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
5 months ago
5 months agoFrom the Wall Street Journal's "Investors Eye U.S.-China Trade Talks; Dow Futures Waver" posted early Tuesday.
Apple's WWDC25: What the analysts are writing
5 months ago
5 months agoExcerpts from the notes I've seen. More as they come in.
The videos that caught my eye. More as they come in.
Virtually live from Apple's WWDC 2025 keynote
5 months ago
5 months agoThis is me, typing as fast as I can. All times Eastern.
Apple analysts walking up to WWDC25 (videos)
5 months ago
5 months agoThe pre-show videos that caught my eye. More if they come in.
GE. Nokia. Apple?
5 months ago
5 months 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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