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.
From a note to Oppenheimer clients that landed on my desktop Thursday.
From Barron's' "Stock Futures Soar as Big Tech Earnings Lift Markets. Amazon, Apple Up Next." posted early Thursday.
From "Epic Games Inc. vs. Apple Inc."  posted Wednesday by the U.S. District Court, Northern Disctrict of California.
"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go ...
"Apple bulls need to look past the next 3 months and assume China tariff negotiations take a positive turn to stop this ...
From Akash Sriram's "Apple investors seek clarity on tariffs, AI strategy as iPhone sales decline" posted Tuesday by Reuters.
The Dividend Should Rise But Stock Is Still Likely To Slide" posted Monday by Seeking Alpha.
From a note to Morgan Stanley clients that landed on my desktop Monday.