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

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

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

From Barron's' "Markets Fall as Big Tech Slide Continues. Stock Futures Down With Eyes on Fed Summit." posted early Thursday.

From Andrew Orr's "iPhone 17 countdown begins as Foxconn ramps up factory hiring in China" posted Wednesday by AppleInsider.

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

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

From "Google, Kairos Power plan advanced nuclear plant for Tennessee Valley Authority grid by 2030" posted Monday by CNBC.