B revenue" posted Friday.

Videos that caught my eye. More as they come in.

Excerpts from the notes that crossed my desk. More as they come in.

From "Watershed Moment for AI Revolution," a note to Wedbush clients that landed on my desktop Thursday.

From Sankalp Phartiyal's "Apple’s India Exports to Emerge Unscathed From Trump Tariffs, For Now" posted Thursday by Bloomberg ...

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.

From "Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful" posted Wednesday by Bloomberg.

"By the end of this year, Meta, Amazon, Microsoft, Google and Tesla will have spent over $560 billion in capital expenditures ...

From Ryan Vlastelica's "Apple Rebound Looks Elusive as AI Woes Draw Investor Scrutiny" posted Thursday.

"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some ...

The independents are more bullish than the pros, as usual, but not by much.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...