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 ...

Why Spending Millions on Blockbusters Like ‘F1’" posted Wednesday by Variety.

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), ...

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

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

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

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

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

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