The President of the United States, from the Oval Office.
Read More Video: What Trump said about Apple building a plant in Texas
Who told the President?
Read More Trump: No tariff relief for Mac Pro parts made in China — updated
This new chip, he says, could save Apple $2B per year in Qualcomm royalty fees.
Read More Gene Munster: Apple will need 3 years to roll its own 5G modem
For $1 billion: 2,000 employees plus equipment, leases and a ton of IP.
Read More Press release: Apple buys Intel's smartphone modem division
From a note to clients by analyst Amit Daryanani that landed on my desktop Thursday.
Read More Evercore: Been down so long 75-80 million iPhones looks like up
Expectations are pretty low, which leaves room for surprise.
Read More What to expect from Apple's Q3 results and Q4 guidance
Top of the S curve.
Technical analysis works until it doesn't.
Read More This guy on CNBC says Apple could go to $219 (video)
"Overall, we see a balance reward profile relative to the risks." —Analyst Jeriel Ong Street Insider has note: Deutsche Bank analyst Jeriel Ong reiterated a Hold…
Excerpts from the notes I've seen. More as they come in.
Read More DOJ's new tech probe: What the Apple analysts are saying
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