From Adam Clark's "Apple Earnings Are Overshadowed by Tariffs. Reasons the Stock Can Still Deliver." posted Monday by ...

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

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

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

From Andrew Williams' "Apple May Shift to Making US iPhones in India. It Won’t Be Easy" posted Friday by Wired.

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

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. Apple 3.0 Archives Apple 3.0 ...

From Adrienne So's "The Apple Watch Just Turned 10. Here’s How Far It’s Come." posted Thursday by Wired.

The goal means Apple would roughly double its annual iPhone output in India to more than 80 million units.

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