Probably the biggest one is that Tim Cook isn’t leaving the company. If Ternus needs to ask him a question like “How do I get Eddy Cue to dial it back a bit?”, he can just walk into his office.
Read More Macalope: Three reasons Apple's CEO switch has been so chill
19 hours ago“Apple’s ability to secure silicon and memory to meet iPhone demand has resulted in share gains." — Analyst David Vogt
21 hours agoOpenAI's CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth.
"The Ternus pick is Apple admitting — structurally — that they cannont win a software race in the age of AI." — Nate B Jones
Read More Nate B. Jones: Apple has made a hardware bet against cloud AI (video)
23 hours agoFrom Reuters' "US stock index futures fall as Middle East stalemate keeps oil risks in focus" posted early Tuesday.
2 days ago"Compared to the total amount of Apple TV shows, which is far less than something like Netflix, the chance of those shows being good is very, very high."
2 days agoFour days before March quarter earnings.
"We expect strong results as the Street continues to underestimate what 2026 is going to bring for Apple."
"Looking ahead, we believe Apple has memory costs well under control based on its recent product launches, where it raised prices modestly on higher-end products while keeping prices flat on budget-friendly devices."
Read More Evercore: iPhone revenues grew 20%-plus in the March quarter
"Users are not trying to use a pile of apps. They are trying to get tasks done and fulfill needs through the phone."
Read More Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone
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