"The United States is short power. We're short compute. We're short chips... I actually believe a new asset class will be buying futures of compute."
Read More BlackRock's Larry Fink: 'We just don't have enough compute'
"Until then, maybe think twice before answering a call on your iPhone."
Read More Fast Company: Apple must fix iPhone call recording
"Apple’s Tim Cook, who is also joining this China trip, has been a bit of an exception to the volatility rule, always keeping close enough to Trump to remain in his good graces, but never asking so much as to overextend his social capital."
Read More Trump's China trip: Apple and X are in, Nvidia is out
Premarket: Apple was red, turned green
8 hours ago
8 hours agoFrom Barron's' "Markets Drop Ahead of CPI Inflation Report as U.S.-Iran Stalemate Continues" posted early Tuesday.
"There’s never been a semiconductor boom that’s not followed by a semiconductor bust. Never. And they know it."
Read More Horace Dediu: How Apple can turn the memory crisis to its advantage
Apple competes with Apple
1 day ago
1 day ago"Why would you buy a $349 iPad and a $249 keyboard when you can just get a MacBook Neo – with double the storage?"
"The second mouse often gets the cheese." — Analyst Richard Kramer
"And then Steve burst into tears."
Read More Excerpt from Geoffrey Cain's 'Steve Jobs in Exile'
From Barron's' "Markets Fall After Trump Slams Iran Peace Proposal. Stock Futures Slip, Oil Soars." posted early Monday.
"Mark Gurman claims Apple dissolved the Vision Products Group in 2025, but that contradicts the fact that this group is still active and hiring new employees as of April 27 2026." —Asymco's Horace Dediu
Read More Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro
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