Apple's iPhone shipments in China declined by 9% YoY in Q1 2025. Read why I encourage investors to sell AAPL stock positions ...

Apple has reportedly increased production of iPhones and iPads in the second quarter of this year as a precautionary move amid rising trade tensions between the US and China.

Visibility around semiconductors and related products is extremely low due to fluctuating tariffs, making it a challenging ...

Longtime readers of this weekly effort may recall my affection for the word "woodenheadedness". It comes from The March of Folly, Barbara Tuchman's 1984 book about "the pervasive presence… of failure, ...