WSJ: How Huawei cleaned Apple’s clock (video)
From Jay Greene and Yoko Kubota's post-mortem in Friday's Wall Street Journal ($).
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4 Large-Cap Tech Stocks to Buy for 2019 With Zero Apple Exposure
Investors with a long-term view, those that can look past the recent volatility, can own these four stocks at very good entry points, given the recent selling. Plus with limited or no exposure to…
Apple’s fail: And now a word from the Twittersphere
There's wisdom in the crowd, but you have to know where to look.
Apple’s revised guidance: What the analysts are saying
Price target cuts across the board, ratings mostly unchanged.
Tim Cook on CNBC (videos)
Full interview with instant commentary by Wedbush's Dan Ives and Loup Ventures' Gene Munster.
Apple blew the holiday quarter—full text
"Today we are revising our guidance for Apple’s fiscal 2019 first quarter."
With Apple at $155, analyst defends his $280 Apple price target (video)
“For Amazon and for Apple there are reasons to believe the sell-off is overdone.” — D.A. Davidson’s Tom Forte From CNBC’s Squawk on the Street Wednesday morning: For…
Meet Activision Blizzard’s ‘New’ CFO
Activision Blizzard shares dipped on Wednesday after the firm announced that it would be making a change in its top-level leadership.
Cowan: Apple supply chain lumpy but on track
From a note to clients that landed on my desktop Wednesday.
NYT: Big tech, under siege, plows ahead
From David Streitfeld's "Big Tech May Look Troubled, but It’s Just Getting Started" in Wednesday's New York Times.
Value Line: Now would be an opportune time to accumulate Apple
From Value Line's Dec. 28 report on Apple.
Under the tree: iPads, more iPads and iPhone XRs
Localytics: The iPhone XR had a great Christmas, but not as great as the iPad.
iPhone XR was Android switch-bait, says CIRP, took 32% of sales in 30 days
“It appears that iPhone XR did serve to attract current Android users,” — Mike Levin, CIRP co-founder From iPhone XR Takes 32% of Sales in First Month of…
Wedbush: China weighs on Apple, but not that much
"We believe shares of AAPL have been unduly punished on apocalyptic demand concerns." —Analyst Daniel Ives
Barron’s: Welcome to the Zombie Market
"The zombie isn’t a particularly good evaluator of stocks."