News

Excerpts from the notes I've seen. More as they come in.
Some of the commentary that caught my eye. More as it comes in.
Rather than dominating the top 10 spots, as they do more often than not, this time the indies dominated the bottom 10.
Apple's March quarter results beat the Street's estimates on both the top and bottom lines, with iPhone sales above ...
From a note to Oppenheimer clients that landed on my desktop Thursday.
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.
From Barron's' "Stock Futures Soar as Big Tech Earnings Lift Markets. Amazon, Apple Up Next." posted early Thursday.
"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go ...
Term" posted Wednesday to Deepwater Asset Management subscribers.
The independents are more bullish than the pros, as usual.