4Q25

November 3rd, 2025. Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business

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June 9th, 2026: WWDC 2026: A Rebuilt Siri Anchors Apple Intelligence’s Next Step

June 5th, 2026: Thoughts Heading Into WWDC 2026

June 3rd, 2026: Alphabet Raises Equity, Berkshire Increases Alphabet Stake, Apple Implications

June 2nd, 2026: Oura Unveils Ring 5, Revisiting Swiss Watch Sales, Swatch and Audemars Piguet Launch Royal Pop Watch