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

From "Street's biggest Apple bear says a production move to India is unrealistic" which aired Saturday on CNBC.

The ongoing breakup of Apple’s AI team is in response to a lack of faith in its ability to develop products — at a time when ...

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

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

From Alex Harring's "Several Wall Street shops trim their Apple price targets ahead of earnings next week" posted Wednesday ...

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

"Phone owners characterize Apple Intelligence as easy to use, innovative, and something that improves their user experience." ...

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

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.

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 ...