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

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

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

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

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 ...

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

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

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

From Stan Schroeder's "Apple's iPhone Pocket is a new way to carry the iPhone, and we have questions" posted Tuesday by ...