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

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

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

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

From Ed Harvey's "iPhone rakes in 3 times the revenue of any rival" posted Monday by Cult of Mac.

Soon" posted Monday ...

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

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 ...

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.

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