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

"Tariff uncertainty is the black cloud overhang on the tech sector with semis and Apple in the eye of the Category 5 storm on ...

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

From Barron's' "Stock Futures Fall as Markets Brace for Trade Deal News Ahead of Busy Earnings Week" posted early Monday.

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.

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

From Mark Gurman's "Apple’s New Siri Chief Enlists Vision Pro Talent to Start Comeback Bid" posted Tuesday by Bloomberg.

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

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