News

"Welcome to the Apple Walled Garden: privacy, security, and seamless continuity, in exchange for a little thing called control." — Tommo_UK ...
From a note to J.P. Morgan clients that landed on my desktop Monday.
"The bottom line is iPhone is the most important part of the business, and results have been lumpy over the past couple of ...
A place for Apple traders and investors to share their best ideas.
From Sabih Khan's Initial Statement of Beneficial Ownership of Securities filed Friday with the SEC.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.] ...
From "Apple can't play on the sidelines in AI race, says Needham's Laura Martin" which aired Friday on CNBC.
From Colby Smith's "Trump Spars With Powell Over Fed’s Costly Renovations in Rare Visit" in Friday's New York Times.
From a note to J.P. Morgan clients that landed on my desktop Friday.
From Foo Yun Chee's "No plans to get Big Tech to pay digital law compliance costs, EU tech chief says" posted Wednesday by ...
From Mike Scarcella's "Apple cites Supreme Court's birthright ruling in fight over Epic Games injunction" posted Wednesday by ...