☕ Apple reportedly abandons Vision Pro & Big Tech capex hits $725 billion in 2026.
Anthropic’s $900B valuation round could close within two weeks & More.
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💸 Compute: BlackRock's next bet
PLUS: Apple is hiring 20,000 workers while the rest of Big Tech is cutting.
Recently Larry Fink has mentioned that computing power is going to be a commodity. He added there’s no such thing as an AI bubble. He called both the flip side of the same coin.
Apple (AAPL) Stock: Tech Giant Eyes Intel and Samsung for US Chip Production
05 May 2026 09:39 UTC - by Trader Edge
Techish: How to say I love you in dog
Summer's best tech, last-minute Mother's Day saves, what Google secretly knows about all of us, and how to take a photo or video from your Apple Watch.
Whoa. It’s Saturday afternoon already, where did the time go this week???
Apple Stock Falls 1.65% to $275.51 as Tech Rotation and AI Valuation Concerns Hit Mega-Caps
04 May 2026 14:10 UTC - by Mike Clair
Can We Please Have the Retrofuture of ‘For All Mankind’?
Apple TV+'s hit space exploration series offers a nostalgic alternate history of how personal tech might have gone right.
Most of us are by now reconciled to living every conscious moment of our lives immersed, to some extent, in digital technologies. In just two short decades, we’ve become so habituated to ou…
I've Been Thinkin A Lot Lately
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Apr 20
Now I have to watch that show! Thanks for this, Patrick.
The description of social media posts as lacking a beginning and no end puts to words what I’ve been feeling but not quite able to describe. That narrative “story structure” keeps us in a constant state of “in the story” since we have no other way to receive it, and since it never resolves and there is nothing meaningful there, we are left with an ever growing feeling of anxiety.
My dips in and out of engaging with social media video for work have gotten more and more nausea-inducing the longer I step away from it.
Delacey Skinner
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Apr 20
Well said. I went to a dinner gathering over the weekend where the host asked people to voluntarily surrender their phones. Most people complied, and the result was a delightful evening with a group of people who were far more present and engaged than I’ve ever experienced them to be. Here’s to hoping the courts take the steps to make that experience more frequent.
Tech Earnings Crack Open a Fault Line, Alphabet and Apple Take the High Ground
Thursday's close handed Wall Street a fresh set of all-time highs but the headline masks a more interesting story underneath.
Not all tech is created equal, and the market spent the entire session making that point in the most efficient way possible.
US Tech Powers Higher as Nvidia, Apple and Google Lead While Europe and Asia Break Out
Nasdaq and S&P 500 higher lifted by semis and selected techs. Nvidia eyes ATH, Apple targets 300, and Google looks set to break 400. Europe and Asia strengthen with DAX near ATH, HSI above key resist
Chapters:
Tech & Gen AI - Microsoft, Alphabet, Meta, Amazon, and Apple All Just Reported. The Advertising Implications Are Enormous.
Google Search revenue up 19%. Meta ad revenue up 33%. Amazon ads crossed $70B. ChatGPT hit $100M in ad revenue in six weeks. AI is not replacing advertising - it is reshaping who controls it.
Happy Friday. Shout out to all the Knicks fan after that blowout win last night - pumped for round 2!
Pre-Market Edge -- Tuesday, May 5, 2026
Earnings deluge favors AI infrastructure and ad-tech beats; Apple/Intel fab talks rerate INTC; Hormuz tensions cap risk into UK gilts blowout; software bifurcates between PLTR/NOW shrugs and SHOP/FN
Pre-Market Edge -- Tuesday, May 5, 2026Thanks for reading Methodica Trading Research! Subscribe for free to receive new posts and support my work.
Apple's ties to Israel are much deeper than you think
Apple’s most recent acquisition in Israel is its second largest buyout of all-time
By Kei Pritsker
I want to go back to a land line.
A couple final rants (if I may) about Apple.
1) Like with Google and Facebook, Apple is an intel creation:
For additional context, it should also be noted that Apple Computer wasn’t this organic creation spawned by two Steves (Jobs & Wozniak) working tirelessly in a garage, but rather one of intelligence circles, more specifically the Central Intelligence Agency (CIA).
> Jobs: BOLD BRILLIANT BRUTAL. . .FAKE (PDF report)
> Wozniak: he is a 33rd degree Freemason ( initiated Charity Lodge No. 362, Campbell, CA, in 1980). https://freemasonry.bcy.ca/biography/wozniak_s/wozniak_s.html
Did ya'll notice how Hollyweird also helped with the propaganda (that Jobs & Zuck were these computer nerds that started empires) with their films The Social Network (2010) and Jobs (2013). What beautiful fiction folks.
2) Apple's Slave Labor:
Also, I lived in Shenzhen, China for 13 years and Apple had their main subcontractor (Foxconn) there to manufacture their iPhones. At the time, there were many suicides because of the horrible conditions (long hours, crappy pay). They actually had to install nets outside of company dormitory buildings from which the Chinese migrants (from poor villages) would attempt suicide by leaping from the upper floors.
Despite the fact that these Chinese workers (slaves essentially) made Apple so profitable (the co has nearly $1 trillion in savings), the cheap bastards DIDN'T GIVE A F*CKING CENT in bonuses to these workers. Absolutely abhorrent and immoral.
Steve Jobs never once visited these factories in China which made him a billionaire.
If you want to read more about Apple's abhorrent exploitation of Chinese laborers, have a read at the following book:
- Dying for an iPhone: Apple, Foxconn, and The Lives of China's Workers, 2020
Evil greed runs the world folks.
