"The $500 billion figure likely includes... original content (movies and shows for Apple TV+ service)." ...
From Dan Gallagher's "Apple’s $500 Billion U.S. Investment Is Mostly Already in the Books" posted Monday by the Wall Street ...
From "Apple's plan to invest $500 billion in the U.S." which aired Monday on CNBC.
From "Apple plans to hire around 20,000 employees across the U.S. over the next 5 years" which aired Monday on CNBC.
From "Apple's $500B investment, Nvidia earnings lookahead" which aired Monday on Yahoo Finance.
From a note to Wedbush clients that landed on my desktop Monday.
From Ryan Vlastelica and Newley Purnell's "Microsoft Cancels Leases for AI Data Centers, Analyst Says" posted Monday by ...
From Mark Gurman's "Apple, Under Threat from Trump Tariffs, Will Add 20,000 US Jobs" posted Monday by Bloomberg.
A place for Apple traders and investors to share their best ideas.
Beating Chinese Rivals With Home-Field Edge" posted Sunday by the Wall Street Journal.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
From "Better economic costs all the way around for Apple's new iPhone 16e, says Needham's Laura Martin" which aired Wednesday ...