News

Excerpts from the notes I've seen. More as they come in.
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.
"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.
"Apple bulls need to look past the next 3 months and assume China tariff negotiations take a positive turn to stop this ...
From Akash Sriram's "Apple investors seek clarity on tariffs, AI strategy as iPhone sales decline" posted Tuesday by Reuters.
"Tariff uncertainty is the black cloud overhang on the tech sector with semis and Apple in the eye of the Category 5 storm on ...