"'End-to-end is a very vague term. The complete [semiconductor] supply chain will not move here — that’s not possible in the next four years. — Gartner's Gaurav Gupta
Read More Apple pledges $0.6 trillion, analysts harbor doubts
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"Companies are doing everything they can to dance away from Trump's random tariff beam, including Apple."
Read More Stephen Colbert mocks Tim Apple for sucking up to Trump (video)
Premarket: Apple is green
1 month ago
1 month agoFrom the Wall Street Journal's "Gold Prices Hit Record High; Dow Futures Inch Up" posted early Friday.
Excerpts from the notes I've seen. More as they come in.
Read More Tim Cook's gifts for Trump: What the analysts are saying (plus WH video)
“We settled on 25%, but I think I’m gonna raise that very substantially over the next 24 hours.” — President Trump, speaking of India's tariffs
Read More Munster: Apple may in fact be too big to tariff (video)
Apple turned in its strongest quarter in years.
Read More Apple's knockout fiscal Q3 2025 in five easy charts
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.
The Trump administration in April exempted smartphones, computers, and other electronics from reciprocal tariffs, in a major reprieve to companies such as Apple and Nvidia Corp.
Read More Apple's iPhones still exempt from India's 25% tariffs
"If Trump follows through with his threat we may end up in a scenario where Apple has little choice but to pay the tariff in the…
Read More Evercore: Damn Trump's 25% tariff, Apple won't abandon India
"The bottom line is iPhone is the most important part of the business, and results have been lumpy over the past couple of years."
Read More Gene Munster: Apple has found a bottom in its recent iPhone softness
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