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Apple beats tech stocks by widest margin in over a year

In a volatile start to the new year for the technology sector, Apple has emerged as a standout performer, outpacing broader tech indices by the largest degree since early 2025. The iPhone maker’s shares have bucked the downward trend gripping many AI-focused and software-heavy stocks, as investors seek refuge in the company’s perceived stability amid gr…
MacDailyNews ∙ 1 LIKES




From Afar
Jan 15

Apple May Have Their Television After All...

Vision Pro's NBA Game • Thinking Machines Drama • Wikipedia Turns 25 • The Apple Card Fiasco • Meta Beyond Metaverse • Big Tech CapEx Perspectives • OpenAI/Cerebras Deal
I finally dusted off my Vision Pro and watched the Lakers/Bucks game in the 'Apple Immersive' format. Once I got past the laborious nature of doing so (including working past an error in the NBA app that didn’t alert me was an error, it just hung there until I figured it out), it was… pretty great actually. Obviously there are issues, but they’re largel…
M.G. Siegler ∙ 5 LIKES

AI Ramblings: Episode 40

Nvidia’s OpenAI $100 Billion Investment? Microsoft, Meta, Tesla AI capex & quarterly results Tesla invests in xAI/Grok and soon ‘TeraFabs’ Apple’s strong quarter, q.ai buy, & AI Bounce and more
Keywords
Michael Parekh ∙ 2 LIKES


Rich On Tech Episode 159 - January 31, 2026

Amazon’s evolution, best big-screen TVs & better home internet (159, January 31, 2026)
Rich DeMuro ∙ 3 LIKES
Paulette Gallimore's avatar
Paulette Gallimore
So how long after the live show are your Episodes up as a Podcast. Thanks. Missed the first two hours of today’s show because of a grandkid’s baseball game 👍🏼
Neural Foundry's avatar
Neural Foundry
The segment with Sharon Gai on using AI as an everyday worker sounds practical. A lot of the AI conversation focuses on either hype or job replacement fear, but the idea of using it to stay relevant day-to-day is more actionable. Curious how she approaches the worksmarter angle without just falling into productivity theater.


DTNS February 7, 2026

For the week ending Saturday February 7, 2026
Welcome to this week's DTNS newsletter. On Friday's Hangout, Tom talked with Scott Johnson about the history of Nerdtacular and what it takes to organise this big event. The event will be returning in June 2026 with many people attending and taking part who will be familiar to the DTNS audience. Tom will be there with a DTNS show. There will also be op…
Zoe Deterding


Et Tu, Tim Cook?

Why it's so disappointing to see the Apple executive sucking up to Trump
On January 24, 1984, Apple released the Macintosh, a personal computer that was overpriced and clunky but was explicitly marketed as a radical tool for fighting conformity and even political oppression.
Meredith Blake ∙ 227 LIKES ∙ 56 RESTACKS
Julie Bannerman's avatar
Julie Bannerman
My family and I have been having this conversation. We aren’t changing out our iPhones now - we rely on them too much. We won’t buy new Apple products, however. There are other acceptable computers and laptops made by companies without public ring-kissers at the helm, although their CEOs are undoubtedly morally compromised like Cook.
That’s the problem: once American corporate leaders decided in the 1970s-80s they no longer had to care about the common good, since only “shareholders” matter, they were free to act against the public interest when helpful to their individual fortunes.
Cook, Bezos, Zuckerberg, Ellison, Thiel, Musk … etc. … apparently think bribing Trump is the current key to success, more than a society that protects the rule of law and constitutional rights of its citizens.
I believe this is tragically shortsighted, but that’s where we seem to be.
JDV's avatar
JDV
One may reasonably conclude that Cook never had any morals, it was all a façade, or one may conclude that as he became wealthier, the morals slowly faded into nothingness.
Historian Timothy Snyder recently wrote on his substack something that confirms this. He wrote about the notes for J. R. R. Tolkien's lecture to British schoolchildren in 1938 of the topic of dragons, on the eve of World War II. Snyder summarized:
"It is the spirit of dragons, concluded Tolkien, that has survived, and it survives in us, or in some of us. A man can become a dragon through sheer greed. If we want to find a dragon, the place to look is the 'vaults of the Bank of England.' And if 'you want to see a dragon-heath just go out and look' at a landscape tortured by machines, a sky blackened with smoke."
The enormously wealthy, like dragons, prize only their wealth.

