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

From Dan Gallagher's "Apple Could Stay in Penalty Box on AI Delays" posted Tuesday by the Wall Street Journal.

From "Amazon’s Quest to Displace Google as Internet Ad Powerbroker" ($) posted Tuesday by the Information.

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

From David Price's "Apple Intelligence was both too early and too late" posted Monday.

From Gurman's "Apple’s AI crisis will be top of mind at Apple’s Top 100 executive offsite meeting this week." posted Sunday ...

A place for Apple traders and investors to share their best ideas.

"I believe that very soon — probably in 2026 or 2027, but possibly as soon as this year — one or more A.I. companies will claim they’ve created an artificial general intelligence." ...

They laughed when Steve Jobs named the tablet.

Winner is the player whose target is closest to Apple’s closing price on Wednesday, April 1, 2026.

From Mark Gurman's "Apple’s Siri Chief Calls AI Delays Ugly and Embarrassing, Promises Fixes" posted Friday by Bloomberg.

"The good news is that Apple is still a huge cash machine." ...