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.
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'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.
From "The iPhone Air is INCREDIBLE. So why is media saying it’s failing?" which aired last week.
From Stan Schroeder's "Apple's iPhone Pocket is a new way to carry the iPhone, and we have questions" posted Tuesday by ...
From "Investors view Apple's capital discipline as a strategic advantage, says Plexo Capital's Lo Toney" which aired ...
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