From "Apple slashes prices for Lunar New Year as competition heats up in mainland China" ($) posted Thursday by the South ...
From "With Google Deal, Apple’s Craig Federighi Plots a Cautious Course in AI" ($) posted Thursday by The Information.
"The previously promised, non-chatbot update to Siri — retaining the current interface — is planned for iOS 26.4, due in the coming months." ...
Apple is endeavoring to move faster than usual, to try and stay competitive because of OpenAI. It’s planning to manufacture ...
From a note to Evercore clients that landed on my desktop Tuesday.
"Greenland Tariff Battle of Words Will Cause Market Weakness; Buy Tech Winners." ...
From a note to Morgan Stanley clients that landed on our desktop Tuesday.
From Wesley Hilliard's "French court says Apple App Tracking Transparency function can stay" posted Wednesday by AppleInsider.
From "China Smartphone Shipments Slip 1.6% YoY in Q4 2025; Apple Leads With 22% Share" posted Monday by Counterpoint Research ...
From a note to Goldman Sachs' clients that landed on my desktop Tuesday: ...
A place for Apple traders and investors to share their best ideas.