Apple turned in its strongest quarter in years.

From "Watershed Moment for AI Revolution," a note to Wedbush clients that landed on my desktop Thursday.

From Sankalp Phartiyal's "Apple’s India Exports to Emerge Unscathed From Trump Tariffs, For Now" posted Thursday by Bloomberg ...

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.

From "Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful" posted Wednesday by Bloomberg.

"By the end of this year, Meta, Amazon, Microsoft, Google and Tesla will have spent over $560 billion in capital expenditures ...

From Ryan Vlastelica's "Apple Rebound Looks Elusive as AI Woes Draw Investor Scrutiny" posted Thursday.

"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some ...

Excerpts from the pre-earnings notes that have landed on my desk. More as they come in.

"If Trump follows through with his threat we may end up in a scenario where Apple has little choice but to pay the tariff in ...

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

From "The Driver of Apple’s Exploding Valuation Is Under Threat. See What’s at Stake." posted Tuesday by the Wall Street ...