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.

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 ...

From Angela Palumbo's "Strong Earnings for Apple Could Precede a Tariff Pummeling" posted Thursday by Bloomberg.

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.

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

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

From Alex Harring's "Several Wall Street shops trim their Apple price targets ahead of earnings next week" posted Wednesday ...

From "Global PC Shipments Up 6.7% YoY in Q1 2025 Amid US Tariff Anticipation" posted Tuesday.

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.