News
Q SEC filing for fiscal Q2 2025, posted Friday.
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.
From a note to Oppenheimer clients that landed on my desktop Thursday.
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.
From Barron's' "Stock Futures Soar as Big Tech Earnings Lift Markets. Amazon, Apple Up Next." posted early Thursday.
From "Epic Games Inc. vs. Apple Inc." posted Wednesday by the U.S. District Court, Northern Disctrict of California.
"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go ...
"Apple bulls need to look past the next 3 months and assume China tariff negotiations take a positive turn to stop this ...
The independents are more bullish than the pros, as usual.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
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