From Evan Halper's "Microsoft deal would reopen Three Mile Island nuclear plant to power AI" posted last Friday by the ...

"Looking forward, it would be a critical datapoint to watch for whether lead times moderate into Wk3." — Analyst Samik ...

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

From "How Will Apple Intelligence Impact iPhone Upgrade Cycle?" posted Saturday by Team Counterpoint.

A place for Apple traders and investors to share their best ideas.

From Gurman's Power On column, mailed early Sunday to Bloomberg Technology subscribers.

From Charles Martin's "Protests at Apple Stores in multiple cities mar iPhone 16 launch" posted Saturday by AppleInsider.

From "Xiaomi Overtakes Apple to Become World’s No. 2 Smartphone Brand in Aug" posted last Wednesday by Team Counterpoint.

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

Next Post Russian grey-market reseller says pre-orders for iPhone 16 are up 15% over the 15 ...

We knew the index funds had to move a lot of Apple shares around today. My take: I didn't expect it to end like this.

From "Expect Apple to benefit from its Apple Intelligence software, says Bernstein's Toni Sacconaghi" which aired Friday on ...