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 "Jon Stewart on Trump's Botched Tariff Rollout & The Stock Market's Meltdown" which aired Monday on Comedy Central.
From "Commerce Secretary Howard Lutnick says new tariffs here to stay" which aired Sunday on CBS' Face the Nation.
From Barron's' "Stock Futures Surge Higher as Markets Recover. Brace for Volatility as Tariff Uncertainty Remains" posted ...
"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 "Apple Plans to Source More iPhones From India as Potential Tariff Fix" posted Monday by the Wall Street Journal.
From "Five flights full of iPhones in three days" posted Monday by The Economic Times.