From the Wall Street Journal's "Dow Futures Fall After Trump Revives Unilateral Tariff Threats" posted early Thursday.

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), ...

The Apple Investors Conference, I kept thinking about two predictions made by analysts I interviewed.

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

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

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

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

From "Apple unveils 'liquid glass' technology and other new features" which aired Monday on CNBC.

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

Here's what to expect" which aired early Monday on CNBC.

Here are the changes to expect" which aired Monday on CNBC.