"It’s the tide that lifts all the boats, and the boats being all the products."
"Many engineers and product designers inside Apple have pushed for the company to hold on to more of its cash rather than return it, arguing that the money could be better used on major acquisitions, hiring talent, and expanded research and development."
Read More Mark Gurman: What no more net-cash-zero means for John Ternus
From CNBC's "Warren Buffett praises Tim Cook’s tenure after Steve Jobs: ‘He succeeded a legend’" which aired Saturday.
Read More $185 billion later, Warren Buffett asks Tim Cook to take a bow (video)
A place for Apple traders and investors to share their best ideas.
"Mac Minis have been flying off Apple’s shelves in recent months thanks in part to demand from AI power users for whom it is the must-have computer for private, “always-on” artificial-intelligence agents such as OpenClaw."
"I normally don't cover CEO changes at companies..." (11:08)
Read More Saturday Apple video: Marques Brownlee on the turnover (2026)
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
3 days ago
3 days 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
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