Friend-of-the-blog Tommo_UK laid this on my desktop today.


From "The supercycle for Apple is nowhere to found, says Big Technology's Alex Kantrowitz," which aired Thursday on CNBC.
"First, let’s deal with the reality of where AI actually is."
Read More Apple’s AI Strategy: The Panic Merchants Are Wrong — Again
From "Apple is a 'safe haven' amid tech slide, says Melius Research's Ben Reitzes" which aired Monday on CNBC.
Read More Apple did the right thing by not investing in AI, says analyst (video)
"AI is a once-in-a-generation technology. Apple probably still has time to turn things around, but that window is closing fast."
Read More Mark Gurman: Apple Intelligence half a decade late to the game
In just 21 days, it has sold over one million units.
Read More AI buzz helped drive Samsung's Galaxy 25 lineup to record-fast sales

"The company aims to roll out the features as part of a visionOS 2.4 software upgrade targeted for as early as April."
"Getting Siri right is especially crucial for Apple."
Read More Mark Gurman: Apple may have to postpone the new Siri

"Apple’s level of exposure to China is a risk relative to much of the rest of the market" — Northwestern Mutual Wealth Management's Matt Stucky
"Hong Kong-listed shares of Alibaba surged on Thursday to hit their highest level since 2022."
Read More Alibaba confirms Apple deal for Chinese AI, shares pop
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