"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go ...

Term" posted Wednesday to Deepwater Asset Management subscribers.

The independents are more bullish than the pros, as usual.

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

From Akash Sriram's "Apple investors seek clarity on tariffs, AI strategy as iPhone sales decline" posted Tuesday by Reuters.

From Adam Clark's "Apple Earnings Are Overshadowed by Tariffs. Reasons the Stock Can Still Deliver." posted Monday by ...

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

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.

Trust Issues" posted Thursday by Apple.

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