Merrill Lynch: Apple’s pullback is a buying opportunity
Wamsi Mohan led a team of analysts who took a deep look at the cost if moving Apple's manufacturing out of China.
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Despite China Trade Issues, SunTrust Stays Positive on 3 Semiconductor Stocks
SunTrust is right to say that looking past current issues to the future could be a smart play now. These three top companies have strong franchises that should remain positive for years to come.
Why Merrill Lynch Sees Cisco’s China Exposure Low Into Earnings
After the start of a trade war between China and the United States, Merrill Lynch points to Cisco Systems as the U.S. tech giant with low China exposure.
Can CyberArk Keep Up the Pace After Q1?
CyberArk Software released better than expected first-quarter financial results before the markets opened on Tuesday.
When Apple v. Pepper goes to trial, Apple likely to win
So say Gene Munster and Apple. But they've been wrong before.
A good day for Apple buybacks
First China retaliates. Then the Supreme Court rules. What else can go wrong for Apple today? My take: I wouldn’t presume to call a bottom. But…
Apple’s sneaky asterisk
It is sneaky. And it will be welcomed by those watching Apple’s bottom line.
Apple v. Pepper: SCOTUS rules for Pepper (full text)
What this means immediately is that Pepper's suit can proceed. Whether he can win is another matter.
How Wall Street Rates Zoom Video Communications After IPO Quiet Period Expiration
Zoom Video Communications had one of the hottest initial public offerings so far in 2019, and now its quiet period has come to an end.
Apple is cheap (video)
What else is new?
This week’s Apple trading strategies (5/13-5/17)
Well, last week certainly sucked.
Grand opening: Apple’s flagship D.C. store (videos)
The old Carnegie Library, transformed.
What’s wrong with Apple’s new D.C. store?
"The city has converted a cultural gem entrusted to the entire city into an exclusive outlet that serves only the few." — Citylab's Kriston Capps
UBS: Amid trade risk, Apple’s China iPhone data is less worse
From a note to clients by analyst Tim Arcuri that landed on my desktop Friday.
Gene Munster: Why Apple will be spared China tariffs
"Trump sees Apple as a symbol of American strength."