News
The independents are more bullish than the pros, as usual.
"Apple bulls need to look past the next 3 months and assume China tariff negotiations take a positive turn to stop this ...
From Akash Sriram's "Apple investors seek clarity on tariffs, AI strategy as iPhone sales decline" posted Tuesday by Reuters.
From a note to Morgan Stanley clients that landed on my desktop Monday.
"Tariff uncertainty is the black cloud overhang on the tech sector with semis and Apple in the eye of the Category 5 storm on ...
From a note to J.P. Morgan clients that landed on my desktop Monday.
From Barron's' "Stock Futures Fall as Markets Brace for Trade Deal News Ahead of Busy Earnings Week" posted early Monday.
The ongoing breakup of Apple’s AI team is in response to a lack of faith in its ability to develop products — at a time when ...
From Adrienne So's "The Apple Watch Just Turned 10. Here’s How Far It’s Come." posted Thursday by Wired.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
From "Apple Aims to Build Most iPhones for US in India by End-2026" posted Friday by Bloomberg.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. Apple 3.0 Archives Apple 3.0 ...
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