Term" posted Wednesday to Deepwater Asset Management subscribers.

"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.

The Dividend Should Rise But Stock Is Still Likely To Slide" posted Monday by Seeking Alpha.

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.

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 Steve Holland and Kanishka Singh's "US calls EU fines on Apple and Meta 'economic extortion'" posted Wednesday by ...

Trust Issues" posted Thursday by Apple.

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