News

From Akash Sriram's "Apple investors seek clarity on tariffs, AI strategy as iPhone sales decline" posted Tuesday by Reuters.
From Barron's' "Stock Futures Fall as Markets Brace for Trade Deal News Ahead of Busy Earnings Week" posted early Monday.
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 ...
From a note to BofA Securities clients that landed on my desktop Thursday.
From Mark Gurman's "Apple’s New Siri Chief Enlists Vision Pro Talent to Start Comeback Bid" posted Tuesday by Bloomberg.
From Steve Holland and Kanishka Singh's "US calls EU fines on Apple and Meta 'economic extortion'" posted Wednesday by ...
Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.
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.
From Juro Osawa's "EU Fines Apple and Meta for Breaching Digital Competition Law" ($) posted Wednesday by The Information.