Locator: 49052AI.
It's impossible to keep up with all the tech stories breaking today.
Microsoft and Anthropic: is "the ground shaking underneath the feet of Tim Cook?"
- is the reverse of what happened with Microsoft and Apple when Microsoft missed the iPhone revolution? And Nokia? And Intel?
- is Apple at risk of missing the AI revolution.
- to be honest, I don't think I'm missing by not have "an Apple-specific" AI app on my phone or iPad or MacBook Air.
Oracle: Red Bull Racing and Carlyle investment group. Earnings to be reported after hours today. ORCL already up nicely about a an hour before the close. See Oracle after the close here, after earnings reported.
This is very old news but it's been all over CNBC today:
That's a year! Not a one-time event. Holy mackerel.
Nvidia:
AMD:
