"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
Tim Cook stuck to his knitting
8 hours ago
8 hours 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."
Premarket: Apple is green
8 hours ago
8 hours agoFrom Reuters' "Wall St futures edge up on Mideast deal hopes; healthcare in focus" posted early Monday.
"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
"Oh it's a review of you... Apparently you are the finest desktop PC on the market at any price."
Read More Saturday Apple video: Wall St. Journal (Get a Mac 2006)
Among the reported donors for various Trump projects: Softbank ($50 million), Meta ($32 million), Microsoft ($10 million), Amazon ($5 million).
Excerpts from the notes that caught my eye. More as they come in.
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