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

The independents are more bullish than the pros, as usual.

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

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

From Adam Clark's "Apple Earnings Are Overshadowed by Tariffs. Reasons the Stock Can Still Deliver." posted Monday by ...

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 ...

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

From a note to BofA Securities clients that landed on my desktop Thursday.

From Alex Harring's "Several Wall Street shops trim their Apple price targets ahead of earnings next week" posted Wednesday ...

From Mark Gurman's "Apple’s New Siri Chief Enlists Vision Pro Talent to Start Comeback Bid" posted Tuesday by Bloomberg.