News

From Gurman's "Apple Targets Spring 2026 for Release of Delayed Siri AI Upgrade" posted Thursday by Bloomberg.
Jobs actually wasn’t the Stanford graduating class’s top choice. The four senior copresidents polled the class, and number ...
From David Gerwirtz's "How Apple just changed the developer world with this one AI announcement" posted Tuesday by ZDNet.
Why Spending Millions on Blockbusters Like ‘F1’" posted Wednesday by Variety.
From the Wall Street Journal's "Dow Futures Fall After Trump Revives Unilateral Tariff Threats" posted early Thursday.
From "Apple Execs Defend Siri Delays, AI Plan and Apple Intelligence" posted Tuesday by the Wall Street Journal.
From CNBC's "Stock futures slip as U.S. and China agree to framework for future trade talks" posted early Wednesday: Stock ...
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
The Apple Investors Conference, I kept thinking about two predictions made by analysts I interviewed.
Horace Dediu will do the heavy lifting. I'll be interviewing Apple analysts and giving a presentation about AAPL in the Trump ...
From Gurman's "Power On" column posted early Sunday to Bloomberg Technology subscribers.
Excerpts from the notes I've seen. More as they come in.