Greg Lippert on The Information: Apple may reenter the server market with Nvidia - 'Given the power and efficiency of Apple’s chips, it’s a no-brainer that they somehow get back into the server market. There’s gold in them there hills.'
on The Information: Apple may reenter the server market with Nvidia - 'What would be in this deal for NVIDIA? Apple would get server knowledge and maybe access to NVIDIA’s market. NVIDIA would get what? from Apple?'
on Premarket: Apple is green - 'Fed has to act and slow inflation. Heating oil up 15% since I topped off my tank 10 days, diesel over $6/gal, clown show in Washington, PE above 38, the reasons to be in cash + wait to rebuy at lower outnumber reasons to hold at $333. I sold more than half of my shares in the premarket and might do the same with the rest later today.'
on GM reverses itself, designs new dashboard with Apple and Google - 'David and David, GM is reintroducing CarPlay to basically only its light to heavy duty and luxury truck models above, nothing yet on regular passenger vehicles like big Suburban SUV’s and sedans, nor on all brands. I suspect they want to see how it helps sales (or not) and whether it’s worth engineering CarPlay into other platforms and vehicle lines and tiers.'
on GM reverses itself, designs new dashboard with Apple and Google - 'GM→BM→GMF BM = bad move or b… LOL GMF = good move finally'
on Premarket: Apple is red - 'Apple closed on Monday at $333.08 and opened this morning at $330.14. Although the shares closed down $1.74 at $331.34 today, there was a rally into the close. The low today was $328.35 and the shares traded under $330 per share with less than twenty minutes remaining in the session. Overnight the shares are up $0.30 at $331.64. We’ll see what the morning brings…'
on 28 million views in 4 days - '” I’m looking at Night Sky, 1 TB, $50/month lease after trade-in.” Your comment reminded me of my first iPhone (bought on launch day). There were two memory options: 4 megabytes and 8 megabytes. I didn’t think I would ever need more than 4 megabytes (I didn’t) but bought the 8 megabyte version anyway. And now, here we are 20 years later, and we have terabyte options. I still have that iPhone. It boots up and functions perfectly, except that nobody supports 2.5G service anymore. Maps took forever (compared to today) to give me bad directions.'
on GM reverses itself, designs new dashboard with Apple and Google - 'You’re not wrong, Joe, but at least this is not like the late 2000s, and GM have chosen to take a course correction. We’ve seen that across quite a few large companies who initially chose to turn down Apple. Does anyone have any sense of what Apple’s “tax” was for Apple Pay and Card? Presumably it was Goldman and/or MasterCard who was collecting the Card taxes, right? I don’t know/understand why so many large businesses tried to fight it.'
on Apple owned the 2026 Emmys - 'Just like with oysters (:( ) everyone has their own taste in “humor”. Ex. British vs. American. Many people hated Monty Python. Etc..I hated Bob Hop’s standup. Loved Shelly Berman. Was Lenny Bruce “funny”? Etc.'
on 28 million views in 4 days - 'Like John Siracusa, I can’t wait to get to an Apple Store to play with a duo. However, still too many compromises that do not add it up to a win for my use cases. It’s cool in some respects, but it’s not for me.'
on Premarket: Apple is red - 'A big spike up on Friday and Monday following a stupid selloff earlier in the week, a meh trade on Tuesday, and a very low volume (31.4 M trades) and very moderate drop (0.52%) on Wednesday, tells me there’s little enthusiasm to buck the upward trend Apple has going for it. Add to that what is looking like a better than average final quarter for FY ‘26, and I expect FY ‘27 will start off with plenty of room to keep the present valuation going into FY ‘27 Q2, or maybe even re-scale that 40 valuation peak for a third time in the past year. I’m not expecting $400+/share, this year, but it’s not that far off, the Maker willin’ and the creek don’t rise. IMO….'
on GM reverses itself, designs new dashboard with Apple and Google - 'Ad AI to the mix. Private tour guide telling history tales as you pass landmarks, or finding resources you might need on the road ahead.'
on GM reverses itself, designs new dashboard with Apple and Google - 'What a waste of energy that was GM’s short-lived transition from CarPlay.'
on GM reverses itself, designs new dashboard with Apple and Google - 'There now, GM. Was that so hard?'
