6:10am ET
Technology
Morgan Stanley: China’s App Store headwinds will pass
From a note to clients by analyst Katy Huberty that landed on my desktop Monday.
Steven M. Peters AAPL Coverage Page 223
Steven M. Peters 6:10am ET
Technology
Bernstein analyst sees billions in Apple’s ad business
"We do not believe that Apple has been oblivious to this opportunity." —Toni Sacconaghi
Steven M. Peters 11:30am ET
Technology
Why Instinet Is Far More Cautious on iPhone Sales Than Other Apple Analysts
Apple has been given a constructive review by a Nomura/Instinet analyst, after a review on the telecom sector and Apple.
Jon C. Ogg 9:45am ET
Technology
Analyst: iPhone XR pre-orders weaker than expected
This is Jun Zhang's third report on "weak" iPhone sales in five weeks.
Steven M. Peters 9:25am ET
Technology
This week’s Apple trading strategies (10/22-10/26)
Don't blame me if you have to sell the Cessna.
Steven M. Peters 8:40am ET
Technology
Merrill Lynch: A deep dive into Apple’s iOS App Store
Apple created a Fortune 500 company (Below Land O'Lakes, above Occidental Petroleum) out of a $0.45-per-app business.
Steven M. Peters 6:50am ET
Technology
Piper Jaffray survey: Record 82% of US teens have iPhones
Sixteen percent have an Apple Watch; 23% hope to get one by next spring.
Steven M. Peters 6:20am ET
Technology
Look what Apple has leased
314,000 square feet of industrial manufacturing space in Milpitas, Calif., does not an auto factory make.
Steven M. Peters 6:20am ET
Technology
Why doesn’t Apple bring iMessage to Android?
It's called a strategy tax: Bad for customers, good for the company's long-term goals.
Steven M. Peters 9:00am ET
Technology
‘Apple stole my batteries’
Louis Rossmann may be the Michael Avenatti of the right-to-repair movement.
Steven M. Peters 8:55am ET
Investing
Apple Again Top-Performing Dow Stock, but Merck Is Closing In
Apple shares dipped again last week, but the company managed to hold onto its rank as the top-performing Dow stock for the year to date. Shares are up nearly 30% in 2018.
7:05am ET
Technology
Bloomberg finally pushed Tim Cook too far
It's not just Mark Gurman anymore.
Steven M. Peters 7:05am ET
Technology
Munster: Still plenty of iPhone XRs in stock
It's been 12 hours since pre-orders began, but Gene Munster remains optimistic about iPhone XR sales.
Steven M. Peters 1:50pm ET
Technology
Apple 3.0 Podcast: What is Reese Witherspoon making for Apple?
According to Frost and Sullivan's Dan Rayburn, she's shooting short-form video—not movies or a TV series.
Steven M. Peters 9:10am ET
Technology
Wedbush initiates Apple ‘best idea’ coverage at $310
Analyst Daniel Ives, lately of GBH Insights, says Tim Cook is sitting on a gold mine.
Steven M. Peters