"We would be careful for investors to use reports like today's potential probe as a proxy for much tougher times ahead for ...
"America’s tech giants have seemingly been challenged on the cheap." From Kahn's "Stop Worshiping the American Tech Giants" ...
From Barron's' "Stock Futures Drop. Market Awaits Trump-Xi Talks Amid China Tariffs Standoff." posted early Wednesday.
From a note to Evercore clients that landed on my desktop Tuesday.
"The growth in Productivity app revenue to Apple in the quarter has been driven by ChatGPT." — Analtyst Wamsi Mohan ...
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
"It’s good to see that Apple is extending this service beyond its walled garden at all." ...
Here's what to know" which aired Tuesday.
"In the last tariff cycle, Apple was able to get an exception for the iPhone." — Analyst Wamsi Mohan ...
From Nauman Khan's "Apple Shares Plunge Over 3% as New 10% China Tariff Takes Hold" posted Tuesday by gurufocus.
From Sarah Perez' "Hot Tub, the first native iPhone porn app, arrives in EU" posted Monday by TechCrunch.
From "Global smartphone market soared 7% in 2024 as vendors prepare for tricky 2025" posted Monday.