From Reuters' "Apple takes 25% share of China smartphone market in October on iPhone 17 demand" posted Tuesday.

From Samantha Kelly's "Apple’s $230 Cloth iPhone Pouch Is Already Sold Out" posted Friday by Bloomberg.

"It is the best ever start to a December quarter for Apple, with total sell-through far surpassing its previous peak in ...

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

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

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

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

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.] ...

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

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.

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