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

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

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

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

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 "Apple's China business hasn't 'turned the corner' despite recent growth: Morgan Stanley’s Woodring" which aired Friday ...

From Mark Gurman and Edward Ludlow's "Tesla Is Working to Add Apple CarPlay in Bid to Boost Vehicle Sales" posted Friday by Bloomberg.

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

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 Zeyi Yang and Louise Matsakis' "Apple Pulls China’s Top Gay Dating Apps After Government Order" posted Monday by Wired.