From "Another Week, Another Production Cut Report…. But Is This “NEW” Info?" a note to Evercore clients that landed on my desktop Tuesday.
Read More Amit Daryanani -- unlike Apple's stock -- unmoved by Wayne Ma's FUD
From "Another Week, Another Production Cut Report…. But Is This “NEW” Info?" a note to Evercore clients that landed on my desktop Tuesday.
Read More Amit Daryanani -- unlike Apple's stock -- unmoved by Wayne Ma's FUD
From Ma's "Apple Cuts iPhone 14 Plus Production Less Than Two Weeks After Debut" ($) posted Tuesday shortly before noon.
Read More Like clockwork: Apple FUD from The Information's Wayne Ma
"The pricing strategy of new products is cautiously crafted, even for Apple..."
Read More Canalys: Smartphone market fell in September quarter, Apple's share rose
A good news/bad news note from analyst Shannon Cross.
Read More Credit Suisse raises Apple estimates a whopping 1%
From Gurman's Twitter feed, posted Monday.
Read More Mark Gurman: Apple's M2 iPad Pro to launch today -- updated
From Eric Savitz' "Apple Stock Is Top Pick, but Hardware Sector Set for Pain, Says Morgan Stanley" posted Monday.
Apple says the service is free for two years. It hasn’t detailed what it will charge afterward.
Read More Apple's satellite phone feature is priced to disrupt
From a note to clients by analyst Samik Chatterjee that landed on my desktop Sunday.
Read More J.P. Morgan: iPhone 13 vs. iPhone 14 in bar charts
From Nikkei Asia's "Apple freezes plan to use China's YMTC chips amid political pressure" posted Monday.
Read More Who knew Apple was going to use Chinese flash memory in its iPhones?
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