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VOICE ARCHIVE

Rolfe Winkler

@rolfewinkler
59 posts
2026-02-24
And btw, Apple is moving some Mac Mini assembly to Houston later this year. Not soon enough for all the OpenClaw people maybe. https://www.wsj.com/...
2026-02-24 View on X
New York Times

How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans

Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …

Apple gave The Journal an exclusive tour of partner facilities to show how it is helping reshore chip manufacturing. Fascinating to learn how this process works. Hopefully I've made it half-way understandable! https://www.wsj.com/...
2026-02-24 View on X
Wall Street Journal

Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years

The company will move some production of the desktop computer to Foxconn facility in Texas  —  Apple will move some production …

And btw, Apple is moving some Mac Mini assembly to Houston later this year. Not soon enough for all the OpenClaw people maybe. https://www.wsj.com/...
2026-02-24 View on X
Wall Street Journal

Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years

The company will move some production of the desktop computer to Foxconn facility in Texas  —  Apple will move some production …

And btw, Apple is moving some Mac Mini assembly to Houston later this year. Not soon enough for all the OpenClaw people maybe. https://www.wsj.com/...
2026-02-24 View on X
Wall Street Journal

A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions

The iPhone maker wants more supply based in U.S., which remains years behind Asia Share Resize 5 Listen (2 min) You may also like Checkbox Embed code copied …

Apple gave The Journal an exclusive tour of partner facilities to show how it is helping reshore chip manufacturing. Fascinating to learn how this process works. Hopefully I've made it half-way understandable! https://www.wsj.com/...
2026-02-24 View on X
New York Times

How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans

Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …

Apple gave The Journal an exclusive tour of partner facilities to show how it is helping reshore chip manufacturing. Fascinating to learn how this process works. Hopefully I've made it half-way understandable! https://www.wsj.com/...
2026-02-24 View on X
Wall Street Journal

A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions

The iPhone maker wants more supply based in U.S., which remains years behind Asia Share Resize 5 Listen (2 min) You may also like Checkbox Embed code copied …

2026-01-30
Apple CFO Kevan Parekh put Apple's huge sales figure in perspective for me by noting that for ALL of fiscal 2025 the company grew revenue $25 billion. This quarter alone revenue was up $20 billion. Lots of upgrades to the iPhone 17.
2026-01-30 View on X
CNBC

Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% YoY to $42.1B, and EPS of $2.84, above $2.67 est.

Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis.

Apple shares up just 1% after blowout sales. Investors likely waiting for commentary about spiking prices for components (DRAM, NAND, etc) and how that will impact margins.
2026-01-30 View on X
Apple

Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B

All-time records for total company revenue and EPS  —  iPhone and Services revenue reach new all-time highs

Apple CFO Kevan Parekh put Apple's huge sales figure in perspective for me by noting that for ALL of fiscal 2025 the company grew revenue $25 billion. This quarter alone revenue was up $20 billion. Lots of upgrades to the iPhone 17.
2026-01-30 View on X
Apple

Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B

All-time records for total company revenue and EPS  —  iPhone and Services revenue reach new all-time highs

Apple shares up just 1% after blowout sales. Investors likely waiting for commentary about spiking prices for components (DRAM, NAND, etc) and how that will impact margins.
2026-01-30 View on X
CNBC

Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% YoY to $42.1B, and EPS of $2.84, above $2.67 est.

Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis.

2026-01-29
Apple CFO Kevan Parekh put Apple's huge sales figure in perspective for me by noting that for ALL of fiscal 2025 the company grew revenue $25 billion. This quarter alone revenue was up $20 billion. Lots of upgrades to the iPhone 17.
2026-01-29 View on X
CNBC

Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% to $42.1B, and China net sales up 38% to $25.53B

Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis.

