"Over America’s 250-year history, the economy has absorbed spending on transformation technology equivalent to about 25% of economic output before things get really hairy."
"Bridget Carey explains why Apple couldn’t wait on new Macs, but we keep waiting for the big iPhone event."
Read More CNET: 'Surprise Macs?! This Is Not Apple’s Typical Playbook' (video)
"I also do fun stuff — like timesheets and spreadsheets and pie charts."
Read More Saturday Apple video: Work vs. Home (Get a Mac, 2006)
"It’s the fourth price increase for Apple TV (formerly called Apple TV+) in four years."
"In three decades of investing in this company, I have never seen its prospects look brighter than they do today."
Read More Jerry Doyle: The Street's Bull Case Is Converging Toward $400
"For Nvidia, this past week might have been a turning point."
Read More Barron's: Nvidia's PE today is reminiscent of Apple's 20 years ago
"Edge devices were destined to stop compounding once penetration reached a certain level."
Read More Thesis: AI hardware grows exponentially in two dimensions. Apple devices in only one.
Premarket: Apple is green
2 days ago
2 days agoFrom CNBC's "Stock futures are mixed as investors count down to Warsh’s Jackson Hole address" posted early Friday.
Rotating out of Apple
2 days ago
2 days ago"Investors have frequently rotated from software into chips, and sometimes vice versa, this year. But with both sectors surging ahead of the open Thursday, the money has to be moved somewhere."
"Apple’s iPhone 17 was the world's best-selling smartphone in Q2 2026, capturing 6% of global smartphone unit sales."
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