From Reuters' "US futures muted as traders await data after federal reopen" posted Early Thursday.
From "Apple's minimal AI spend may lead to big gaps in competition, says Big Technology's Alex Kantrowitz" which aired Tuesday on CNBC.
Read More CNBC: Apple's minimal AI CapEx spend — pro and con (video)
Apple as AI safe harbor
3 days ago
3 days agoLight footprint, fortress balance sheet, massive cash reserves.
"There is this positive feel for Apple that they don’t have to answer the big question that everybody else does, which is: What is the return on your invested capital in all of these other areas?" — Zack's Brian Mulberry
Read More Apple's CapEx strategy is working to its advantange. Finally.
Premarket: Apple was green, turned red
3 days ago
3 days agoFrom CNBC's "Stock futures rise slightly after record-setting day for Dow" posted early Wednesday.
"Do you know what Google would give to have this market share on this model alone?"
Read More Tech Dad: Apple trimming 1M units doesn't make the iPhone Air a bust (video)
"The biggest spenders on GenAI infrastructure are already seeing real world improvements in their revenue growth and costs." — Analyst Laura Martin.
Read More Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.
"Apple says that when stretched, the open textile allows the users to peak at their iPhone display, meaning you'll be able to check notifications without removing your phone from the Pocket."
Read More New from Apple: A $230 pleated sock to carry your iPhone
Premarket: Apple is green
4 days ago
4 days agoFrom Reuters' "US futures retreat as tech concerns resurface" posted early Tuesday.
The Information: iPhone Air 2.0 on hold
5 days ago
5 days ago"Apple has stopped short of canceling the next iPhone Air, internally code-named V62, and some Apple engineers and manufacturing partners are still working on it."
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