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

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

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

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

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

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

From Lauli Li's "Foxconn's AI server revenue tops its Apple earnings for first time" posted Thursday by  Nikkei Asia.

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

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

From Gurman's "Apple Plots Expansion Into AI Robots, Home Security and Smart Displays" posted Wednesday at 2:15 Eastern.

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