"The net result was that this launch was quite a lot better than I was expecting, and I think that there will be a small uptick in replacements for iPhone and maybe AirPods."
Read More 'Pleasantly surprised,' Richard Windsor still doesn't want to own Apple
2 months ago"Apple remains positioned well for growth despite macro and tariff headwinds." — Analyst Amit Daryanani
2 months agoFrom Dan Gallagher's "Why Apple’s Lackluster New iPhones Will Still Pay Off" posted Wednesday by the Wall Street Journal.
2 months agoFrom the Wall Street Journal's "Dow Futures Edge Up Ahead of August Inflation Data" posted early Thursday.
2 months agoFrom Barron's' "S&P 500, Nasdaq Futures Build on Record Highs Ahead of PPI Inflation Report" posted early Wednesday.
2 months agoThis is a family trip. I'll post when I can. Back in a week.
Excerpts from the notes I've seen. More as they come in.
Read More Apple's iPhone 17 event: What the analysts are saying
The videos that caught my eye. More as they come in.
Read More Apple's iPhone 17 event: What the talking heads are saying
2 months agoTyping as fast as I can. Latest post on top. All times Eastern.
2 months ago"While Cook & Co. have done an extremely good job so far navigating a complex and challenging tariff environment, we expect the company to potentially raise…
9 Comments