU W…"
1:39
$OPENAI
OpenAI
MEDmark gurman·Bloomberg Tech·29 days ago
Gurman: OpenAI still on track to announce first AI device this year, ship in 2027 despite lawsuit
OpenAI plans to announce its first hardware device in 2026 and ship in 2027, undeterred by Apple's trade secret lawsuit.
"WHAT I'M HEARING IS OPENAI IS STILL ON TRACK TO ANNOUNCE THE FIRST DEVICE THIS YEAR, SHIP IN 2027."
24:09
$KLAR
Klarna
MEDmark gurman·Bloomberg Tech·20 days ago
Klarna partners Apple for hardware subscription, stock jumps 11%
Apple's new leasing program (Apple Upgrade) replaces Goldman Sachs partnership with Klarna for 24-36 month device subscriptions, addressing price hikes and foldable iPhone affordability while locking consumers into upgrade cycles.
"NOW THAT THE GOLDMAN SACHS RELATIONSHIP HAS FALLEN APART, APPLE DECIDED THEY DON'T WANT TO DO AS MANY FINANCIAL SERVICES IN-HOUSE, THEY ARE PARTNERING WITH A NAME BRAND, KLARNA. Y…"
28:10