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

From "Barclays bearish on Apple stock: iPhone is ‘ex-growth,’ and Mac, iPad, Vision Pro are irrelevant" posted Thursday by ...

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

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

Six years after getting into entertainment, Apple lags behind its rivals in streaming subscribers and mainstream appeal, ...

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.

From Amber Neely's "Bipartisan 'Open App Markets Act' resurrected to challenge Apple's App Store control" posted Wednesday by ...

From Kana Inagaki and Michael Acton's "Carmakers push back against Apple’s takeover of the dashboard" ($) posted Tuesday by ...

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

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

"Buying a multibillion-dollar AI company would represent a radical shift away from Apple’s conservative M&A strategy." ...