"We went into this year thinking that it would be like it was last time, where Apple was carved out from the trade wars... That's not happening."
Read More Rosenblatt's Barton Crockett on Apple, Trump and China
From "Really worried that Apple Intelligence won't drive an upgrade cycle, says Needham's Laura Martin" which aired Wednesday on CNBC.
"Jumping straight to the worst case scenario, analysts are predicting a 3% to 4% hit."
Read More CNBC: What the China tariffs mean for Apple (video)
A place for Apple traders and investors to share their best ideas.
From "The Investor Channel... Fire Tim Cook!" which aired Friday on YouTube.
Read More Q1 2025 Apple earnings analysis by guy with an attitude
From Bloomberg's Game Changers series (2014).
Read More Saturday Apple video: 'How a dreamer changed the world'
Some of the commentary that caught my eye. More as its comes in.
Read More Apple's Q1 2025: What the talking heads are saying
From "Apple earnings preview: Here's what to expect" which aired Thursday on CNBC.
Read More Deep underwater Tim Long previews Apple earnings (video)
From "Apple's multiple will have to fall 20% for me to be interested, says Oppenheimer's Martin Yang" which aired Wednesday on CNBC.
Read More Oppenheimer's Martin Yang is disappointed in Apple Intelligence (video)
"[Apple] is leveraging other people's AI investments and would benefit, frankly, from a lighter weight model with greater functionality."
Read More Rosenblatt's Barton Crockett: How DeepSeek helps Apple
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