"The European Commission is requiring Apple to make a series of additional changes to the App Store. We disagree with this ...

A detailed look at pros and cons," a note to BofA clients that landed on my desktop Wednesday.

From Benj Edwards' "Anthropic destroyed millions of print books to build its AI models" posted Wednesday by Ars Technica.

Next Post BofA Securities is still a Buy on Apple. Sticks with $235 price target.

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

The facility will consume 2.2 gigawatts of electricity — enough to power a million homes. Each year, it will use millions of ...

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

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

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

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

It's been five years since Tim Cook's Apple Silicon announcement, and over a decade of rumors. Here's how the whole saga started, how it launched, ...

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