Because we spent most of our session on other matters, I'm re-posting Laura's questions and Horace's answers below.

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Previous Post Gene Munster says the Apple-Gemini deal could be worth $5B, not $1B, to Google ...

From "Apple sits out AI arms race to play kingmaker between Google and OpenAI" ($) posted Thursday by the Financial Times.

From Ryan Vlastelica's "Apple and Tech Hardware Stocks Face ‘Crisis’ as Memory Prices Soar" posted Thursday by Bloomberg.

From Omar Sohail's "Apple’s In-House Server Chips Reportedly Entering Mass Production In H2 2026" posted Tuesday by wccftech: ...

From a note to BofA Securities clients that landed on my desktop Wednesday.

From "Apple introduces Apple Creator Studio, an inspiring collection of the most powerful creative apps" posted Tuesday on ...

From "Global PC shipments grew 9% in 2025 but memory and storage supply issues threaten 2026 outlook" posted Monday by Omdia.

From "Stephanie Palazzolo, Amir Efrati and Aaron Tilley's "How Apple is Using Gemini to Give ChatGPT-Like Answers" ($) posted Tuesday.

From "Global Smartphone Shipments Grew 2% YoY in 2025; Apple Emerged as Market Leader" posted Monday by Counterpoint Research ...

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