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

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

From Akash Sriram's "Apple investors seek clarity on tariffs, AI strategy as iPhone sales decline" posted Tuesday by Reuters.

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

A place for Apple traders and investors to share their best ideas.

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.

Trust Issues" posted Thursday by Apple.

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

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

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. Apple 3.0 Archives Apple 3.0 ...