From CNBC's "Dow futures slammed by 575 points after Trump hits Canada, Mexico and China with tariffs" posted early Monday.

Growth of 150 million over previous year. Consistent with historic trend that traces back to 2009" posted Friday on Mastodon.

"Apple now risks making a bigger misstep by failing to find a 'next big thing' — the kind of moneymaking idea that turned it into a $3.5 trillion company." ...

From "The Investor Channel... Fire Tim Cook!" which aired Friday on YouTube.

Snell's work is beautiful, and his charts illustrate results that mine don't.

Some of the commentary that caught my eye. More as its comes in.

Excerpts from the notes I've seen. More as they come in.

From "Deepseek R1 Explained by a Retired Microsoft Engineer" posted Monday on Dave's Garage.

From a note to Oppenheimer clients that landed on my desktop Wednesday.

In its first fiscal quarter of 2025, Apple beat easily on the top and bottom lines. iPhone sales were weak, as expected, but ...

From Nico Grant's "How Google Maps Plans to Handle the ‘Gulf of America’" posted Monday by the New York Times.