From Barron's' "Stock Futures Surge Higher After Trump’s Tech Tariff Reprieve" posted early Monday.
President Donald Trump issued his own clarification Sunday, stating that no such exemptions to tariffs had been made Friday.
Read More Apple's China tariffs: More on the way, says White House
Bloomberg: Apple crisis averted, for now
5 days ago
5 days ago"While a new, lower so-called sectoral tariff may still come on goods that have semiconductors — and a 20% tariff on China remains — the change marks a win for Apple."
India now makes 20% of Apple's iPhones
5 days ago
5 days ago"In 2022, Bloomberg Intelligence estimated it would take eight years to move just 10% of Apple’s production capacity out of China."
"Tim cares about nothing else. It’s the only thing he’s really spending his time on from a product development standpoint." — Someone "with knowledge of the matter"
Read More Mark Gurman: Tim Cook is 'hell-bent' on AR glasses
WSJ: 'It's good to be Tim Cook'
5 days ago
5 days ago"Too bad if you make shoes, or clothing, or thousands of other consumer products that must pay the tariffs but lack the political or market clout to win exemptions."
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (4/14-4/18/25)
Excerpts from the notes I've seen. More as they come in.
Read More Tariff reprieve: What the Apple analysts are saying
"Tim Cook, Apple’s chief executive, has been at the forefront of the industry’s courtship of Mr. Trump."
Read More What role did Apple play in negotiating a tech tariff reprieve?
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