From Gurman's "Power On" column posted early Sunday to Bloomberg Technology subscribers.

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

From Tim Bradshaw and Michael Acton's "What is Apple’s $600bn US investment pledge?" ($) posted Thursday by the Financial ...

From Tim Higgins' "Why Apple’s Tim Cook Is the Odd Man Out in the AI Race" posted Friday by the Wall Street Journal.

Here's a bunch of new stuff that's supposed to be coming in September (from WWDC25).

From G. Allen Johnson's "Why Apple has sued San Francisco’s newest movie theater" posted Tuesday by the San Francisco ...

"We lay out the 3 things that Cook and Apple need to do to prove this will not be a melting ice cube AI strategy and make sure Cupertino is not watching this AI Party through the windows." ...

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

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

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

From Ed Harvey's "iPhone rakes in 3 times the revenue of any rival" posted Monday by Cult of Mac.

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