News

From Adam Clark's "Apple Earnings Are Overshadowed by Tariffs. Reasons the Stock Can Still Deliver." posted Monday by ...
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
From a note to Morgan Stanley clients that landed on my desktop Monday.
From a note to J.P. Morgan clients that landed on my desktop Monday.
From Andrew Williams' "Apple May Shift to Making US iPhones in India. It Won’t Be Easy" posted Friday by Wired.
From a note to BofA Securities clients that landed on my desktop Thursday.
From Alex Harring's "Several Wall Street shops trim their Apple price targets ahead of earnings next week" posted Wednesday ...
"Phone owners characterize Apple Intelligence as easy to use, innovative, and something that improves their user experience." ...
From "Global PC Shipments Up 6.7% YoY in Q1 2025 Amid US Tariff Anticipation" posted Tuesday.
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