From a note to Evercore clients that landed on my desktop Friday.

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

From Lauren Hirsch and Tripp Mickle's "Intel Said to Seek Investment From Apple" posted Wednesday by the New York Times.

Signs point to yes, says the GenAI that Fortune employed to draft the following piece.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.] ...

"FCC intervention has made owning broadcasting licenses too expensive and too volatile for DIS shareholders, in our view." — ...

From a note to Wedbush clients that landed on my desktop Sunday.

"Foundation models are becoming commoditized, and Apple is better off letting AI mature into table-stakes technology before rejoining the fray — something that almost assuredly needs to happen for ...

"The company also told a supplier of non-electrical parts for that model to increase its daily output by roughly 30%, according to an employee at that firm." ...

The scuffle that broke out in Mumbai got wide coverage across India. The line outside the NYC's glass cube is as long as its been in years.

From "OpenAI Raids Apple for Hardware Talent, Manufacturing Partners" ($) posted Friday by The Information.

"You need actually a reason to reach out and buy this one instead of the market broadly, and I don't see that." — YieldMax's ...