Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
India smartphone market grew 3% as brands gear up for festive season" posted Tuesday.
"Combing through Apple’s quarterly filings in the last few years, I observed that Apple has indeed raised its manufacturing ...
From "Global PC Shipments Rise 8.1% YoY in Q3 2025 as Windows 10 Sunset, Tariff Dynamics Spur Market Recovery" posted ...
"Apple is the only client that has so far kept its production forecast for its latest series... Our other smartphone clients all face some decline [in unit terms] for 2025." — Unidentified Apple suppl ...
From a note to KeyBanc clients that landed on my desktop Tuesday.
From CNBC's "Our models continue to think Apple can go higher, says Intelligent Alpha's Doug Clinton," which aired Wednesday on CNBC.
From Adam Clark's "Apple Stock Gets an Upgrade. What the Numbers Say About iPhone 17 Sales." ($) posted Monday by Barron's.
From "iPhone 17 Far Outpaces iPhone 16 Sales in China and US During First 10 Days of Availability" posted Monday.
The clips that caught my eye. More as they come in.
From GuruFocus' "Apple Stock Reaches All-Time High on Strong iPhone 17 Sales" posted earlier Monday.
From Gurman's "Power On" column posted Sunday to Bloomberg Technology subscribers.
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