Apple likely to make investment commitment" posted early Wednesday by Reuters.

From Michael Hiltzik's "How the economy went from a 3% annual growth rate to the brink of recession just two days later" ...

Excerpts from the notes I've seen. More as they come in.

From Thompson's "Apple’s AI Strategy, Redux" ($) posted Tuesday by Stratechery.

We settled on 25%, but I think I’m gonna raise that very substantially over the next 24 hours.” — President Trump, speaking ...

From Luke Broadwater's "Trump to Announce Additional $100 Billion Apple Investment in U.S." posted Wednesday by the New York Times.

From Kate Conger's "So Long to Tech’s Dream Job" posted Monday by the New York Times.

Zuckerberg is clearly betting that advanced artificial intelligence’s near emergence will finally open the door to a ...

From a thread posted Sunday on X by the Barron's senior writer and author of "The Nvidia Way." ...

"If Netflix can reverse its philosophy on ads, there’s no reason Apple can’t do it too." ...

Apple will do this. This is sort of ours to grab." ...

How the derivatives market became the tail that wagged the dog.