There appears to be a sector rotation underway.
"I’ve always looked at Apple as one big family and I encourage you to reach out to your co-workers if they are feeling anxious."
Read More Apple and Trump: Here's Tim Cook's memo to the staff
"If the corporate tax rate is permanently lowered, Apple's cash dilemma would be solved."
I'm still trying to wrap my head about what just happened, which seems a repudiation of so many of the values Tim Cook has championed as CEO of Apple.
"He is killing this company."
Read More Apple: Jason Calacanis calls for Tim Cook's head (video)
"Based on the interview and, now, the discount, it feels like Apple was genuinely shocked by the reaction to the new MacBook Pro."
Somebody's count is off. IDC estimated that 2.7 million smartwatches were sold in the September quarter, not counting Fitbits. Canalys included Fitbits and came up with…
Samsung's share shrank to less than 1%, and big losses at LG and HTC put their profit shares in negative territory.
Read More Tim Long: Apple has sucked all the profit out of smartphones
Horace Dediu came not to praise the MacBook Pro but to bury it.
Read More Dediu: With 7% of market, the Mac captures 60% of profit
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