From "Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy" posted Sunday by the Wall Street Journal.

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

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.

From "Apple's China business hasn't 'turned the corner' despite recent growth: Morgan Stanley’s Woodring" which aired Friday ...

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.

From Ryan Vlastelica and Carmen Reinicke's "Apple’s Restraint Finds Fans as AI Spending Faces Scrutiny" ($) posted Tuesday by ...