From Vlad Savov and Tom Metcalf's "Peter Thiel’s Fund Sold Off Entire Nvidia Stake Last Quarter" posted Monday by Bloomberg.
From Windsor's "Looking for a new Cook" posted Monday by Radio Free Mobile.
From "Apple intensifies succession planning for CEO Tim Cook" ($) posted Friday by the Financial Times.
From "Apple's China business hasn't 'turned the corner' despite recent growth: Morgan Stanley’s Woodring" which aired Friday ...
A certain amount of corporate spending on AI companies might not be carefully thought through. It’s more performative, a ...
From "iPhone 17 and Xiaomi 17 Series Help Drive Brands’ China Sell-Out in First Month of Availability" posted Friday.
From Mark Gurman and Edward Ludlow's "Tesla Is Working to Add Apple CarPlay in Bid to Boost Vehicle Sales" posted Friday by Bloomberg.
"We think the quarterly opportunity from Tencent alone could be somewhere in the range of ~$125-400M." — Analyst Amit ...
From "Investors view Apple's capital discipline as a strategic advantage, says Plexo Capital's Lo Toney" which aired ...
From Pei Li's "Apple, Tencent Agree to 15% Cut of WeChat Mini App Spending" posted Thursday by Bloomberg.
From "Apple's minimal AI spend may lead to big gaps in competition, says Big Technology's Alex Kantrowitz" which aired Tuesday on CNBC.
From Khac Phu Nguyen's "Apple Turns AI Caution Into Gold as Rivals Drown in Spending Spree" posted Tuesday by GuruFocus.