"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 ...
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 ~$125-400M." — Analyst Amit ...
From Mark Gurman and Edward Ludlow's "Tesla Is Working to Add Apple CarPlay in Bid to Boost Vehicle Sales" posted Friday by Bloomberg.
From "Investors view Apple's capital discipline as a strategic advantage, says Plexo Capital's Lo Toney" which aired ...
From Stan Schroeder's "Apple's iPhone Pocket is a new way to carry the iPhone, and we have questions" posted Tuesday by ...
From Ryan Vlastelica and Carmen Reinicke's "Apple’s Restraint Finds Fans as AI Spending Faces Scrutiny" ($) posted Tuesday by ...
From "The iPhone Air is INCREDIBLE. So why is media saying it’s failing?" which aired last week.