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

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

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

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.

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

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

Blake Brittain's "US jury says Apple must pay Masimo $634 million in smartwatch patent case" posted Saturday by Reuters.

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

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 ...