"For Ellison, it was the capstone of a mad two-year scramble to transform Oracle into an A.I. juggernaut."
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“This AI thing better work out because if it doesn’t ... we’re going to have a problem.” — Apollo Global Management's Torsten Slok
"Oh it's a review of you... Apparently you are the finest desktop PC on the market at any price."
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WSJ: Apple gave $25 million for Trump's ballroom
18 hours ago
18 hours agoAmong the reported donors for various Trump projects: Softbank ($50 million), Meta ($32 million), Microsoft ($10 million), Amazon ($5 million).
Excerpts from the notes that caught my eye. More as they come in.
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The videos that caught my eye. More as they come in.
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Premarket: Apple is red
1 day ago
1 day agoFrom Barron's' "Stock Futures Jump as Tech Rally Shrugs Off Apple Earnings" posted early Friday.
The independents this quarter gave a drubbing to the handful of professional analysts who are still willing to play.
Strong products, weak services and a disappointment in China sent the stock even further down in after-hours trading. iPhone sales were great and Mac sales even…
"Apple delivered its strongest-ever second quarter, shipping 55.1 million units (+23% YoY) to achieve a record 20% market share during what is traditionally its weakest seasonal quarter."
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