"As we sit here today (with Apple Intelligence just released), it doesn’t appear that AI is driving the upgrade excitement that we would have expected." — Analyst Matt Farrell
"Apple’s rising star in India contrasts with its flagging fortunes in China."
Read More Apple's iPhone exports from India jumped by a third in the past six months
"The inflection point quarter starts to happen in December and iinto March."
Read More Daniel Ives isn't worried about iPhone demand (video)
"Sell-through for iPhone 16 series started off slower than iPhone 15, and while momentum has improved in recent weeks, the magnitude of the improvement is still putting volumes modestly below last year." — Analyst Samik Chatterjee
Read More Apple: J.P. Morgan expects a balance of F4Q beat and F1Q shortfall
"We expect a strong iPhone performance for the September quarter and expect a relatively bullish December iPhone demand commentary from Cook & Co." — Analyst Daniel Ives
Read More Wedbush sticks with its Street-high $300 Apple target
From Andrew Williams' "Apple’s Sales in China Are Stalling. What Will It Sacrifice to Turn Things Around?" posted Saturday by Wired.
In addition to Monday's release of iOS 18.1 and a first tranche of Apple Intelligence features, there's a week's work of product announcements coming.
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (10/28-11/1/24)
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