Excerpts from the notes I've seen. More as apple tariff reprieve analyststhey come in.

From Tripp Mickle and Ana Swanson's "Trump exempts smartphones and computers from new tariffs" posted Saturday by the New ...

From "Trump's Tariff Pause, Apple's Highs and Lows" which aired this week on Vox Media's Pivot podcast.

Hamm played a tech billionaire in Season 3 of "The Morning Show" and his "Your Friends & Neighbors" debuted on Apple TV+ this ...

From a note to Wedbush clients that landed on my desktop Friday.

Apple bulls are hopeful Cook will find a way to wriggle out again." ...

From Barron's' "Stock Futures Falling as China Retaliates With 125% Tariff on U.S. Goods" posted early Friday.

From Tripp Mickle's "What’s Wrong With Apple?" posted Friday by the New York Times.

From a note to Morgan Stanley clients that landed on my desktop Thursday.

"Over time, relations between Federighi’s software engineering group and Giannandrea’s AI team have gotten increasingly tense ...

From "Apple airlifts 600 tons of iPhones from India 'to beat' Trump tariffs, sources say" posted Thursday by Reuters.

From "Vision Pro 2 May Now Be in Production Ahead of Launch Later This Year" posted Tuesday by MacRumors.