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iPhone in China, Glass Cloth Fiber, and the Grok Debacle - MOSK: 01.15.2026

- IDC Shows Tight Race for Smartphone Dominance in China Last Year - Nikkei Asia: Apple Worried Over Glass Cloth Fiber Supply - MacRumors Makes the C…

1 month, 1 week ago

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A.I. Thoughts, Mac Shipments, and Apple's Creator Bundle - MOSK: 01.14.2026

- Ming-Chi Kuo: Still working on Its Own A.I., Apple Had to Make "Right Now" Google Deal - Sussing the State of the Mac - Pro Level A/V Apps Get Bund…

1 month, 2 weeks ago

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Apple and Google Make an A.I. Deal - MOSK: 01.13.2026

- Counterpoint: iPhone Topped Smartphone Shipments in 2025 - Apple to Base A.I. Models on Google Gemini Models - Cloud Compute and Apple Servers Shou…

1 month, 2 weeks ago

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A Higher AAPL Target + Concerns Around Grok and App Stores - MOSK: 01.12.2026

- Evercore Ups Apple Target on iPhone Strength, Minimal Memory Worry - TSMC Sees Serious Rise in Revenue - India Eyes Total Access to Mobile Operatin…

1 month, 2 weeks ago

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"Save the Dates" for Apple Investors - MOSK: 01.09.2026

- Apple Sets Earnings Report for 29 January - Apple Sets Annual Shareholders Meeting for 24 February - NYT Piece Restarts Talk of Ternus as Apple's N…

1 month, 2 weeks ago

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Apple Card's Got a New Banker - MOSK: 01.08.2026

- JPMogran Chase to Replace Goldman Sachs Backing Apple Card - ChatGPT Health Can Integrate Apple Health Info - AppleInsider Issues Word of Caution A…

1 month, 2 weeks ago

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Is That the iPhone Fold Display at CES? MOSK: 01.07.2026

- Morgan Stanley: From Taiwan with Talking Points - Samsung Shows Off Foldable Display at CES with No Visible Creases - BMX Announces iPhone Storage …

1 month, 3 weeks ago

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India, iPhones, Supply Chains, and Awards - MOSK: 01.06.2026

- Indian iPhone Exports Top $50B Over Five Years - India Exporting Apple Hardware Components to China and Vietnam - Evercore: Dec. App Store Revenue …

1 month, 3 weeks ago

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A Ho-Hum AAPL Rating and an Apple Fitness Push - MOSK: 01.05.2026

- Raymond James Restarts Apple Coverage at Neutral - FT: Apple Vision Pro is Still a Failure Again or Something - AppleInsider Counters the FT/Vision…

1 month, 3 weeks ago

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Analysts See a Happy New Year for Apple - MOSK: 12.31.2025

- Wells Fargo Reiterates Apple Rating on iPhone Strength in China - Wedbush Names Apple a Top-Six A.I. Play in 2026 - TrendForce: Apple Well Position…

2 months ago

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