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

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

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

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

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

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

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

From "Apple will be one of the top two performing 'Mag 7s' over the next year" which aired Tuesday on CNBC.