"Tariff uncertainty is the black cloud overhang on the tech sector with semis and Apple in the eye of the Category 5 storm on ...

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 ...

A place for Apple traders and investors to share their best ideas.

From Andrew Williams' "Apple May Shift to Making US iPhones in India. It Won’t Be Easy" posted Friday by Wired.

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

From Mark Gurman's "Apple’s New Siri Chief Enlists Vision Pro Talent to Start Comeback Bid" posted Tuesday by Bloomberg.

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.

From a note to BofA Securities clients that landed on my desktop Thursday.

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

From Barron's' "Stock Futures Waver as Markets Chase Fourth Straight Day of Gains" posted early Friday.

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