Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

From Dan Gallagher's "Apple Could Stay in Penalty Box on AI Delays" posted Tuesday by the Wall Street Journal.

From "Amazon’s Quest to Displace Google as Internet Ad Powerbroker" ($) posted Tuesday by the Information.

From a note to Evercore clients that landed on my desktop Tuesday.

From Barron's' "Stock Futures Falling as Market Weighs Economic Data, Tariff Fears" posted early Tuesday.

From David Price's "Apple Intelligence was both too early and too late" posted Monday.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

From Gurman's "Apple’s AI crisis will be top of mind at Apple’s Top 100 executive offsite meeting this week." posted Sunday ...

A place for Apple traders and investors to share their best ideas.

From Tina Nguyen's "House GOP subpoenas Big Tech for evidence that Biden made AI woke" posted Friday by The Verge.

"While we get the disappointment from investors and this was not an ideal rollout for Apple Intelligence, we believe this ...