News

How the derivatives market became the tail that wagged the dog.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
From "Watershed Moment for AI Revolution," a note to Wedbush clients that landed on my desktop Thursday.
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.
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.
"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 ...
From Yoni Heisler's "Apple Blasts Department Of Justice Over iPhone Monopoly Lawsuit" posted Wednesday by BGR.
Excerpts from the pre-earnings notes that have landed on my desk. More as they come in.