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

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

B revenue" posted Friday.

Excerpts from the notes that crossed my desk. More as they come in.

Of the top ten spots, eight were taken by indies. Of the bottom five, all were taken by pros.

Apple turned in its strongest quarter in years.

From Ryan Vlastelica's "Apple Rebound Looks Elusive as AI Woes Draw Investor Scrutiny" posted Thursday.

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.

From Sankalp Phartiyal's "Apple’s India Exports to Emerge Unscathed From Trump Tariffs, For Now" posted Thursday by Bloomberg ...

From "Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful" posted Wednesday by Bloomberg.

"By the end of this year, Meta, Amazon, Microsoft, Google and Tesla will have spent over $560 billion in capital expenditures ...

From "Watershed Moment for AI Revolution," a note to Wedbush clients that landed on my desktop Thursday.