Apple pushes back against Canada’s encryption bill
In a move that underscores the growing friction between Silicon Valley and governments worldwide, Apple and Meta have formally opposed Canada’s proposed Bill C-22. The legislation would give law enforcement expanded powers to access digital communications and respond more quickly to perceived security threats. The tech giants argue that the bill risks u…
⛵ Microsoft Crashed in Space
Plus: Amazon Invests Starlink Rival, Coinbase Wins Federal Trust
Good Morning, Early Adopters!
Silicon Valley Events, Things To Do, Tours & Places Of Interest
Silicon Valley Events This Weekend, Things To Do In Silicon Valley This Week, Offices, Campuses To Tour In Silicon Valley, Silicon Valley Events Calendar,
Silicon Valley Guide: Tourist Attractions & More
DTNS May 2, 2026
For the week ending Saturday May 2, 2026
Welcome to this week's DTNS newsletter. Meet Tom in London on July 9th. Venue: The Crosse Keys, 9 Gracechurch Street, City of London, EC3 0DR. Tom will be heading over there at around 3.30pm. Tom is also looking forward to meeting people in Munich a few days later, details to follow. Help us make Daily Tech News Show even better by telling us what you…
⛵ Anthropic Ecosystem Pain
Plus: OpenAI GPT-Image-2, Kutcher OpenAI Bet, Photonics for Scale
Good Morning, Early Adopters!
Every company has its own strengths, but I believe Anthropic will prove that Claude is becoming the most human-like AI out there. Great share
Jefferies Sees Upside in Apple, Raises Target to $299.88
05 May 2026 00:00 UTC - by Joanna Newman
Apple inks ‘preliminary chip-making agreement’ with Intel: A major step in American Semiconductor Revival
In a significant development for the tech and semiconductor industries, Apple and Intel have struck a preliminary agreement under which Intel will manufacture some of the chips that power Apple devices. The news, reported by Robbie Whelan and Rolfe Winkler for The Wall Street Journal on May 8, 2026
Apple Quarterly Earnings Hit New Record as AI Memory Concerns Grow
Apple posted another record quarterly performance fueled by strong iPhone 17 demand and continued expansion in its services business, but investor attention is increasingly shifting toward questions surrounding the company’s AI strategy and device memory limitations.
DTNS May 9, 2026
For the week ending Saturday May 9, 2026
Welcome to this week's DTNS newsletter. Live With It now has it's own dedicated YouTube Channel, so now it's super easy to find Live With It shows all in one place. Please subscribe today, it would help us enormously! The URL is https://www.youtube.com/@LiveWithItShow
AMA: Bob Baxley
What Apple taught me about design—and what it didn't
Link correction*: join us here for the AMA: https://open.substack.com/live-stream/181419?utm_source=live-stream-share-button
How to degoogle your phone (free livestream)
soon your phone will not work without digital ID
Click Here to Register For This Week’s Class on De-Googling Your Phone
Seems like an easy way to avoid this (that everyone is too busy selling “privacy phones” to tell you) is to turn off automatic updates… it requires minimal tech literacy, takes two seconds, and costs zero dollars. You are not required to update your OS every time an update comes out, and I find it very baffling that no one is getting this very basic thing: turn off automatic updates and the new OS will not be your problem.
Then when your phone actually dies, see what the situation looks like at that point and maybe buy something that comes preloaded with Graphene.
Everyone loves to hate on Apple for some reason, but they genuinely have far superior hardware to Microsoft and I do not want an android phone. The problem with apple is they force you to upgrade a lot sooner than necessary by pushing OS updates that make older tech slow down, which is easily remedied by turning off the darn updates. You’ll have to replace the battery every couple years, but compare that to Microsoft garbage where you have to replace the entire thing every couple years.
I am old school. I will miss people that I have learned from over the years. Yet, I honestly feel awful for those who are dependent on their cell phones. I personally feel a great sense of freedom when I forget my phone and leave it at home. My internal navigation is pretty spot on. I do not need maps. My loved ones know how to find me.
45, or so, years ago, I asked a teacher why his phone number was unlisted. He said,"If people want to talk to him, they can come by his house." His phone was only used for outgoing calls if there was an emergency. I always thought that was amazing.
When I am at our little place in the country, there are no tv's, computers, or cell phones turned on. We use them only for emergency situations, such as a hurricane.
The peace that we feel without the humming of the excess electronics is healing.
The Most Aggressive Quarter in Capitalism
The Weekend Leverage, May 3rd
There were five Big Tech earnings calls this week with Microsoft, Alphabet, and Meta on Wednesday, Amazon and Apple on Thursday. After studying each of their quarters, the thing that has stuck with me through all of them isn’t any single line on any single P&L. It’s the
Love that you got a shout out from Rory on the weekly 20VC this week! That was cool especially so soon on the heels of your very candid and really impactful writing about where the business and you were a few months ago. I've been there (a few times) but you are doing something special and differentiated so glad you persevered!
Incredible newsletter, wonderful insights. Lot of food for thoughts in the weekly issue.
Is It Time to Move on from 'Femtech'? Which Investors Fit a Cross-Sector /Hybrid Business Model? Are We Building "Biotech" or "Techbio" Companies? How Do You Build a DTC Brand In A Regulated Market?
What do Emilė Radytė PhD, Elena Rueda, Karli Büchling, Léa Wenger PhD, Marta Ciechonska PhD, Dr. Sioned Fôn Jones & Vandana Subramanian all have in common?
Other than being incredible founders, they all also came on The Women’s Wellness Show to talk about their common challenges & amazing successes. Let’s learn from them building their startups!
Intel's 14% Surge: The Hidden Catalyst That Could Ignite Bitcoin's Next Rally to $150K
06 May 2026 00:00 UTC - by Joanna Newman
Related Apple Substacks