XR post-hype: what's next?

AI has taken all the oxygen and hype. Meta said peace, out. What's next for AR, VR, XR?
I had one of the most enjoyable podcasting experiences ever this week: doing a live podcast on the show floor at Web Summit Qatar with Amy Peck, CEO of EndeavorXR. Live just feels different. In-person just feels more real. And I’ve been wanting to dig into the future of XR for a while now …
John Koetsier ∙ 1 RESTACKS

Unsubscribe as Resistance

How pulling our economic support may be the best way to push back
If you’re struggling with what you can do, right now, to help the people of Minneapolis push back against rising violence and authoritarianism, you’re not alone. Marching matters. But from afar, our strongest leverage is economic.
Andrew Winston ∙ 8 LIKES ∙ 4 RESTACKS
The AI Architect's avatar
The AI Architect
Really smart to frame this as pulling economic support rather than just boycotting. The subscription model makes this particularly effective bc companies feel every cancellation immediately in their metrics. My main concern is whether this can scale beyond early adopters,since most people won't sacrifice convenience even when they intellectualy agree with the cause.
Gil Friend's avatar
Gil Friend


Neural Foundry's avatar
Neural Foundry
Really good synthesis of the market week. The Warsh nomination framing as "regime change" is interesting because it sets up expectations that might not be deliverable with only one vote on the committee. I spent time analyzing Fed dynamics in 2018 and the institutional resistance to politcal pressure is stronger than most realize. The Microsoft/Apple contrast you laid out hits different when you consider how investors are finally demanding ROI metrics for AI capex.

📢 Tech Thursday's February Schedule in Calgary is Here!

From the future of InsurTech to a candid look at how CTOs make high-stakes decisions headline February in Calgary!
More events to continue a high-octane start to 2026!
Philippe Burns ∙ 26 LIKES
The AI Architect's avatar
The AI Architect
Love seeing InsurTech get more spotlight - it's one of those areas that feels ripe for disruption but hasn't gotten as much atention as fintech. I've been to a few CTO roundtables in my city and the architecture vs legacy trade-off conversation is always the most valueable part. The format you're describing for the Feb 19th event sounds perfect for getting past the usual surface-level startup talk.



New Wave
Jan 26

New Wave #10

Your 5-minute briefing on European climate-tech.
Welcome back to New Wave!
Hugo Rauch ∙ 6 LIKES
Pranjal Jagtap 👁️‍🗨️'s avatar
Pranjal Jagtap 👁️‍🗨️
Hey Hugo! Love that you started your own IP, but the reach isn't what the show deserves, curious- would be open to building out a discovery pipeline?
Rainbow Roxy's avatar
Rainbow Roxy
Brilliant. This update is packed with truly impressive European climate tech inovatons. Is the AI aspect of the energy trading platform something you've covered in more depth before?

Episode 95: Sree Ramaswamy on Bridging the Government’s Tech Talent Gap

A new episode of NatSec Tech.
Jeanne Meserve is joined by Sree Ramaswamy, Chief Innovation Officer at the NobleReach Foundation. The conversation explores how NobleReach is addressing this through the NobleReach Scholars Program, which recruits engineering and computer science graduates to enter public service for short-term, high-impact stints. The conversations cover the critical …
SCSP ∙ 24 LIKES
Neural Foundry's avatar
Neural Foundry
The dual citizen concept really captures what's needed right now. Too often we see people silo into either private sector or public service and lose that crosspollination of ideas. NobleReach's short term high impact approach seems smarter than trying to get longterm commitments from folks early career, builds the bridge instead of asking people to burn boats.




Simple phone settings to change for more privacy

Plus: my never-ending quest for the perfect notes app, a CarPlay surprise, and what’s new with AirTags
Greetings, and thanks for taking a look at my newsletter this week.
Rich DeMuro ∙ 51 LIKES
Monique J's avatar
Monique J
I watch you on KTLA and listen to you on KFI every Saturday, and I can honestly say I learn something useful every single week. As someone who’s pretty technology-challenged, your explanations make a huge difference.
Thank you, Rich, for all the helpful information you share and for making tech feel less intimidating.