"Apple has resisted making iPhones and other devices in the United States because the company’s operations team has determined that it would be impossible."
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"Tariffs are a sword of Damocles for Apple – dangling, disruptive and politically charged." — Patriarch's Eric Schiffer
Read More Trump's tariffs will hang over Apple's head Thursday
"The resilience of revenue and earnings estimates as well as a proven track record of earnings protection in downturns remains key to investors still looking at Apple shares favorably despite the uncertainty." — Analyst Samik Chatterjee
"We are now forecasting F2Q revenues to come in ahead of guidance (5.5% y/y revenue growth vs. guidance for low-to-mid single-digit increase)." — Analyst Samik Chatterjee
Read More J.P. Morgan sees 'better than feared' fiscal Q2 for Apple
"You have this tremendous menu of problems created by tariffs and moving to India doesn't solve all the problems."
Read More Craig Moffett: 'Street's biggest Apple bear' begs to differ

iPhone 17 Air looks promising but will it bend?
The goal means Apple would roughly double its annual iPhone output in India to more than 80 million units.
Read More Next year, nearly all American iPhones will say 'Made in India'

"Apple’s monument to globalisation is an unlikely force for peace."
"Even if tariffs extend beyond China, we do not think Apple will produce the iPhone in the US." — Analyst Amit Daryanani
Read More Evercore: Deep dive into Apple's new tariff regime
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