From Reuters' "Futures steady ahead of monthly payrolls test; Amazon slips" posted early Friday.
Mark Gurman: Apple is doomed in China
4 weeks ago
4 weeks ago"Apple successfully sought an exemption to iPhone tariffs during the last Trump administration by arguing that Samsung would benefit. But it’s unclear if that trick will work a second time around."
Bloomberg's Mark Gurman last year reported that Apple was developing a tabletop robot with an "iPad-like display" attached to a "robotic limb."
From a 12/31/24 note to Needham clients that landed on my desktop Thursday.
Read More What Laura Martin liked and disliked about Apple's December earnings
"We went into this year thinking that it would be like it was last time, where Apple was carved out from the trade wars... That's not happening."
Read More Rosenblatt's Barton Crockett on Apple, Trump and China
From "Really worried that Apple Intelligence won't drive an upgrade cycle, says Needham's Laura Martin" which aired Wednesday on CNBC.
Repost: Apple 3.0 is a politics-free zone
4 weeks ago
4 weeks agoNo politics. No religion. No cults.
Premarket: Apple is red
4 weeks ago
4 weeks agoFrom Reuters' "Futures tick higher in run-up to big corporate results" posted early Thursday.
"We would be careful for investors to use reports like today's potential probe as a proxy for much tougher times ahead for Apple in China."
Read More Daniel Ives: China's Apple probe is a 'contained risk'
"America’s tech giants have seemingly been challenged on the cheap." From Kahn's "Stop Worshiping the American Tech Giants" in Wednesday's New York Times: When Chinese artificial…
Read More Lina Khan: DeepSeek is the canary in the coal mine
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