Asymco · Scour

Tata Electronics’ workforce expands to 75,000 from 15,000

Will Apple avoid giving their cash flow to Nvidia?

Why is Apple’s R&D run rate suddenly $40 billion/yr.?

asymco.com·2w·Hacker News

Why won’t Apple become a cloud company?

Big shoes to fill: will the haters spare John Ternus?

Office Hours — Apple Fiscal Second Quarter 2026 Review: The Presentation

Apple FQ2 2026 Earnings Reviews

Apple FQ2 2026 Earnings Call: Live Commentary by Horace Dediu

The Vision Products Group Expanding

·3w

Google to sell TPU chips as Gemini shows returns

Apple share of the smartphone SoC market grew from 15% to 19% in Q1

Is Apple borrowing Samsung’s Market Expansion Strategy?

·3w

Morgan Stanley forecasts fiscal second-quarter EPS of $1.74

UBS Raises Price Target from $280 to $287 but Maintains Neutral Rating

TD Cowen: 15% revenue growth, 10% growth guidance

Expectations for the Quarter

The Economist Interview: Hints at the future direction of the company

Apple 3.0: JP Morgan expects that Apple will beat its own guidance next week

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