Excerpts from the notes I've seen. More as they come in.
Read More Apple's summer price hikes: What the analysts are saying
The price hikes have landed
4 days ago
4 days ago“We have now reached a point where we need to begin raising prices. We have never seen a component price increase this much, this quickly.” —…
Micron drives Apple's prices
4 days ago
4 days ago"Where once commentators spoke of an “Nvidia tax,” it has been replaced for large tech companies such as Apple with a 'Micron tax'"—or at least a memory toll."
Premarket: Apple is red
4 days ago
4 days agoFrom CNBC's "S&P 500 futures rise as Micron surges after earnings; Wall Street awaits key inflation reading" posted early Thursday.
"We see this as strategically important because Siri AI can leverage Apple’s privileged access to device context, app capabilities, screen state, and private user data in ways that generic assistants may struggle to replicate." — Analyst Wamsi Mohan
Read More BofA: Siri AI is an underappreciated positive architecture reset for Apple
From "Apple’s New CEO Must Restore Company’s Design Edge: Power On" which aired Tuesday on Bloomberg TV.
Read More Apple's Industrial Design shakeup: Mark Gurman speaks (video)
"The news pushes back on earlier concerns from analysts and leakers."
Read More Suppliers say the September launch of Apple's foldable iPhone is on
Premarket: Apple is green
5 days ago
5 days agoFrom CNBC's "Stock futures are mixed ahead of Micron earnings; tech stocks rebound after sell-off" posted early Wednesday.
"We did something that I believe that most people told me you couldn’t do."
Read More Why Eddy Cue launched Apple TV witout any licensed content
Tata in trouble
6 days ago
6 days agoOne of Apple's most important suppliers in India is leaking both agricultural contaminants and confidential documents.
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