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.
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." ...
Blake Brittain's "US jury says Apple must pay Masimo $634 million in smartwatch patent case" posted Saturday by Reuters.
From "Apple intensifies succession planning for CEO Tim Cook" ($) 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 "Apple's China business hasn't 'turned the corner' despite recent growth: Morgan Stanley’s Woodring" which aired Friday ...
A long-time friend of the blog invites submissions.
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 "The iPhone Air is INCREDIBLE. So why is media saying it’s failing?" which aired last week.
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