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." ...
From "Apple intensifies succession planning for CEO Tim Cook" ($) posted Friday by the Financial Times.
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 ...
A certain amount of corporate spending on AI companies might not be carefully thought through. It’s more performative, a ...
"We think the quarterly opportunity from Tencent alone could be somewhere in the range of ~$125-400M." — Analyst Amit ...
From Mark Gurman and Edward Ludlow's "Tesla Is Working to Add Apple CarPlay in Bid to Boost Vehicle Sales" posted Friday by Bloomberg.
From "Investors view Apple's capital discipline as a strategic advantage, says Plexo Capital's Lo Toney" which aired ...
From Ryan Vlastelica and Carmen Reinicke's "Apple’s Restraint Finds Fans as AI Spending Faces Scrutiny" ($) posted Tuesday by ...
From "The iPhone Air is INCREDIBLE. So why is media saying it’s failing?" which aired last week.
From Zeyi Yang and Louise Matsakis' "Apple Pulls China’s Top Gay Dating Apps After Government Order" posted Monday by Wired.
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