Apple Maps

July 27th, 2026: Apple and Ford Partner on Apple Maps, The Intrigue Behind the Deal, Apple Maps’ Importance

Alphabet

July 24th, 2026: Alphabet 2Q26 Earnings, The Line in the (Alphabet) Sand, The Alphabet Capex Question

Netflix

July 23rd, 2026: Netflix 2Q26 Earnings, Netflix’s Shaky Explanation for Engagement, Netflix Management Is Losing Credibility

July 22nd, 2026: Revisiting Why Apple Isn’t Replicable, Apple Intelligence Approved for China, Apple Raises iPhone Prices in Japan

OpenAI

July 20th, 2026: Apple Sues OpenAI for Trade Theft, OpenAI’s HW Motivation, OpenAI’s Miscalculation

Snap

July 8th, 2026: Snap Specs, Meta Glasses, Where’s All of This Going?

foldables

July 6th, 2026: Foldables Aren’t Phablets, Foldable iPhone Revenue Potential, A Foldable iPhone Wild Card

July 2nd, 2026: Xiaomi, Oppo, Vivo Cut Smartphone Targets, Apple Reportedly Raises Foldable iPhone Forecast, Apple Securing Components Supply

Memory

July 1st, 2026: How the Memory Crisis Caught Apple Off Guard, Apple Lobbying for Chinese Memory, Samsung / SK Announce Memory Investments

memory

June 29th, 2026: What’s Really Going on With Memory

memory

June 25th, 2026: Apple Raises Product Prices Whopper Price Hikes iPhone Pricing Holds Steady…for Now

June 24th, 2026: Thinking Through Potential Apple Price Hikes, Apple’s HW Gross Profit Trajectory, Is There an Apple HW Gross Profit Cliff?