"According to Al Jazeera, the companies include Google, Microsoft, Palantir, IBM, Nvidia, and Oracle."
866 search results for "india"
"The iPhone maker’s contract manufacturers account for roughly three-fourths of the country’s smartphone exports, helping transform India into one of the world’s fastest-growing handset export hubs."
Read More New export rules may get Apple to pull more of its supply chain to India
"The company assembled about 55 million iPhones in India in 2025, up from 36 million a year earlier."
Read More Apple's transition from China to India nears its halfway mark
Apple tops the active installed base charts
2 months ago
2 months ago"In 2025, Apple added more net new smartphone devices than the next seven leading OEMs combined."
"Apple may be a de facto monopolist for most of the world, but in China the company is simply another smartphone vendor, and being simply another smartphone vendor is a hazardous place to be."
Read More Proof that the Chinese prefer to buy new iPhones that look different from the old
Ben Thompson: Apple's got the TSMC blues
3 months ago
3 months ago"Apple has been the king of the supply chain for so long now, it will be fascinating to see how the company handles having to fight for supply instead of dictating terms."
High praise for Apple from Bloomberg Technology
3 months ago
3 months ago"The December quarter was a triumph for Apple’s established product differentiation through a unique software ecosystem, bolstered by robust hardware upgrades. Yes, it’s a familiar playbook, but no one executes it quite like Apple."
MacDailyNews: Why Apple shares popped Monday
3 months ago
3 months ago"Analyst upgrades and price target increases have fueled today’s gains, as firms reassess Apple’s outlook amid strong iPhone momentum, a China rebound, and AI ecosystem potential despite some margin pressures from rising memory costs."
A place for Apple traders and investors to share their best ideas.
Excerpts from the notes we've seen, including Morgan Stanley, Goldman Sachs, BofA and J.P. Morgan.
Read More Apple's blowout Q1 2026: What the analysts are saying
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