News

From the Macalope's "Those Apple AI rumors aren’t all that Perplexing when you think Intelligently about it" posted Tuesday by Macworld.
It's been five years since Tim Cook's Apple Silicon announcement, and over a decade of rumors. Here's how the whole saga started, how it launched, ...
A fresh look — using Clay Christensen's framework of sustaining versus disruptive innovation — at the impact of AI on Apple, ...
From Barron's' "Stock Futures Surge, Oil Plunges as Israel Agrees Ceasefire With Iran" posted early Tuesday.
If Apple really is circling names like Perplexity, Cohere, Mistral, and Databricks -- that’s not just a feature acquisition ...
From Hayden Field's "OpenAI and Jony Ive’s ‘io’ brand has vanished, but their AI hardware deal remains" posted Sunday by The ...
"Buying a multibillion-dollar AI company would represent a radical shift away from Apple’s conservative M&A strategy." ...
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
A place for Apple traders and investors to share their best ideas.
For the music video version of McCartney's "Dance Tonight" (featuring the ghost of Natalie Portman), click here.
From Alex Kantrowitz' "Why Apple Must Buy Perplexity" mailed Friday to Big Technology subscribers.
From "The gap between $AAPL and $NVDA Free Cash Flow is narrowing down" posted Friday on X by Value Sense.