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Ever notice how a “green day” never feels as good as a “red day” feels bad?
If this is the end for Tim Cook, his run will go down in history. Over $700 million of market cap has been added on average every day since he took over as CEO in 2011. Chart by @mattcerminaro
I don’t think we’ll have to wait until 2028 to see the power shortage.
MORGAN STANLEY WARNS OF U.S. POWER SHORTAGE FOR DATA CENTERS BY 2028 Morgan Stanley says surging AI demand could create a power shortfall of up to 20% — about 13–44 GW — for U.S. data centers through 2028. Analysts led by Stephen Byrd called AI computing “the most important…
How we're playing Big Tech Earnings $MSFT $GOOG $META $AMZN $AAPL x.com/i/broadcasts/1…
3 things about iPhone Air that beat my expectations: - Pro chip - Battery life same as iPhone 16 Pro - Shiny titanium frame
I like the camera bump way more now that Apple started calling it the “plateau” and basically crammed the entire brain of an iPhone Pro into it 👏👏👏
.@tim_cook should license the @SphereVegas version the Wizard of Oz for Vision Pro. Actually, all of the sphere content would look great on @Apple Vision Pro.
If advertisers discover they’re paying for ChatGPT clicks on are not seen by humans, it’s a big problem for $GOOG
1/11 🧵 THREAD: Google’s reported search query growth may be AI-driven, not human.
10/11 Why it matters: advertisers could be unknowingly paying for AI traffic. Investors and analysts leaning on Google Trends data may be misled. And Google’s stock at all-time highs could be partly built on revenue from query growth that isn’t human. If Google is pushed to…
Tim Cook gives Trump a block of gold and is now exempt from tariffs. Well played!
Tim Cook gifts Trump with 100% US-made piece of glass on a 24k gold base 9to5mac.com/2025/08/06/tim…
Hey @Meta I’d come out of retirement for one of those superintelligence group comp packages. Just sayin’ Bcc: @finkd
Liquid Glass demo from iOS 27?
How is this real? Remember when @realDonaldTrump announced a 25% tariff on Apple & Samsung phones not made in the USA? trumpmobile.com/t1-phone
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