"Just weeks ago, he was appointed head of a team called Answers, Knowledge and Information." — Mark Gurman
Read More Another week, another AI guy leaving Apple for Meta
"Carriers are pushing subscribers into top-tier plans, locking them into premium pricing long-term."
Read More Counterpoint: U.S. phone carriers battle hard for Apple's high-value customers
Apple 3.0: Dear Tim, from Horace Dediu
10 hours ago
10 hours agoThe eighth entry in the "If you were a consultant who had Tim Cook's ear" series.
Counterpoint: Apple had a good September quarter
11 hours ago
11 hours ago"Apple’s global shipments increased by 9% YoY in Q3 2025, the fastest among the top five brands."
"The outlook hike was striking given Taiwan’s biggest company last raised its guidance just three months ago, igniting a rally that’s tacked on more than $260 billion to its market value."
Read More Apple's go-to chipmaker raises its guidance — again
Premarket: Apple is green
12 hours ago
12 hours agoFrom Barron's' "Markets Positive as AI Rally Eclipses China Trade Fears. Stock Futures Rise." posted early Thursday.
"The new silicon will provide improved graphics performance and performance for AI workloads at the edge, along with faster storage and improved battery life." — Analyst Amit Daryanani
The seventh entry in the "If you were a consultant who had Tim Cook's ear" series.
"With up to 3.5x more performance for AI workflows, faster storage, up to a phenomenal 24 hours of battery life, and macOS Tahoe, the 14-inch MacBook Pro gets even better." — Apple PR
"Latency is not just inconvenience, but a kind of invisible tax on humanity’s time." — Friend-of-the-blop Anice Hassim
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