Apple’s Recent Wins

Apple scored an important win in its ongoing battle with Masimo over patents related to the Apple Watch’s blood oxygen feature. BNP Paribas raised Apple’s stock price target to $300, up from $260 set in its last investor note, citing a memory shortage opportunity.

Global Developments

The Indian government has given up on its plan to mandate that Apple and other smartphone makers pre-install a state-owned “security” app. Apple will present dozens of studies and demos at the upcoming International Conference on Learning Representations in Rio de Janeiro, Brazil. Additionally, a bug with the Gemini app is removing features and reverting the UI on Android devices.

Industry Trends

Cerebras, an AI chip startup, has filed for IPO after announcing agreements with Amazon Web Services and OpenAI, with the latter deal reportedly worth over $10 billion. Samsung executives discussed the company’s design language, including the Galaxy S26’s vertical camera, which is both a key aspect of its design and a significant problem.

Moving Forward

Apple’s recent wins and upcoming AI conference presentations position the company for growth. The ITC closed the Apple Watch import-ban case, a significant development in Apple’s patent battle with Masimo. Samsung faces design issues, while Cerebras’s IPO filing highlights industry challenges and opportunities.

Updates

• 2026-08-03 — Apple engineer says he was fired after refusing to send cust. device IDs to AT&T (source)
• 2026-06-07 — LLMs are eroding my software engineering career and I don’t know what to do (source)
• 2026-05-21 — ‘Creepy’ Listening Tool for Targeted Ads Didn’t Actually Work, FTC Says (source)
• 2026-05-11 — Apple brings encrypted RCS chats to iPhone (source)
• 2026-04-23 — Titanium Court mashes together genres and cultural references to tell a strange, funny tale (source)
• 2026-04-22 — Apple Pay and MLS Season Pass earn Apple two Webby Awards (source)
• 2026-04-22 — Windows 9x Subsystem for Linux (source)
• 2026-04-21 — Meta has misled users about scam ads on Facebook and Instagram, lawsuit says (source)
• 2026-04-20 — Judge says White House can’t ‘strong-arm’ Apple into blocking ICE trackers (source)