Data center capacity is the very thing that OpenAI requires more of. — CFO Sarah Friar
Read More OpenAI pushes back at the Journal's 'prime clickbait'
NYT: AI will swallow the jobs
19 hours ago
19 hours ago"Whether you talk with engineers, venture capitalists, founders or managers, or with doomers, accelerationists, lefties or libertarians, the so-called San Francisco consensus on the impact of A.I. for workers is bleak."
Excerpts from the notes I've seen. More as they come in.
Read More Apple record Q2 2026: What the analysts are saying
Video clips that caught my eye. More as they come in.
Read More Apple's record Q2 2026: What the talking heads are saying
Premarket: Apple is green
24 hours ago
24 hours agoFrom CNBC's "Stock futures edge higher after the S&P 500 hits a record to wrap April’s trading" posted early Friday.
This quarter was a mixed bag, with best and worst estimates spread more-or-less evenly among the pros and the independents.
“Today Apple is proud to report our best March quarter ever, with revenue of $111.2 billion and double-digit growth across every geographic segment." — Tim Cook,…
Read More Apple delivers another record fiscal quarter — Q2 2026
"The recent acquisition of Globalstar by Amazon provides immediate scale and opens up a new revenue stream for Amazon around connectivity-as-a-service."
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.
Big bets on Apple puts expiring tomorrow
2 days ago
2 days agoApple will report March quarter earnings today after the markets close.
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