News

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.
From Andrew Williams' "Apple May Shift to Making US iPhones in India. It Won’t Be Easy" posted Friday by Wired.
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.
From Julie Coleman's "Jim Cramer on how Trump's stance on China harms Nvidia and Apple" posted Monday by CNBC.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
From Steve Holland and Kanishka Singh's "US calls EU fines on Apple and Meta 'economic extortion'" posted Wednesday by ...
From Juro Osawa's "EU Fines Apple and Meta for Breaching Digital Competition Law" ($) posted Wednesday by The Information.