devtake.dev — Kevan ParekhArticles on devtake.dev covering Kevan Parekh.https://devtake.dev/en-usApple dropped its 7-year 'net cash neutral' policy. Ternus is freeing up the balance sheet for AI.https://devtake.dev/article/apple-ternus-power-on-invest-cash-differently/https://devtake.dev/article/apple-ternus-power-on-invest-cash-differently/Mark Gurman's May 3 Power On reads Apple's quiet capital-allocation shift as cover for John Ternus to spend more on AI infrastructure and acquisitions, less on buybacks.Tue, 05 May 2026 09:45:00 GMTappleapplejohn-ternustim-cookmark-gurmanai-infrastructureai-chipshyperscalercapital-allocationnaomi-parkApple booked $111.2B in Q2 with Ternus on the call. Cook warned about RAMageddon.https://devtake.dev/article/apple-q2-2026-ternus-first-earnings-call/https://devtake.dev/article/apple-q2-2026-ternus-first-earnings-call/Apple posted record Q2 revenue of $111.2B (up 17%). John Ternus joined his first earnings call as named CEO. Cook warned AI memory costs will hit Apple's June quarter.Fri, 01 May 2026 11:45:00 GMTappleapplejohn-ternustim-cookq2-earningsramageddonmemoryiphone-17ai-chipsnaomi-park