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

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

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

From Andrew Williams' "Apple May Shift to Making US iPhones in India. It Won’t Be Easy" posted Friday 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.

Trust Issues" posted Thursday by Apple.

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 ...

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