From Barron's' "Markets Shrug Off Trump's State of the Union. Nvidia Earnings Will Be the Real Mover." posted early Wednesday.
"WSJ reporter Rolfe Winkler visited several of the company’s suppliers including TSMC, ASML and Foxconn in the Southwest."
Read More Apple silicon is actually getting made in the US. Watch!
"Apple led the market in Q4 2025, growing 14% YoY driven by strong demand for the iPhone 17 series and solid year-end seasonal momentum across developed markets."
Read More Counterpoint: Apple's iPhone had a bang-up quarter
Apple Mac minis in Texas
1 month ago
1 month agoJust in time for mention in the Trump's State of the Union speech.
Plus a pointer to Ben Thompson's rebuttal on Stratechery.
Premarket: Apple is green
1 month ago
1 month agoFrom Barron's' "Markets Start to Recover After Brutal AI Selloff" posted early Tuesday.
"OpenClaw [is] driving Mac lead times to multi-year highs." — Analyst Erik Woodring
Read More Morgan Stanley: Here's why demand for Macs has spiked
Apple's promotional drone display for "Monarch: Legacy of Monsters" has set a new world record, by creating life-size replicas of monsters from the Apple TV show in the air.
Read More On Friday night, Apple lit up the sky above Hollywood with monster drones (video)
"For the Trump administration, the upside of acting at a moment of Iranian vulnerability is plainly alluring."
"I can at least tell you that, as of now, red is the new flagship color in testing for the next iPhone Pros."
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