"If Netflix can reverse its philosophy on ads, there’s no reason Apple can’t do it too." ...

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

Apple will do this. This is sort of ours to grab." ...

B revenue" posted Friday.

Excerpts from the notes that crossed my desk. More as they come in.

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

From "Watershed Moment for AI Revolution," a note to Wedbush clients that landed on my desktop Thursday.

Apple turned in its strongest quarter in years.

From Sankalp Phartiyal's "Apple’s India Exports to Emerge Unscathed From Trump Tariffs, For Now" posted Thursday by Bloomberg ...

From "Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful" posted Wednesday by Bloomberg.

"By the end of this year, Meta, Amazon, Microsoft, Google and Tesla will have spent over $560 billion in capital expenditures ...

"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some ...