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." ...

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

From Gurman's "Power On" column, posted early Sunday to Bloomberg Technology subscribers.

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

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

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

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

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

B revenue" posted Friday.

Apple turned in its strongest quarter in years.