From Adam Clark's "Apple Stock Gets an Upgrade. What the Numbers Say About iPhone 17 Sales." ($) posted Monday by Barron's.

The clips that caught my eye. More as they come in.

The tenth entry in the "If you were a consultant who had Tim Cook's ear" series.

From "Apple’s biggest iPhone overhaul in years ignites upgrade frenzy" ($) posted Sunday by the Financial Times.

From Gurman's "Power On" column posted Sunday to Bloomberg Technology subscribers.

From "Apple’s iPhone Air sells out in China after CEO Tim Cook’s visit" posted Friday by the South China Morning Post.

From a note to Evercore clients that landed on my desktop Wednesday.

From "iPhone Launch Season Marks Prime Time for Carriers to Win Over New Subs" posted Tuesday.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

"The outlook hike was striking given Taiwan’s biggest company last raised its guidance just three months ago, igniting a ...

Like AI Search Effort to Leave for Meta" posted Wednesday by Bloomberg.

From CNBC's "Apple and F1 reach 5-year media deal, bringing all races to Apple TV streaming in the U.S." posted Friday.