"Microsoft is betting on an effort to generate power from atomic fusion — the collision of atoms that powers the sun — a breakthrough that has eluded scientists for the past century. Physicists predict it will elude Microsoft, too."
"I ultimately believe that Apple is in a great position in terms of where they're at with regulators."
Read More Gene Munster: Ignore the Apple-vs.-EU headlines (video)

"Apple is wisely carving its own path and (mosly) ditching the work of pioneers."
"Apple has played its hand quite remarkably over the last few weeks. It's amazing. They went from AI laggard to almost the gatekeeper in the space." — CNBC's Deirdre Bosa
Read More Will Apple commoditize the generative AI models? (video)
"We don’t see a significant impact to the upgrade cycle." — Analyst Samik Chatterjee
Read More J.P. Morgan: 'Will EU DMA Impact the AI Upgrade Cycle?'
And the Street is just starting to get it.
Read More Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution

"Tim Cook may think taking a stand against European bureaucrat-in-chief Margrethe Vestager is worth the cost of lost iPhone sales. If that’s what Cook is thinking, he should be applauded."
From "Moor Insights' Patrick Moorhead talks mega cap AI trades" which aired Thursday on CNBC.
Read More It's Nvidia, Microsoft, Apple and everybody else (video)
"Apple has held talks with several Chinese companies."
Read More WSJ: Apple desperately seeking AI models made in China
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