"The U.S. market is top-heavy, with Nvidia occupying a bigger weight than any company in modern history. Risks abound, our ...

From Gurman's "Apple Explores Using Google Gemini AI to Power Revamped Siri" posted Friday (at 1:12 Eastern) by Bloomberg.

From Gurman's "Meta Poaches Apple AI Executive Even as It Plans Hiring Slowdown" posted Thursday by Bloomberg.

From Tripp Mickle's "Apple Fitness Chief Accused of Toxic Workplace Culture and Harassment" in Friday's New York Times.

From a note to Evercore clients that landed on my desktop Thursday.

From "‘South Park’s Latest Episode Hits Trump For His ‘Small’ Manhood, D.C. Takeover, & More" posted Thursday by Access ...

From "Made by Google ‘25" posted Wednesday by Google.

From Blake Brittain's "Masimo sues US Customs over approval of Apple Watch imports" posted Wednesday by Reuters.

From Craig Crannell's "Apple Finally Destroyed Steve Jobs’ Vision of the iPad. Good" posted Saturday by Wired.

From Malcolm Owen's "Google Pixel 10, Pro, Fold arrive, try to spoil the iPhone 17 party" posted Wednesday by AppleInsider.

From Kate Clark's "AI Is Siphoning Up Venture Money, Spurring Talk of Bursting Bubbles" posted Wednesday to Bloomberg ...

"In our view, Apple is one potential AI partnership away from breaking out." — Analyst Eric Woodring ...