From Ed Harvey's "iPhone rakes in 3 times the revenue of any rival" posted Monday by Cult of Mac.

From Thompson's "Apple’s AI Strategy, Redux" ($) posted Tuesday by Stratechery.

From a thread posted Sunday on X by the Barron's senior writer and author of "The Nvidia Way." ...

Soon" posted Monday ...

From Kate Conger's "So Long to Tech’s Dream Job" posted Monday by the New York Times.

Zuckerberg is clearly betting that advanced artificial intelligence’s near emergence will finally open the door to a ...

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

"If Netflix can reverse its philosophy on ads, there’s no reason Apple can’t do it too." ...

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

Apple will do this. This is sort of ours to grab." ...

From "Watershed Moment for AI Revolution," a note to Wedbush clients that landed on my desktop Thursday.

Excerpts from the notes that crossed my desk. More as they come in.