Excerpts from the notes I've seen.
Read More Jony Ive leaving Apple: What the analysts are saying
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Excerpts from the notes I've seen.
Read More Jony Ive leaving Apple: What the analysts are saying
Top Zuckerberg advisor hits back after Tim Cook's "chaos factory" remarks.
Read More Facebook: Apple sells to an exclusive club, we're free for everybody
Maximum uncertainty, says analyst Amit Daryanani, provides maximum flexibility to Trump.
A 25% tariff would hurt Apple, says analyst Wamsi Mohan, but not as much as moving manufacturing to the U.S.
Read More Merrill Lynch: Measuring the impact of Trump's tariffs on Apple
Wish I could see what's in Annex B.
The consensus on CNBC's Power Lunch is that Apple should get off its high horse.
Read More Privacy: 'It seems like no one is calling Tim Cook out for this.'
Maciej Ceglowski's must-read call-to-arms in 'Ambient Privacy' doesn't quite absolve Apple.
From a note to clients by analyst Amit Daryanani that landed on my desktop Sunday.
Read More Evercore: Apple's focus on privacy sets groundwork for medical records
Featuring friend-of-the-blog Victor Castroll's latest trades.
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