"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 ...

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

From Adrienne So's  "The Apple Watch Just Turned 10. Here’s How Far It’s Come." posted Thursday by Wired.

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

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

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

"Phone owners characterize Apple Intelligence as easy to use, innovative, and something that improves their user experience." ...

From "Global PC Shipments Up 6.7% YoY in Q1 2025 Amid US Tariff Anticipation" posted Tuesday.

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