News

"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go ...
"Apple bulls need to look past the next 3 months and assume China tariff negotiations take a positive turn to stop this ...
Big Tech earnings will trade like a pair of twos" which aired Tuesday on CNBC.
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 a note to J.P. Morgan 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 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 ...