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

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

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

From Vlad Savov and Tom Metcalf's "Peter Thiel’s Fund Sold Off Entire Nvidia Stake Last Quarter" posted Monday by Bloomberg.

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.] ...

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

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

"We think the quarterly opportunity from Tencent alone could be somewhere in the range of ~$125-400M." — Analyst Amit ...

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