Link to: https://sixcolors.com/post/2026/04/apple-results-analysis-net-net-over-the-moon/
Tim Cook’s Clever Solution to the Tariff Refund Puzzle
One more from Jason Snell, from his analysis of Apple’s quarterly results:
During a complicated question from J.P. Morgan analyst Samik
Chatterjee about product margins, Parekh unusually half-answered
the question and then stopped and “turned it over to Tim” so that
Apple results analysis: Net-net over the moon
This is Tim (and John and Kevan): Complete transcript of Apple’s Q2 2026 financial call
Apple execs to talk China and tariffs, but will avoid discussing foldable iPhone, per traders on Kalshi
Apple stages sharpest rally in 9 months as execs cite iPhone, Mac demand in boosting guidance
Apple proves once again it is the ultimate cash machine. How to trade the stock from here
