"If Netflix can reverse its philosophy on ads, there’s no reason Apple can’t do it too." ...

Apple will do this. This is sort of ours to grab." ...

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

B revenue" posted Friday.

Excerpts from the notes that crossed my desk. More as they come in.

Apple turned in its strongest quarter in years.

From "Watershed Moment for AI Revolution," a note to Wedbush clients that landed on my desktop Thursday.

From "Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful" posted Wednesday by Bloomberg.

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.

"By the end of this year, Meta, Amazon, Microsoft, Google and Tesla will have spent over $560 billion in capital expenditures ...

Of the top ten spots, eight were taken by indies. Of the bottom five, all were taken by pros.

"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some ...