From a 12/31/24 note to Needham clients that landed on my desktop Thursday.
Read More What Laura Martin liked and disliked about Apple's December earnings
"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
Why Needham's Laura Martin cut her Apple numbers
9 months ago
9 months agoFrom "Really worried that Apple Intelligence won't drive an upgrade cycle, says Needham's Laura Martin" which aired Wednesday on CNBC.
Repost: Apple 3.0 is a politics-free zone
9 months ago
9 months agoNo politics. No religion. No cults.
Premarket: Apple is red
9 months ago
9 months agoFrom Reuters' "Futures tick higher in run-up to big corporate results" posted early Thursday.
"We would be careful for investors to use reports like today's potential probe as a proxy for much tougher times ahead for Apple in China."
Read More Daniel Ives: China's Apple probe is a 'contained risk'
"America’s tech giants have seemingly been challenged on the cheap." From Kahn's "Stop Worshiping the American Tech Giants" in Wednesday's New York Times: When Chinese artificial…
Read More Lina Khan: DeepSeek is the canary in the coal mine
This is why Apple's shares just tanked
9 months ago
9 months ago"Though the examination of Apple’s practices began before US President Donald Trump took office, they’re now colliding with a series of tit-for-tat moves between Beijing and the Trump administration."
Premarket: Apple is red9 months ago
9 months agoFrom Barron's' "Stock Futures Drop. Market Awaits Trump-Xi Talks Amid China Tariffs Standoff." posted early Wednesday.
"It’s good to see that Apple is extending this service beyond its walled garden at all."
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