Excerpts from the notes I've seen. More as they come in.
Read More Tim Cook's gifts for Trump: What the analysts are saying (plus WH video)
Adjusted for inflation, U.S. prices have been going down.
Read More CIRP: Apple should be charging more for its pricy iPhones
Apple to pony up another $100 billion
1 month ago
1 month agoAdd that to the $500 billion the company had already pledged to Trump.
Here's why Apple popped in the premarket
1 month ago
1 month agoFrom "White House adviser: Apple likely to make investment commitment" posted early Wednesday by Reuters.
LA Times: We're on the brink of a recession
1 month ago
1 month ago"Things are not likely to look much sunnier in the days to come."
Premarket: Apple is green
1 month ago
1 month agoFrom the Wall Street Journal's "Dow Futures Rise; Investors Eye Trade Talks, Earnings" posted early Wednesday.
“We settled on 25%, but I think I’m gonna raise that very substantially over the next 24 hours.” — President Trump, speaking of India's tariffs
Read More Munster: Apple may in fact be too big to tariff (video)
"Classic innovator’s dilemma. Too worried about protecting profit margins, while they are being disrupted by the next computing shift."
Read More Tae Kim: 'Apple is being way too timid and hesitant'
From Ed Harvey's "iPhone rakes in 3 times the revenue of any rival" posted Monday by Cult of Mac.
Read More Apple's smartphone revenue share hit 43% in June quarter
Ben Thompson: For Apple, AI is — at least in the short to medium term — not an existential threat
2 months ago
2 months ago"This... makes it extremely difficult for a mere manager to contemplate spending 10x or 20x in CapEx to pursue a model of computing that isn’t in the company’s nature."
15 Comments