WSJ: Sam Altman's AI math doesn't add up

OpenAI's CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth.

12 Comments

Nate B. Jones: Apple has made a hardware bet against cloud AI (video)

4 weeks ago

Published April 28, 2026 by Philip Elmer-DeWitt

Nate B. Jones: Apple has made a hardware bet against cloud AI (video)

"The Ternus pick is Apple admitting — structurally — that they cannont win a software race in the age of AI." — Nate B Jones

33 Comments

Premarket: Apple is green

4 weeks ago

Published April 28, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "US stock index futures fall as Middle East stalemate keeps oil risks in focus" posted early Tuesday.

High praise for Apple TV

"Compared to the total amount of Apple TV shows, which is far less than something like Netflix, the chance of those shows being good is very, very high."

Big bet on Apple puts

Four days before March quarter earnings.

Apple leads Daniel Ives' Mag 7 earnings roundup

"We expect strong results as the Street continues to underestimate what 2026 is going to bring for Apple."

3 Comments

Evercore: iPhone revenues grew 20%-plus in the March quarter

4 weeks ago

Published April 27, 2026 by Philip Elmer-DeWitt

Evercore: iPhone revenues grew 20%-plus in the March quarter

"Looking ahead, we believe Apple has memory costs well under control based on its recent product launches, where it raised prices modestly on higher-end products while keeping prices flat on budget-friendly devices."