From a note to BofA Securities clients that landed on my desktop Wednesday.
From Omar Sohail's "Apple’s In-House Server Chips Reportedly Entering Mass Production In H2 2026" posted Tuesday by wccftech: ...
From "Stephanie Palazzolo, Amir Efrati and Aaron Tilley's "How Apple is Using Gemini to Give ChatGPT-Like Answers" ($) posted Tuesday.
From Sebastian Mallaby's "This Is What Convinced Me OpenAI Will Run Out of Money" posted Tuesday by the New York Times.
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 "Global Smartphone Shipments Grew 2% YoY in 2025; Apple Emerged as Market Leader" posted Monday by Counterpoint Research ...
"With Apple dependent on Google, there is no way that its agent will be better than Google’s." ...
From a note to Wedbush clients that landed on my desktop Sunday.
"In short, I think Apple has made a good decision here for short term reasons, but I don’t think it’s a short-term decision." ...
A place for Apple traders and investors to share their best ideas.
What's surprising is how many of the features and products he introduced next were disappointments.
From "Apple, Google strike Gemini deal for revamped Siri in major win for Alphabet" posted Monday by Reuters.
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