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.

From "Apple Execs Defend Siri Delays, AI Plan and Apple Intelligence" posted Tuesday by the Wall Street Journal.

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

From CNBC's "Stock futures slip as U.S. and China agree to framework for future trade talks" posted early Wednesday: Stock ...

From CNBC's "Stock futures slip as U.S. and China agree to framework for future trade talks" posted early Wednesday.

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

Horace Dediu will do the heavy lifting. I'll be interviewing Apple analysts and giving a presentation about AAPL in the Trump ...

This is me, typing as fast as I can. All times Eastern.

"Through extensive experimentation across diverse puzzles, we show that frontier LRMs face a complete accuracy collapse ...

From Gruber's "Bill Atkinson dies from cancer at 74" posted Saturday on Daring Fireball.