"Revenue grew at double-digit percentage rate in the 12 months through March."
"Apple is not an investment story. Apple is not a finance story. Apple is all about long-term advantage acquired by investing in hardware and customer experiences."
Read More Nate B. Jones: Apple is playing a 20 to 30-year AI game (video)
"They used a high-margin cash generation machine to fund a low-margin leasing business — and took on the balance-sheet risk OpenAI didn't want to carry."
Read More Apple-AI enthusiast Errol Brandt looks forward to Oracle's comeuppance
1 day ago"Though this focus sometimes led critics to allege that Cook was the wrong man for the job, in each case, he got the last laugh."
2 days ago"My initial impression is that Apple Upgrade could help power the company’s next trillion."
A place for Apple traders and investors to share their best ideas.
"For Ellison, it was the capstone of a mad two-year scramble to transform Oracle into an A.I. juggernaut."
Read More NYT: The day Trump put Larry Ellison in charge of AI
“This AI thing better work out because if it doesn’t ... we’re going to have a problem.” — Apollo Global Management's Torsten Slok











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