Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.

From Stan Schroeder's "Apple's iPhone Pocket is a new way to carry the iPhone, and we have questions" posted Tuesday by ...

"Apple has stopped short of canceling the next iPhone Air, internally code-named V62, and some Apple engineers and ...

From "The device side of AI really hasn't taken off yet, says Deepwater's Gene Munster" which aired Monday on CNBC.

From Zeyi Yang and Louise Matsakis' "Apple Pulls China’s Top Gay Dating Apps After Government Order" posted Monday by Wired.

From Rolfe Winkler and Yang Jie's "Apple’s iPhone Air Is a Marketing Win and a Sales Flop" in Monday's Wall Street Journal.

Apple is doing whatever it takes to deliver a product that meets user expectations — setting aside pride and its typically ...

The part that Ontario ran as a TV ad — triggering Trump and an immediate 10% tariff on Canadian goods — starts at the 2:34 mark.

From "Samsung Wants to Launch a U.S. Credit Card and Challenge Apple in Consumer Finance" posted Friday by the Wall Street Journal.

From Wesley Hilliard's "Apple's long game will result in a safe, secure, and ethical AI ecosystem" posted Friday.

From Savov's "The AI Revolution Is an Afterthought for Phone Buyers" ($) posted Friday to Bloomberg subscribers.

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.] ...