From a note to Loup Ventures subscribers that landed on my desktop Thursday.
Read More Apple: Three charts from Gene Munster's iPhone 12 Twitter survey
It’s not how long the iPhone 12 lead times, says analyst Katy Huberty, it’s how long the lead times last.
Read More Morgan Stanley: Bullish on Apple, even if Sept. iPhone sales miss expectations
Piper Sandler hikes Apple target $5 to $135
5 years ago
5 years agoU.S. carriers are practically giving the iPhone 12 away says analyst Harsh Kamar.
Premarket: Apple was red, turned green
5 years ago
5 years agoFrom wsj's "U.S. Stock Futures Point Lower as Investors Eye Stimulus Talks" posted early Thursday.
Apple is muscling its way into the market for old TV shows, starting with free weekends of Peanuts holiday classics.
Thompson invokes -- and re-explains -- his aggregation theory to support the Justice Department's suit against Apple's search partner.
Read More Ben Thompson: The U.S. antitrust case against Google is strong
From "Google’s Exclusive Search Deals With Apple at Heart of U.S. Lawsuit" ($) in Wednesday's Wall Street Journal.
Read More WSJ: Apple search deal is at center of U.S. antitrust case against Google
From a note to clients by analyst Amit Daryanani that landed on my desktop Tuesday evening.
Read More Evercore: Strong mix and demand for Apple's iPhone 12/iPhone 12 Pro
Premarket: Apple was green, turned red
5 years ago
5 years agoFrom wsj's "Stock Futures Wobble on Stimulus Hopes, Earnings" posted early Wednesday.
iPhone 12/12 Pro: The reviews are in
5 years ago
5 years agoExcerpts from the reviews I've seen. More when I get a moment.
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