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

From "We're not expecting a good result or outlook from Apple's earnings, says D.A. Davidson's Gil Luria" which aired ...

From Tripp Mickle's "Could Apple Exist Without Its Ties to China? Probably Not." posted Thursday by the New York Times.

From Barron's' "Stock Futures Soar as Big Tech Earnings Lift Markets. Amazon, Apple Up Next." posted early Thursday.

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