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 ...

"It’s good to see that Apple is extending this service beyond its walled garden at all." ...

"In the last tariff cycle, Apple was able to get an exception for the iPhone." — Analyst Wamsi Mohan ...

From Barron's' "Stock Futures Falling as China Retaliates Against Trump Tariffs" posted early Tuesday.

From Nauman Khan's "Apple Shares Plunge Over 3% as New 10% China Tariff Takes Hold" posted Tuesday by gurufocus.

Here's what to know" which aired Tuesday.

From Sarah Perez' "Hot Tub, the first native iPhone porn app, arrives in EU" posted Monday by TechCrunch.

From "Global smartphone market soared 7% in 2024 as vendors prepare for tricky 2025" posted Monday.

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

From Brian Swint's "Trump Tariffs Cause Stock Market Chaos. Why Wall Street Didn’t Act on Warnings" posted Monday by Barron's ...

Growth of 150 million over previous year. Consistent with historic trend that traces back to 2009" posted Friday on Mastodon.