With Meta and xAI as the latest examples, the financial engineering cycle is ramping up once again and is being employed to allow companies to afford the massive cost of AI infrastructure while ...

Below: My full list of Apple price targets as accurate and up-to-date as I can make it. Corrections appreciated.

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 Ryan Christoffel's "Next year’s iPhone Fold launch will have strong momentum on its side" posted Wednesday.

"The company has already all but guaranteed this will be its biggest quarter ever for total revenue and iPhone sales." ...

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

From Rolfe Winkler's "How Tim Cook Evaded Disaster at Apple This Year" posted Friday by the Wall Street Journal.

"It didn't dawn on my that I was having a stroke." ...

"During the initial two weeks of availability, base model sales in China were almost double that of the base iPhone 16 over ...

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

The videos that caught my eye. More as they come in.

Apple beat on the top and bottom lines. iPhone sales were a bit of a disappointment, but Services had its best quarterly ...