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

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

"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.

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

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

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

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

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

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

From Barron's' "Stock Futures Surge, Oil Plunges as Israel Agrees Ceasefire With Iran" posted early Tuesday.

If Apple really is circling names like Perplexity, Cohere, Mistral, and Databricks -- that’s not just a feature acquisition ...