"While Nvidia remains in our top tech names into 2026, there are 5 AI-focused names that we believe will be front and center heading into ...

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.] ...

From Ruffin Prevost's "Can Apple’s AirPod Translation Get You Through Tokyo? We Tested It." (free) in Saturday's Times.

"Quibble with me if you like, but I’d argue that under the leadership of McMillon, Buffett, and Cook, these three companies have redefined how to do chicken right." ...

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

"Apple and Samsung are best positioned to weather the next few quarters. But it will be tough for others that don’t have as much wiggle room to manage market share versus profit margins." — Analyst ...

"On average lead times are tracking at ~5 days, which is ahead of lead times of 3 days in Wk14 of the prior year." — Analyst Samik Chatterjee ...

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.] ...

A meaningful number of developers and users just don't want to deal with extra hassle, and are willing to eat costs for convenience.

"The claim that Samsung "plans to produce 11 million OLED units next year for Apple's foldable ‌iPhone‌" does not reflect the facts." — PR agency representing Samsung.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.] ...

Currently, nearly all GenAI chatbots are designed to keep interactions going for as long as possible. In improv circles, it's called "yes, and..."-ing, and it's a… ...