News

From Akash Sriram's "Apple investors seek clarity on tariffs, AI strategy as iPhone sales decline" posted Tuesday by Reuters.
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.
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 Angela Palumbo's "Strong Earnings for Apple Could Precede a Tariff Pummeling" posted Thursday by Bloomberg.
From Mark Gurman's "Apple’s New Siri Chief Enlists Vision Pro Talent to Start Comeback Bid" posted Tuesday by Bloomberg.
From "Apple Aims to Build Most iPhones for US in India by End-2026" posted Friday by Bloomberg.
From Adrienne So's  "The Apple Watch Just Turned 10. Here’s How Far It’s Come." posted Thursday by Wired.
From Julie Coleman's "Jim Cramer on how Trump's stance on China harms Nvidia and Apple" posted Monday by CNBC.