Thursday, October 25, 2012

Apple: The Company That Used to Make Computers

Apple's latest earnings report shows where Apple makes its money: phones and tablets. It still sells computers, but that is not what drives revenue. 

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Lots of Reasons to Worry about AI Infra, But Customer Concentration Cannot be Helped

There are lots of reasons for investors to worry about the artificial intelligence infrastructure business. After all, firms generally are c...