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

Big Tech earnings will trade like a pair of twos" which aired Tuesday on CNBC.

"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 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 Barron's' "Stock Futures Fall as Markets Brace for Trade Deal News Ahead of Busy Earnings Week" posted early Monday.

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

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 the company simply cannot afford any more delays or engineering snags.

Shoppers seem to be buying smartphones now to get ahead of potential price increases in the future. Analysts expect this to be reflected in next week’s earnings report, with a potentially ...

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 ...