"America’s tech giants have seemingly been challenged on the cheap." From Kahn's "Stop Worshiping the American Tech Giants" ...

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 ...