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

From Pei Li's "Apple, Tencent Agree to 15% Cut of WeChat Mini App Spending" posted Thursday by Bloomberg.

From William Gallagher's "EU developers don't pass on App Store fee savings to users" posted Wednesday by AppleInsider.

From Khac Phu Nguyen's "Apple Turns AI Caution Into Gold as Rivals Drown in Spending Spree" posted Tuesday by GuruFocus.

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