From Isabel Wang's  "Dow tumbles 800 points after Fed lowers interest rates, signals fewer cuts in 2025" posted Wednesday by ...
From Gurman's "Apple Halts Effort to Build iPhone Hardware Subscription Service" posted Wednesday by Bloomberg.
From Sonia Rolley's "Apple says it has told suppliers to stop buying minerals from Congo" posted Wednesday by Reuters.
What follows is an AI's summary of a note posted Monday to Daiwa clients.
According to to CNBC, Apple has hit 25 all-time highs so far this year. (I count 16.) ...
"Any rebalancing at any large organization is going to involve selling Apple." — Josh Brown ...
From Barron's' "Dow Heads for 9th Straight Loss. Stock Futures Fall as Fed Meeting Kicks Off." posted early Tuesday.
From a note to Morgan Stanley clients that landed on my desktop Friday.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
"Earnings forecasts to look materially different without AI but see limited downside to volumes at the same time." — Analyst ...