From the Wall Street Journal’s "Stock Futures Gain Ahead of Earnings From Macy’s and Kohl’s" posted early Thursday.
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From Barron's "Dow Pauses Near Records, Key Fed Decision Looms" posted early Wednesday.
Read More Premarket: Apple was green, turned red, green again
"I hate to say it, but I think Jobs would get it like that (snap). He was a motorcycle rider. He understood smallness."
Read More Horace Dediu: Why Apple isn't ready to disrupt transportation (video)
Excerpts from the notes I've seen. More as they come in.
Read More Apple disappointing fiscal Q4 2021: What the analysts are saying
"We are trimming our earnings forecasts for F1Q to lower than typical seasonality." From a note to clients that landed on my desktop Tuesday: We expect…
Read More JPMorgan's Samik Chatterjee expects a solid Apple beat next week, but...
From "Huawei, Ericsson or Nokia? Apple or Samsung? U.S. or China? Who’s Winning the 5G Races" posted Tuesday by the Wall Street Journal.
From Debby Wu's "Apple Set to Cut iPhone Production Goals Due to Chip Crunch" posted Tuesday on the Bloomberg wire.
Read More Report of iPhone 13 production cut slices Apple in the aftermarket
Spoiler alert: He doesn't buy it.
"What makes the iPhone and perhaps Apple special is that it seems to deliver things that nobody asks for but then everybody wants."
Read More Horace Dediu: Apple's solution to the innovator's dilemma
"Less a company, more a trillion-dollar California cult designed to brainwash us with pleasant high-tech visions and the comfort of a walled garden."
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