"America’s tech giants have seemingly been challenged on the cheap." From Kahn's "Stop Worshiping the American Tech Giants" ...
From Pei Li's "China Weighs Probe Into Apple’s App Store Fees, Practices" posted Wednesday by Bloomberg.
From Barron's' "Stock Futures Drop. Market Awaits Trump-Xi Talks Amid China Tariffs Standoff." posted early Wednesday.
"It’s good to see that Apple is extending this service beyond its walled garden at all." ...
From a note to Evercore clients that landed on my desktop Tuesday.
"The growth in Productivity app revenue to Apple in the quarter has been driven by ChatGPT." — Analtyst Wamsi Mohan ...
Here's what to know" which aired Tuesday.
"In the last tariff cycle, Apple was able to get an exception for the iPhone." — Analyst Wamsi Mohan ...