Excerpts from the notes that crossed my desk. More as they come in.

Videos that caught my eye. More as they come in.

Apple turned in its strongest quarter in years.

From Sankalp Phartiyal's "Apple’s India Exports to Emerge Unscathed From Trump Tariffs, For Now" posted Thursday by Bloomberg ...

From "Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful" posted Wednesday by Bloomberg.

Of the top ten spots, eight were taken by indies. Of the bottom five, all were taken by pros.

From Ryan Vlastelica's "Apple Rebound Looks Elusive as AI Woes Draw Investor Scrutiny" posted Thursday.

From "Watershed Moment for AI Revolution," a note to Wedbush clients that landed on my desktop Thursday.

"By the end of this year, Meta, Amazon, Microsoft, Google and Tesla will have spent over $560 billion in capital expenditures ...

"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some ...

Excerpts from the pre-earnings notes that have landed on my desk. More as they come in.

The independents are more bullish than the pros, as usual, but not by much.