"Apple bulls need to look past the next 3 months and assume China tariff negotiations take a positive turn to stop this ...

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

From Akash Sriram's "Apple investors seek clarity on tariffs, AI strategy as iPhone sales decline" posted Tuesday by Reuters.

From Adam Clark's "Apple Earnings Are Overshadowed by Tariffs. Reasons the Stock Can Still Deliver." posted Monday by ...

From a note to J.P. Morgan clients that landed on my desktop Monday.

From a note to Morgan Stanley clients that landed on my desktop 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 "Street's biggest Apple bear says a production move to India is unrealistic" which aired Saturday on CNBC.

From Alex Harring's "Several Wall Street shops trim their Apple price targets ahead of earnings next week" posted Wednesday ...

From a note to BofA Securities clients that landed on my desktop Thursday.

From Steve Holland and Kanishka Singh's "US calls EU fines on Apple and Meta 'economic extortion'" posted Wednesday by ...

"Phone owners characterize Apple Intelligence as easy to use, innovative, and something that improves their user experience." ...