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 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." ...

"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 ...

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