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.

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From GuruFocus' "Apple Stock Reaches All-Time High on Strong iPhone 17 Sales" posted earlier Monday.

From "iPhone 17 Far Outpaces iPhone 16 Sales in China and US During First 10 Days of Availability" posted Monday.

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.

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

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