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 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.

Trust Issues" posted Thursday by Apple.

From a note to BofA Securities clients that landed on my desktop Thursday.

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

From Juro Osawa's "EU Fines Apple and Meta for Breaching Digital Competition Law" ($) posted Wednesday by The Information.

"A lot of the numbers floating out there seem to focus on a worst case scenario and the impact to Apple could end up being ...

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