From a note to Morgan Stanley clients that landed on my desktop Tuesday.

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

From Tomi Kilgore's "Apple’s stock is the latest to see a ‘death cross,’ and it won’t be the last" posted Monday by ...

From "Commerce Secretary Howard Lutnick says new tariffs here to stay" which aired Sunday on CBS' Face the Nation.

"Our $236 PT is 32x our CY26e EPS reflecting mid-single digit rev growth supported by its buyback." — Analyst David Vogt ...

From a blog post by a team at the UBS Investment Office that landed on my desktop Monday.

From "Five flights full of iPhones in three days" posted Monday by The Economic Times.

Under pressure" which aired Sunday.

From Barron's' "U.S. Stocks Set to Enter Bear Market as Trump Tariffs Spark Panic" posted early Monday.

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

"Along with many peers, Apple has been stocking up on inventory stateside for months in anticipation of the tariffs." ...

From a note to Wedbush clients that landed on my desktop Sunday.