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." ...

From Reuters' "US stock futures rise as markets await Nvidia earnings, government data" posted early Monday.

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 ...