From Jon Victor and Amir Efrati's "Facing Threat From Apple, Google Tries New Hardware Playbook" ($) posted Tuesday.
Read More The Information: 'It may be Google's worst nightmare...'
"We estimate that Apple's extra week in the December quarter will add 7%+ to revenue growth, which does not appear reflected in consensus."
Read More Toni Sacconaghi is above consensus for Apple's Q4, below for fiscal 2023
Premarket: Apple was green, turned red
3 years ago
3 years agoFrom CNBC's "Nasdaq futures rise as better-than-expected Netflix results keep tech gains going" posted early Wednesday.
If reporters had been invited to the Steve Jobs theater, this is what they would have seen...
Read More Here's the slick video Apple produced to show off today's two new iPads
From "Apple Unveils New Products Ahead of the Holidays. The Company Is Flexing Its Muscles, Analyst Says." posted Tuesday by Barron's.
From "Another Week, Another Production Cut Report…. But Is This “NEW” Info?" a note to Evercore clients that landed on my desktop Tuesday.
Read More Amit Daryanani -- unlike Apple's stock -- unmoved by Wayne Ma's FUD
From Ma's "Apple Cuts iPhone 14 Plus Production Less Than Two Weeks After Debut" ($) posted Tuesday shortly before noon.
Read More Like clockwork: Apple FUD from The Information's Wayne Ma
"The pricing strategy of new products is cautiously crafted, even for Apple..."
Read More Canalys: Smartphone market fell in September quarter, Apple's share rose
A good news/bad news note from analyst Shannon Cross.
Read More Credit Suisse raises Apple estimates a whopping 1%
From Gurman's Twitter feed, posted Monday.
Read More Mark Gurman: Apple's M2 iPad Pro to launch today -- updated
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