David Wilson on Tata in trouble - 'I meant, “Tata for now…” '
on Tata in trouble - 'The subheading and text are both wrong. Subheading: Tata WAS leaking contaminants, not IS. The company and government both confirmed the issue has been resolved. Tata is not leaking documents, they were stolen. There’s a big difference. Body text: “Tata faces scrutiny ” is also wrong. Case has been closed. When something from the past that has been resolved is presented as something in the present (implying unresolved), they usually do so on purpose. Let me take a wild guess and say it’s to generate clicks? No, probably just an honest mistake 😉'
on Tata in trouble - 'This is the same song by the same band but different stage. Tata is also the owner of Jaguar Landrover (JLR), which in 2025 had an epic security breach. JLR was using Tata’s own in-house cyber security services, Tata Consultancy Services, which seem to be as bad as they come. Production was shut down for weeks, costing JLR over $500M.'
on Why Eddy Cue launched Apple TV witout any licensed content - 'Usually after pointing them out he fixes them. Didn’t have time to send him a private email which I have done in the past. And if I see a typo in my own comments I only have 5 minutes after posting to rectify them. Wish I could edit them for a longer time.'
on Premarket: Apple is red - 'As Gregg points out above, it hasn’t been a good day so far for equities. The NASDAQ Composite remains down 1.87% as we approach noon in New York. The S&P 500 is off 1.28% 60% of index components are in the red on the day at this moment in time. Bucking today’s market selloff, Big Blue ain’t singin’ the blues this morning. The shares are up $11.39 or 4.51% at $263.07 as this quantum computing play received an upgrade from JPMorgan. Tech is experiencing quite a sell-off today as data center supplier Vertiv Holdings, for example, is off 10.13% at $321.68. NVIDIA is down 3.50% at $201.34 and Arista Networks is in the red 7.74% at $161.04. Apple is in the green $0.74 at $297.75. Let’s see what happens in afternoon trading…'
on Why Eddy Cue launched Apple TV witout any licensed content - 'All because PED is witout aa copy editor – those days are long gone! Forgive him his typos, as he forgives ours! 😉'
on Why Eddy Cue launched Apple TV witout any licensed content - 'Quality is right. In % I enjoy more Apple shows than any other service. I go ATV+ first.'
on WSJ: Apple owns the best smartphone customers, takes most of the profits - 'Co-author Jiyoung’s last name up top is misspelled, Mr. Philip. It’s just Sohn.'
on Premarket: Apple is red - 'Corning is a major supplier of Apple’s, and has absolutely no connection whatsoever to “AI”. With GLW showing strength as a major supplier to Apple you might expect strength in AAPL, but no, the only strength AAPL is showing is resistance to NASDAQ weakness. Could the NASDAQ’s major selloff today be a reflection of an “AI” selloff, only impacting AAPL on the periphery? NVDA had been down this morning by as much as ~$6.80 -3.30% (more than the NASDAQ’s implosion). That represents an aggregate decline in NVDA of about 14.2% since its recent ATH. It should be noted that NVDA has traded even lower in recent days printing 3 days of intraday lows in the $199’s earlier this month.'
on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'You say Ives needs a ‘Steve Jobs’ to guide? Well in this case that Steve Jobs was Ferrari. Ferrari, a sophisticated brand, was the client who commissioned Love From as their consultant. Ferrari was involved from inception to completion and along the way Ferrari’s ethos, without doubt, would have been conveyed to Love From. There is no way that Love From designed this in isolation and without Ferrari’s blessing. Ferrari would have commissioned them on a well considered and comprehensive design brief, backed up with market analysis. It’s their brand and their intention – it was Ferrari that designed the chassis and powertrain, and that contributed considerably to the form factor. Industrial design is way more than coming up with a form factor. I fail to see where the arrogance is on Ives’ behalf. I also fail to see how this incredibly niche product can cause so much castigation? Had this been the Apple car…'
on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'But that’s entirely the point, Bart: Ive’s design would never have been done for VW etc, because his design isn’t something VW would ever have gone for – because he needs Steve Jobs (or someone like him) reading the room to determine what people will actually want. Clearly Ive completely ignored everything about Ferrari’s brand and image, in favour of what he thinks it should be. That arrogance is his biggest problem as a designer. Being an avant garde artist is fine, but it doesn’t work in industrial design unless you’re coming up with a product or form factor that is far superior to anything that’s come before.'
on Apple share of the world's wrists just keeps growing - 'My thought, too. The article talks about shipment share but what about all the hand-me- downs? I’ve given away two that are still in use.'
