From CNBC's "Dow futures drop 300 points as regional bank worries fuel market sell-off" posted early Friday.
A rift among Silicon Valley liberals
3 weeks ago
3 weeks agoFrom Heather Knight's "‘Godfather of Silicon Valley’ Quits Board Over Benioff’s Backing of Trump" posted Thursday by the New York Times.
"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
3 weeks ago
3 weeks agoThe eighth entry in the "If you were a consultant who had Tim Cook's ear" series.
"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
3 weeks ago
3 weeks 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
Apple 3.0: Dear Tim, from David Emery4 weeks ago
4 weeks agoThe seventh entry in the "If you were a consultant who had Tim Cook's ear" series.
17 Comments