First came the $400 iPhone SE. Now comes a flood of $200 to $400 trade-in models.
Read More Morgan Stanley: How cheap, second-hand iPhones will grow Apple's market share
No Apple analyst tracks institution investments more diligently than Katy Huberty.
Read More Morgan Stanley: Why institutional investors are flocking to Apple
But trade tensions and the TikTok affair have left Apple newly vulnerable to Chinese sanctions.
Read More In China, Apple CEO Tim Cook is to business what Henry Kissinger was to politics
According to analyst Toni Sacconaghi, Apple still underspends on innovation compared with Amazon, Google and Facebook. From a note to clients that landed on my desktop…
Read More Bernstein: Steve Jobs was R&D tightwad, Tim Cook less so
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