News

From a note to Morgan Stanley clients that landed on my desktop Monday.
From a note to J.P. Morgan clients that landed on my desktop 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 ...
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 Steve Holland and Kanishka Singh's "US calls EU fines on Apple and Meta 'economic extortion'" posted Wednesday by ...
From Alex Harring's "Several Wall Street shops trim their Apple price targets ahead of earnings next week" posted Wednesday ...
From Adrienne So's  "The Apple Watch Just Turned 10. Here’s How Far It’s Come." posted Thursday by Wired.
"Phone owners characterize Apple Intelligence as easy to use, innovative, and something that improves their user experience." ...
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...