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), ...

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

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.

A place for Apple traders and investors to share their best ideas.

"Welcome to the Apple Walled Garden: privacy, security, and seamless continuity, in exchange for a little thing called control." — Tommo_UK ...

Apple Maps was his undoing.

From "Apple can't play on the sidelines in AI race, says Needham's Laura Martin" which aired Friday on CNBC.

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

From Foo Yun Chee's "No plans to get Big Tech to pay digital law compliance costs, EU tech chief says" posted Wednesday by ...

From Colby Smith's "Trump Spars With Powell Over Fed’s Costly Renovations in Rare Visit" in Friday's New York Times.