"Apple bulls need to look past the next 3 months and assume China tariff negotiations take a positive turn to stop this ...

The Dividend Should Rise But Stock Is Still Likely To Slide" posted Monday by Seeking Alpha.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

From a note to J.P. Morgan clients that landed on my desktop Monday.

"Tariff uncertainty is the black cloud overhang on the tech sector with semis and Apple in the eye of the Category 5 storm on ...

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 Steve Holland and Kanishka Singh's "US calls EU fines on Apple and Meta 'economic extortion'" posted Wednesday by ...

From "Apple Aims to Build Most iPhones for US in India by End-2026" posted Friday by Bloomberg.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

From Angela Palumbo's "Strong Earnings for Apple Could Precede a Tariff Pummeling" posted Thursday by Bloomberg.