Should it be Higher?" posted Wednesday by Consumer Intelligence Research Partners.

Excerpts from the notes I've seen. More as they come in.

Apple likely to make investment commitment" posted early Wednesday by Reuters.

From Thompson's "Apple’s AI Strategy, Redux" ($) posted Tuesday by Stratechery.

Soon" posted Monday ...

From a thread posted Sunday on X by the Barron's senior writer and author of "The Nvidia Way." ...

From Kate Conger's "So Long to Tech’s Dream Job" posted Monday by the New York Times.

Zuckerberg is clearly betting that advanced artificial intelligence’s near emergence will finally open the door to a ...

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

How the derivatives market became the tail that wagged the dog.

B revenue" posted Friday.

Videos that caught my eye. More as they come in.