Can Tim Apple dig the U.S. out of Trump's China tariff quagmire?

"Now Apple bulls are hopeful Cook will find a way to wriggle out again."

5 Comments

Mark Gurman: Where in the U.S. could Apple build an iPhone city?

2 weeks ago

Published April 11, 2025 by Philip Elmer-DeWitt

Mark Gurman: Where in the U.S. could Apple build an iPhone city?

"Boston is over 500,000 people. The whole city would need to stop everything and start assembling iPhones."

6 Comments

Premarket: Apple was green, turned red

2 weeks ago

Published April 11, 2025 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From Barron's' "Stock Futures Falling as China Retaliates With 125% Tariff on U.S. Goods" posted early Friday.

8 Comments

Inside Apple's AI mess

2 weeks ago

Published April 10, 2025 by Philip Elmer-DeWitt

Inside Apple's AI mess

"Over time, relations between Federighi’s software engineering group and Giannandrea’s AI team have gotten increasingly tense—and at times downright dysfunctional."

Report: Apple's iPhone airlift reaches 600 tons

Apple "wanted to beat the tariff," said one of the sources familiar with the planning.

15 Comments

How Apple could squeak by without raising iPhone prices

2 weeks ago

Published April 10, 2025 by Philip Elmer-DeWitt

How Apple could squeak by without raising iPhone prices

"As we've had more time to think about potential mitigation efforts, a new train of thought has emerged." — Morgan Stanley analyst Erik Woodring

14 Comments

Tim Cook's charm offensive: Will it work a second time?

2 weeks ago

Published April 10, 2025 by Philip Elmer-DeWitt

Tim Cook's charm offensive: Will it work a second time?

In 2016, when Mr. Trump was urging his supporters to boycott Apple products and threatening huge China tariffs, little wonder that Mr. Cook, a quiet Democrat and a strong supporter of L.G.B.T.Q. rights and diversity initiatives, went on a charm offensive.