From Cybart's "A Different Sales Proposition for Apple Vision Pro?" posted Friday to Above Avalon subscribers.
From a note to Evercore clients that landed on my desktop Friday.
From CNBC's "Stock futures are little changed ahead of jobs report, potential tariff ruling" posted early Friday.
From Dave James' "Dell's CES 2026 chat was the most pleasingly un-AI briefing I've had in maybe 5 years" posted Tuesday by ...
From "FY 26 First Quarter Results" posted Tuesday by Apple Investor Relations.
From CNBC's "Stock futures fall, with the Dow and S&P 500 set to pull back further from record highs" posted early Thursday.
The Partnership That Built Modern Semiconductors" posted Thursday by SemiAnalysis.
From William Gavin's "How Alphabet surpassed Apple to become the second-most valuable company in the world" posted Wednesday by MarketWatch.
"Apple’s foldable iPhone will reportedly feature a crease-free display, so some future iteration of this concept panel may be used in the design." ...
From "Where Are America's Leaders?" posted Tuesday by Robert Reich and Inequality Media Civic Action.
A place for Apple traders and investors to share their best ideas.
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.] ...
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