"There seem to be two clear paths. Join me in playing Choose Your Own AI-Venture, Apple Edition."
A Keen-Eyed Chronicler at the Intersection of Technology, Markets, and Meaning.
"It's the end of an era."
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Alphabet's shares fall off a cliff on Cue's report that AI searches are cutting into Google's.
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"iPhone maker is absorbing $900 million in tariff costs this quarter, but hit to profit margins could still get worse."
"We think the fundamental EPS and multiple impact is low." — Analyst Erik Woodring
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