News

A place for Apple traders and investors to share their best ideas.
From Gary Marcus' "Seven replies to the viral Apple reasoning paper – and why they fall short" posted Thursday by Marcus on ...
From "Apple’s Upgrades to CarPlay, iPad and Vision Pro Outshine Liquid Glass" potsed Sunday by Bloomberg Technology.
From Kimberly Kao's "Apple's iPhones Top Smartphone Sales in China" posted Friday by MarketWatch.
From "Apple Execs Defend Siri Delays, AI Plan and Apple Intelligence" posted Tuesday by the Wall Street Journal.
Foxconn sends 97% of India iPhone exports to US as Apple tackles Trump's tariffs" posted Friday by Reuters.
From Gurman's "Apple Targets Spring 2026 for Release of Delayed Siri AI Upgrade" posted Thursday by Bloomberg.
The Apple Investors Conference, I kept thinking about two predictions made by analysts I interviewed.
Jobs actually wasn’t the Stanford graduating class’s top choice. The four senior copresidents polled the class, and number ...
From David Gerwirtz's "How Apple just changed the developer world with this one AI announcement" posted Tuesday by ZDNet.
Horace Dediu will do the heavy lifting. I'll be interviewing Apple analysts and giving a presentation about AAPL in the Trump era.
Why Spending Millions on Blockbusters Like ‘F1’" posted Wednesday by Variety.