News

"Tariff uncertainty is the black cloud overhang on the tech sector with semis and Apple in the eye of the Category 5 storm on ...
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 ...
A place for Apple traders and investors to share their best ideas.
From Adrienne So's  "The Apple Watch Just Turned 10. Here’s How Far It’s Come." posted Thursday by Wired.
From "Apple Aims to Build Most iPhones for US in India by End-2026" posted Friday by Bloomberg.
From Mark Gurman's "Apple’s New Siri Chief Enlists Vision Pro Talent to Start Comeback Bid" posted Tuesday by Bloomberg.
"Phone owners characterize Apple Intelligence as easy to use, innovative, and something that improves their user experience." ...
From Barron's' "Stock Futures Waver as Markets Chase Fourth Straight Day of Gains" posted early Friday.
From a note to BofA Securities clients that landed on my desktop Thursday.