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Excerpts from the notes that crossed my desk. More as they come in.
Of the top ten spots, eight were taken by indies. Of the bottom five, all were taken by pros.
From Ryan Vlastelica's "Apple Rebound Looks Elusive as AI Woes Draw Investor Scrutiny" posted Thursday.
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.
From Sankalp Phartiyal's "Apple’s India Exports to Emerge Unscathed From Trump Tariffs, For Now" posted Thursday by Bloomberg ...
From "Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful" posted Wednesday by Bloomberg.
"By the end of this year, Meta, Amazon, Microsoft, Google and Tesla will have spent over $560 billion in capital expenditures ...
From "Watershed Moment for AI Revolution," a note to Wedbush clients that landed on my desktop Thursday.
"If Trump follows through with his threat we may end up in a scenario where Apple has little choice but to pay the tariff in ...