News

Some of the commentary that caught my eye. More as it comes in.
Rather than dominating the top 10 spots, as they do more often than not, this time the indies dominated the bottom 10.
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.
From Tripp Mickle's "Could Apple Exist Without Its Ties to China? Probably Not." posted Thursday by the New York Times.
Big Tech earnings will trade like a pair of twos" which aired Tuesday on CNBC.
From Adam Clark's "Apple Earnings Are Overshadowed by Tariffs. Reasons the Stock Can Still Deliver." posted Monday by Barron's.
From a note to Morgan Stanley clients that landed on my desktop Monday.
From a note to J.P. Morgan clients that landed on my desktop Monday.
From "Street's biggest Apple bear says a production move to India is unrealistic" which aired Saturday on CNBC.
From Angela Palumbo's "Strong Earnings for Apple Could Precede a Tariff Pummeling" posted Thursday by Bloomberg.
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 the company simply cannot afford any more delays or engineering snags.