Apple CFO Kevan Parekh put Apple's huge sales figure in perspective for me by noting that for ALL of fiscal 2025 the company grew revenue $25 billion. This quarter alone revenue was up $20 billion. Lots of upgrades to the iPhone 17.
2026-01-29 View on X
Apple

Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B

All-time records for total company revenue and EPS  —  iPhone and Services revenue reach new all-time highs

Apple shares up just 1% after blowout sales. Investors likely waiting for commentary about spiking prices for components (DRAM, NAND, etc) and how that will impact margins.
2026-01-29 View on X
CNBC

Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% to $42.1B, and China net sales up 38% to $25.53B

Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis.

2025-06-14
$305m, quite a bit more than the $40m she offered in her last bid before the bankruptcy.
2025-06-14 View on X
Wall Street Journal

23andMe says TTAM Research Institute, a nonprofit backed by Anne Wojcicki, is the new buyer for the company's assets, offering $305M and topping Regeneron's bid

Wall Street Journal :

2025-05-24
Apple currently faces a 20% tariff out of China and 0% out of India, per Wamsi Mohan at BofA.
2025-05-24 View on X
CNBC

Trump says a 25%+ tariff “must be paid by Apple” on iPhones not made in the US, and he told Tim Cook long ago that iPhones sold in the US must be made in the US

will other tech companies face the heat? Here's what the US President said The Economic Times : Trump threatens 25% tariff on iPhones not made in US, targets India production Scott...

Apple currently faces a 20% tariff out of China and 0% out of India, per Wamsi Mohan at BofA.
2025-05-24 View on X
Bloomberg

President Trump says that the tariffs he has threatened against Apple would also be aimed at “Samsung and anybody that makes that product”

“It would be more,” Trump said when asked at the White House whether his tariff threat would only apply to Apple.

2025-05-23
Apple currently faces a 20% tariff out of China and 0% out of India, per Wamsi Mohan at BofA.
2025-05-23 View on X
CNBC

Trump says a 25%+ tariff “must be paid by Apple” on iPhones not made in the US, and he told Tim Cook long ago that iPhones sold in the US must be made in the US

President Donald Trump said in a social media post Friday morning that Apple will have to pay a tariff of 25% …

2024-09-29
Not every day a founder livestreams FBI agents serving a search warrant for her smartphone. Video at the bottom of the story.
2024-09-29 View on X
Wall Street Journal

A look at telehealth startup Done Global, whose owner was arrested by the US in June for allegedly running a “pill mill”, as it continues to operate from China

Rolfe Winkler / Wall Street Journal : X: @wsj , @laurenbalik , @stephpstrong , @rolfewinkler , @jchengwsj , @jchengwsj , @jchengwsj , @heathernauert , @dseetharaman , @rolfewinkle...

The founder of what Feds allege is an Adderall “Pill Mill” couldn't get Americans to execute her aggressive plans, so she moved the company to China. Its 60k+ patients have no idea. Seven criminally charged but co still in biz b/c too big to shut down. https://www.wsj.com/...
2024-09-29 View on X
Wall Street Journal

A look at telehealth startup Done Global, whose owner was arrested by the US in June for allegedly running a “pill mill”, as it continues to operate from China

Rolfe Winkler / Wall Street Journal : X: @wsj , @laurenbalik , @stephpstrong , @rolfewinkler , @jchengwsj , @jchengwsj , @jchengwsj , @heathernauert , @dseetharaman , @rolfewinkle...

2024-09-28
The founder of what Feds allege is an Adderall “Pill Mill” couldn't get Americans to execute her aggressive plans, so she moved the company to China. Its 60k+ patients have no idea. Seven criminally charged but co still in biz b/c too big to shut down. https://www.wsj.com/...
2024-09-28 View on X
Wall Street Journal

A look at telehealth startup Done Global, whose owner was arrested by the US in June for allegedly running a “pill mill”, as it continues to operate from China

Rolfe Winkler / Wall Street Journal : X: @dseetharaman , @jchengwsj , @laurenbalik , @heathernauert , @jchengwsj , @jchengwsj , @rolfewinkler , @rolfewinkler , @stephpstrong , and...