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

The independents are more bullish than the pros, as usual.

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 ...

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

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

From "Street's biggest Apple bear says a production move to India is unrealistic" which aired Saturday on CNBC.

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

From Mark Gurman's "Apple’s New Siri Chief Enlists Vision Pro Talent to Start Comeback Bid" posted Tuesday by Bloomberg.

Trust Issues" posted Thursday by Apple.

From Adrienne So's  "The Apple Watch Just Turned 10. Here’s How Far It’s Come." posted Thursday by Wired.

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