"If Trump follows through with his threat we may end up in a scenario where Apple has little choice but to pay the tariff in ...

"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some ...

Excerpts from the pre-earnings notes that have landed on my desk. More as they come in.

The independents are more bullish than the pros, as usual, but not by much.

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

From "The Driver of Apple’s Exploding Valuation Is Under Threat. See What’s at Stake." posted Tuesday by the Wall Street ...

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

Trading suspensions typically take place ahead of the announcement of potentially market-moving decisions, such as an ...

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

Today, as I was putting up some fiscal Q3 revenue and EPS numbers, I looked (out of curiosity) to see where we stand in the ...

From a note to J.P. Morgan clients that landed on my desktop Monday.

"The bottom line is iPhone is the most important part of the business, and results have been lumpy over the past couple of ...