Apple’s reported move toward Chinese memory is turning into a much bigger story for the sector than the first headlines suggested, and I think the market is worrying about the wrong part of it. The reports say Apple is testing CXMT for DRAM and YMTC for NAND, aimed at iPhones and other devices sold specifically inside China, with Washington possibly deciding whether to allow it after a Trump-Xi meeting in September.

Beginning today, Disney+ subscribers will be able to access a new immersive environment from National Geographic with the Disney+ app on Apple Vision Pro, which will transport users to the breathtaking natural beauty of Iceland’s Thingvellir National Park. The new Disney+ environment marks National Geographic’s first-ever immersive project for Apple Vision Pro. The new National Geographic environment will transport Disney+ subscribers on Apple Vision Pro to the unique rocky terrain of Thingvellir National Park on a snowy winter day, allowing them to explore their surroundings via interactive elements and sounds that make the space come to life.