As I drove home yesterday from an Apple investors conference in Boston, I kept thinking about two things our guest analysts said.
Horace Dediu will do the heavy lifting. I'll be interviewing Apple analysts and giving a presentation about AAPL in the Trump era.
Read More Headed to Boston for ACTIVE: The Apple Investor Conference
Premarket: Apple is green
2 weeks ago
2 weeks agoFrom the Wall Street Journal's "Investors Eye U.S.-China Trade Talks; Dow Futures Waver" posted early Tuesday.
Excerpts from the notes I've seen. More as they come in.
The videos that caught my eye. More as they come in.
This is me, typing as fast as I can. All times Eastern.
Apple analysts walking up to WWDC25 (videos)
2 weeks ago
2 weeks agoThe pre-show videos that caught my eye. More if they come in.
GE. Nokia. Apple?
2 weeks ago
2 weeks ago"The answer is unlikely to emerge during Apple’s annual Worldwide Developers Conference that starts on June 9th."
"I don't think we're going to hear a ton about AI." — Toni Sacconaghi
Read More Look who CNBC brought on for its Apple WWDC walkup
"Through extensive experimentation across diverse puzzles, we show that frontier LRMs face a complete accuracy collapse beyond certain complexities." — Apple Machine Learning
Read More Apple researchers trash AI 'reasoning' models on the eve of WWDC
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