Of the 12 biggest Apple bears, five funds stood out. Like Carl Icahn, they flushed the stock right out of their portfolios. If you wondered where the selling pressure…
Freebies galore. Samsung has always heavily promoted its Galaxy smartphones—the models sold as good-enough alternatives to Apple's iPhones. But according to Kantar's Lauren Guenveur, they outdid themselves with the…
"If Apple chooses to launch a car," writes Katy Huberty, "it can go to market as hardware-as-a-service instead of through traditional dealerships." Five days later, Wall…
Read More Morgan Stanley: Apple's $1B in Didi could be transformative
They have boots on the ground. I hope Morgan Stanley will forgive me for posting the video below, taken from a note sent to clients Friday…

News of Apple's $1 billion investment in the Chinese Uber broke late Thursday, right after the company lost the title of "world's most valuable" to Google. The story had everything.…
Excerpts from the notes we've seen. Neil Cybart, Above Avalon: It felt like Silicon Valley took a collective pause Thursday evening when news broke that Apple bought…
Read More Apple's $1billion in Didi: What analysts are saying—updated
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