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

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), ...

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

Videos that caught my eye. More as they come in.

Apple turned in its strongest quarter in years.

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

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.

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

From Yoni Heisler's "Apple Blasts Department Of Justice Over iPhone Monopoly Lawsuit" posted Wednesday by BGR.

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