From "Apple will be one of the top two performing 'Mag 7s' over the next year" which aired Tuesday on CNBC.

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

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

From Katherine Blunt's "Perplexity Makes Longshot $34.5 Billion Offer for Chrome" posted Tuesday by the Wall Street Journal.

From Surbhi Misra's "Musk says xAI to take legal action against Apple over App Store rankings" posted Tuesday by Reuters.

From Patrick Ruffini's "How Apple could send democracy to the spam folder" in Monday's Washington Post.

From Gurman's "Power On" column posted early Sunday to Bloomberg Technology subscribers.

From Tim Bradshaw and Michael Acton's "What is Apple’s $600bn US investment pledge?" ($) posted Thursday by the Financial ...

From Tim Higgins' "Why Apple’s Tim Cook Is the Odd Man Out in the AI Race" posted Friday by the Wall Street Journal.

From G. Allen Johnson's "Why Apple has sued San Francisco’s newest movie theater" posted Tuesday by the San Francisco ...

"We lay out the 3 things that Cook and Apple need to do to prove this will not be a melting ice cube AI strategy and make sure Cupertino is not watching this AI Party through the windows." ...

Excerpts from the notes I've seen. More as they come in.