"Since 2008, Apple has worked with suppliers to train 30 million workers, principally in China. It has invested hundreds of billions of dollars in the mainland."…
Read More Patrick McGee blames Apple's Tim Cook for empowering China
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Horace Dediu imagines Apple after John Ternus
4 months ago
4 months ago"Apple incoming CEO faces a defining challenge: Fixing the company’s Services dependence."
From the notes I've seen. More as they come in.
"CCI investigators issued a report in 2024 that Apple exploited its dominant position in the apps market by forcing developers to use its proprietary in-app purchase system."
Read More Apple faces fines of up to $38 billion for stiffing Indian regulators
Premarket: Apple was green, turned red
4 months ago
4 months agoFrom Barron's' "Market Rally in Peril as Iran Cease-Fire Unravels. Stock Futures Dive, Oil Prices Soar." posted early Monday.
Premarket: Apple is green
4 months ago
4 months agoFrom CNBC's "Stock futures are little changed as S&P 500 approaches its all-time high" posted early Wednesday.
"Apple’s launch of the MacBook Neo earlier this month marks the company’s first real push to lower-end PC consumers where their share today in the space is <1% for notebooks." — Analyst Wamsi Mohan
Read More Apple's Neo opens the door to a $32 billion market
"For full-year 2025, however, the biggest story at the vendor level was Apple."
Read More Omdia: Apple's share of the global PC market grew to 16% last year
Mac sales grew 24% year over year, iPad sales by 40%.
Read More Apple's Mac and iPad saw record sales in India last year
Apple delivered the strongest sales growth over the first nine weeks, rising 23% YoY, supported by e-commerce discounts, while its base iPhone 17 also qualified for government subsidies.
Read More As Chinese smartphone sales fell, Apple's China sales grew
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