Katy Huberty dismisses as "supply chain noise" recent reports of iPhone X production cuts.

I don't need another speaker, or another voice-controlled assistant. But I'd pay more for a smarter one.
Singapore-based Canalys does not say how it determined iPhone X expectations.
Read More Canalys: iPhone X shipments 'slightly below' industry expectations
I've been tracking these analysts for years, and I can tell you they follow the stock, they don't lead it.
Read More Exclusive: Average Apple price target hits $193, up $63 in 12 months
From a note to clients by Wells Fargo analyst Aaron Rakers.

From a note to clients by research analyst James Cordwell.
The Consumer Intelligence Research Parters (CIRP) have some numbers.
Read More Which iPhones sold best in Apple's Christmas quarter?
Donald Trump, according to Farhad Manjoo, gets to take some of the credit.
Read More NYT: What Apple's bonuses and Amazon's bake-off have in common
A hard look at Apple's squishy repatriation pledge.
Read More Forbes: Apple's $350 billion was already in the cards
Apple's windfall has become Exhibit A in defense of Trump's tax bill.
Read More Looking Apple's repatriation gift horse in the mouth
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