From a note to Piper Sandler clients that landed on my desktop Wednesday.

If you ask Gartner, they grew by 3.5%. According to IDC, they fell by 24%.

"Some component orders for mid-November onwards have been slightly reduced (mainly for the 16 base model and 16 Plus), but by ...

Walmart is still the biggest Apple Pay holdout by a wide margin, and the company has shown no signs of changing its tune.

"When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly ...

From Ines Lin and Jerry Chen's "AI-powered smart glasses key to the revival of Google's rocky AR/VR development" posted ...

From a note to KeyBanc clients that landed on my desktop Monday.

From Vahid Karaahmetovic's "Apple shares tick lower as Jefferies cuts rating on rich valuation" posted Monday by ...

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

From Joe Rossignol's "Apple Potentially Facing Worst Leak Since iPhone 4 Was Left in a Bar" posted Monday by MacRumors.

Apple's final quarter of fiscal 2024 ended Sept. 28. Earnings are scheduled for All Hallows' Eve, just before the kids get ...

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