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

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

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

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

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

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

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

From Alex Eule's "Apple Is the World’s Most Valuable Stock. It’s Still Underestimated." posted Friday by Barron's.

He was smelly, disheveled and oddly dressed.

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

From Reuters' "Russians unfazed by higher prices as iPhone pre-order demand soars" posted Friday.

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.