"The US consumer electronics company’s rally has been driven as much by strong demand for its products as its decision to sit out the AI spending race that is sapping cash flows at big tech rivals."
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]
2 hours ago
