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 ...

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

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

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

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

Here's what to know" which aired Tuesday.