National Public Radio has an article picking up an article from another press outlet that "that 'sources with Taiwan-based component suppliers' say Apple now plans to ship between 20 and 21 million iPhones in first-quarter 2011, up from an earlier goal of 19 million, and that 5 to 6 million of the units will be 'CDMA iPhones,'" compatible with the Verizon Wireless network.
If a reporter gets sources to provide this information for the purpose of making money by selling advertising or subscriptions, the government seems to have no problem with it — in fact, the government even provides some funding to National Public Radio to distribute the information. But if an investor gets sources to provide this information for the purpose of making money by trading in Apple stock, it's "insider trading," at least according to the FBI. The NPR article makes no mention of the "insider trading" aspect.
One might draw a distinction based on the notion that the investors paid their sources via a consulting firm, while most journalists do not pay their sources. But some journalists do pay sources, or make other financial arrangements tantamount to payment (purchase photos or film footage, pay "expenses," etc.) So it seems like a weak distinction to me.