"In our view, Apple is one potential AI partnership away from breaking out." — Analyst Eric Woodring ...

From "Google, Kairos Power plan advanced nuclear plant for Tennessee Valley Authority grid by 2030" posted Monday by CNBC.

From a note to Argus clients that landed on my desktop Tuesday.

"Because of the device’s slow sales, Apple is pushing out content drip by drip — so that the company doesn’t drain its video ...

From Craig Crannell's "Apple Finally Destroyed Steve Jobs’ Vision of the iPad. Good" posted Saturday by Wired.

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

From "Meta spends more guarding Mark Zuckerberg than Apple, Nvidia, Microsoft, Amazon, and Alphabet — combined" posted ...

From "Zuckerberg Squandered His AI Talent. Now He’s Spending Billions To Replace It." posted Wednesday by Forbes.

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 "Big Tech’s A.I. Data Centers Are Driving Up Electricity Bills for Everyone" posted Thursday by the New York Times.

From Krystal Hur's "Warren Buffett’s Berkshire Further Pares Stake in Apple, Adds UnitedHealth Position" posted Thursday.

From "Apple still has a lot of ways to deliver a premium AI experience, says T. Rowe Price's Tony Wang" which aired Thursday ...