Some of Kuo's reports were indistinguishable from industrial espionage. Could his sources have been caught in Apple's dragnet?
From Paul Krugman's op-ed column in Friday's New York Times.
Read More Krugman slices into Apple and the fruits of the Trump tax cuts
"Trying to guess how many iPhone X ... are going to be sold in a three-month period totally misses the point."
Read More Warren Buffett bought 75 million shares of Apple last quarter
The Wall Street bears blew it.
The Wall Street bears blew it.
Apple’s $100 billion share-repurchase plan is the largest ever announced by a U.S. company.
Excerpts from the notes I've seen. More as they come in.
Read More Apple's 'better-than-expected' Q2: What analysts are saying
The ups and downs of Apple’s revenue, earnings, iPhone sales, services and revenue from greater China.
Read More Apple's surprisingly strong Q2 2018 in five easy charts
This is an odd quarter, with a lot of last minute second-guessing.
From a note to clients—Sacconaghi's second in four days—that landed in my inbox Monday.
Read More Toni Sacconaghi: 'Have we seen this movie before?'
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