From "Rob Sechan says he's still underweight Apple" which aired Wednesday on CNBC Pro.
"The idea that the arrival of TSMC’s factory in Arizona represents a new era of self-sufficiency or the end of globalization is a fantasy."
Read More Apple's global supply chain won't be easy to untangle
CNBC's Steve Kovach, on the other hand, has is eye on Apple fintech. Specifically, its new buy-now-pay-later product and its "high-yield" checking accounts.
Read More Citi's Jim Suva sees Apple headsets and flip phones in '23 (video)
From Megha Mandavia "Apple’s Best Bet Against China Might Be India" in Wednesday's Wall Street Journal.
Read More By 2025, India's share of iPhone production could grow from 3% to 18%-20%
From "Apple and Microsoft have held up despite headwinds in the tech sector" which aired Tuesday on CNBC.
Read More CFRA's Angelo Zino likes the predictability of Apple's free cash flow (video)
"I can attest from personal experience that once you’re in the [Apple] ecosystem, you won’t give up on its convenience unless offered something a lot better."
Read More Paul Krugman: Apple and Microsoft make sense. Tesla, not so much.













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