Previous Post Gene Munster says the Apple-Gemini deal could be worth $5B, not $1B, to Google ...

From "Apple sits out AI arms race to play kingmaker between Google and OpenAI" ($) posted Thursday by the Financial Times.

From Ryan Vlastelica's "Apple and Tech Hardware Stocks Face ‘Crisis’ as Memory Prices Soar" posted Thursday by Bloomberg.

From a note to BofA Securities clients that landed on my desktop Wednesday.

From "Global PC shipments grew 9% in 2025 but memory and storage supply issues threaten 2026 outlook" posted Monday by Omdia.

From "Stephanie Palazzolo, Amir Efrati and Aaron Tilley's "How Apple is Using Gemini to Give ChatGPT-Like Answers" ($) posted Tuesday.

From Omar Sohail's "Apple’s In-House Server Chips Reportedly Entering Mass Production In H2 2026" posted Tuesday by wccftech: ...

From "Apple introduces Apple Creator Studio, an inspiring collection of the most powerful creative apps" posted Tuesday on ...

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.] ...

From "Global Smartphone Shipments Grew 2% YoY in 2025; Apple Emerged as Market Leader" posted Monday by Counterpoint Research ...

"With Apple dependent on Google, there is no way that its agent will be better than Google’s." ...

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