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Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
"I've always said that Apple could only have been created in the United States." — Tim Cook ...
Q SEC filing for fiscal Q2 2025, posted Friday.
Excerpts from the notes I've seen. More as they come in.
Some of the commentary that caught my eye. More as it comes in.
Rather than dominating the top 10 spots, as they do more often than not, this time the indies dominated the bottom 10.
From a note to Oppenheimer clients that landed on my desktop Thursday.
From "Epic Games Inc. vs. Apple Inc." posted Wednesday by the U.S. District Court, Northern Disctrict of California.
From Tripp Mickle's "Could Apple Exist Without Its Ties to China? Probably Not." posted Thursday by the New York Times.
"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go ...
The Apple Investor Conference.
Big Tech earnings will trade like a pair of twos" which aired Tuesday on CNBC.
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