/
Navigation
Chronicles
Browse all articles
Explore
Semantic exploration
Research
Entity momentum
Nexus
Correlations & relationships
Story Arc
Topic evolution
Drift Map
Semantic trajectory animation
Posts
Analysis & commentary
Pulse API
API keys, docs, usage dashboard
Browse
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
Concept Search
Semantic similarity search
High Impact Stories
Top coverage by position
Sentiment Analysis
Positive/negative coverage
Anomaly Detection
Unusual coverage patterns
Analysis
Rivalry Report
Compare two entities head-to-head
Semantic Pivots
Narrative discontinuities
Crisis Response
Event recovery patterns
Connected
Search: /
Command: ⌘K
Embeddings: large
Company

Apple

Filtered to competitor pattern ×
10063 articles accelerating
Articles
10,063
mentions
Velocity
+46.1%
growth rate
Acceleration
+0.591
velocity change
Sources
536
publications
Foot Traffic
Walmart is embedding its Sparky chatbot inside ChatGPT after OpenAI's Instant Checkout had conversion rates 3x lower than clicking out. Three years of trying to...
The Second Five Hundred Billion
Jensen Huang doubled Nvidia's AI chip forecast: $500 billion through 2026 became $1 trillion through 2027. One year matching all prior years combined. At the sa...
The Fraction
Three days after three companies committed half a trillion dollars to AI infrastructure, Apple reported its capital expenditure had declined 19% to $2.37 billio...
The Sorting: Identity vs. Execution
Three Western AI labs revealed their identity crises on the same day. Four Chinese companies showed they never had one. The luxury of introspection has a cost.
The Decoupling
Nvidia walks away from $100B OpenAI bet. Apple runs on Anthropic while losing its AI team. SpaceX-xAI-Tesla merger talks begin. The partnerships that defined AI...
Apple's AI Capitulation: The Gemini Deal and the End of "The Whole Widget"
Apple partnering with Google for Siri isn't a pivot—it's a surrender that undermines the company's core strategic identity

Coverage Timeline

2026-03-19
Reuters 9 related

Counterpoint: Apple's China smartphone sales grew 23% YoY in the first nine weeks of 2026, as China's overall market fell 4% YoY amid higher memory chip prices

Apple (AAPL.O) posted a 23% surge in China smartphone sales in the first nine weeks of 2026, bucking a broader market decline …

Wall Street Journal 13 related

AppMagic: Apple's revenue from GenAI apps grew from ~$35M in January 2025 to a high of $101M in August 2025, with 75% coming from ChatGPT and only ~5% from Grok

Apple AAPL -1.69%decrease; red down pointing triangle is on pace to surpass $1 billion in artificial-intelligence revenue this year …

2026-03-17
Asymco 7 related

As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move

The 3rd? most valuable company on Earth watched as its rivals lit $650 billion on fire and did nothing.

2026-03-16
Asymco 9 related

As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move

The 3rd? most valuable company on Earth watched as its rivals lit $650 billion on fire and did nothing.

2026-03-10
Bloomberg 28 related

Sources: Apple made ~55M iPhones in India in 2025, up 53% YoY from 36M in 2024, or ~25% of total iPhone production, as it shifts away from China amid US tariffs

2026-02-28
CNBC 100 related

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February

Anthropic's Claude artificial intelligence assistant app jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday …

2026-02-24
Wall Street Journal 35 related

A look at Apple's efforts to reshore the US chip supply chain, as the company commits to buying 100M+ chips from TSMC Arizona in 2026, amid US-China tensions

The iPhone maker wants more supply based in U.S., which remains years behind Asia Share Resize 5 Listen (2 min) You may also like Checkbox Embed code copied …

2026-02-19
Bloomberg 5 related

Apple's 40-day correlation to the Nasdaq 100 Index fell to 0.21 last week, the lowest since 2006, making it an appealing alternative to the AI-fueled volatility

It's been nearly 20 years since Apple Inc. was this untethered from its tech peers, giving investors an appealing alternative …

2026-02-15
MacRumors 14 related

Apple says 74% of iPhones launched in the last four years and 66% of all iPhones are running iOS 26; 68% of iPhones were running iOS 18 as of Jan. 21, 2025

2026-02-14
MacRumors 14 related

Apple says 74% of iPhones launched in the last four years and 66% of all iPhones are running iOS 26; 68% of iPhones were running iOS 18 as of Jan. 21, 2025

Apple has shared updated iOS 26 and iPadOS 26 adoption figures, revealing how many iPhones and iPads are running those software versions.

Loading articles...

Quarterly Coverage

Top Sources

Narrative

Apple has appeared in 9,212 Techmeme articles since December 2014, making it one of the most-covered entities in the archive. The biggest stories include Apple refreshes the 14" and 16" MacBook Pro with M5 Pro and M5 Max: up to 4x faster LLM... and President Trump says that the tariffs he has threatened against Apple would also be aimed.... Frequently covered alongside iPhone, Google, Amazon, iPad, and Facebook.

Key Moments

2024Q2regulation -14pts
2024Q3funding +8pts
2025Q1research -6pts; regulation +8pts

Relationships

Loading graph...