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.

The Apple Investor Conference.

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

Big Tech earnings will trade like a pair of twos" which aired Tuesday on CNBC.

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

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

"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 ...

"You have this tremendous menu of problems created by tariffs and moving to India doesn't solve all the problems." ...