News

How the derivatives market became the tail that wagged the dog.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
Excerpts from the notes that crossed my desk. More as they come in.
From "Watershed Moment for AI Revolution," a note to Wedbush clients that landed on my desktop Thursday.
From "Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful" posted Wednesday by Bloomberg.
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.
"By the end of this year, Meta, Amazon, Microsoft, Google and Tesla will have spent over $560 billion in capital expenditures ...
"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some ...