From Vlad Savov and Tom Metcalf's "Peter Thiel’s Fund Sold Off Entire Nvidia Stake Last Quarter" posted Monday by Bloomberg.

From Windsor's "Looking for a new Cook" posted Monday by Radio Free Mobile.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.] ...

"Beyond upgrading the products themselves, Apple is changing when it releases new iPhones." ...

Blake Brittain's "US jury says Apple must pay Masimo $634 million in smartwatch patent case" posted Saturday by Reuters.

From a note to KeyBanc clients that landed on my desktop Sunday.

From "Apple intensifies succession planning for CEO Tim Cook" ($) posted Friday by the Financial Times.

"We think the quarterly opportunity from Tencent alone could be somewhere in the range of ~$125-400M." — Analyst Amit ...

From "iPhone 17 and Xiaomi 17 Series Help Drive Brands’ China Sell-Out in First Month of Availability" posted Friday.

A long-time friend of the blog invites submissions.

A certain amount of corporate spending on AI companies might not be carefully thought through. It’s more performative, a ...

From "The iPhone Air is INCREDIBLE. So why is media saying it’s failing?" which aired last week.