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

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

From Julie Coleman's "Jim Cramer on how Trump's stance on China harms Nvidia and Apple" posted Monday by CNBC.