A fresh look — using Clay Christensen's framework of sustaining versus disruptive innovation — at the impact of AI on Apple, ...

From Barron's' "Stock Futures Surge, Oil Plunges as Israel Agrees Ceasefire With Iran" posted early Tuesday.

If Apple really is circling names like Perplexity, Cohere, Mistral, and Databricks -- that’s not just a feature acquisition ...

From Hayden Field's "OpenAI and Jony Ive’s ‘io’ brand has vanished, but their AI hardware deal remains" posted Sunday by The ...

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

A place for Apple traders and investors to share their best ideas.

For the music video version of McCartney's "Dance Tonight" (featuring the ghost of Natalie Portman), click here.

From Alex Kantrowitz' "Why Apple Must Buy Perplexity" mailed Friday to Big Technology subscribers.

From "The gap between $AAPL and $NVDA Free Cash Flow is narrowing down" posted Friday on X by Value Sense.

From Peter Kafka's "Apple, Siri, and the booted blogger: A Conversation with John Gruber" posted Wednesday by Business Insider.

From Marcus Mendes' "Apple wins Grand Prix at Cannes for 'Shot on iPhone' campaign" posted Thursday by 9to5Mac.