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

From Lauren Hirsch and Tripp Mickle's "Intel Said to Seek Investment From Apple" posted Wednesday by the New York Times.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.] ...

"FCC intervention has made owning broadcasting licenses too expensive and too volatile for DIS shareholders, in our view." — ...

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

From a note to J.P. Morgan clients that landed on my desktop Friday.

"You need actually a reason to reach out and buy this one instead of the market broadly, and I don't see that." — YieldMax's ...

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As of Saturday morning, anyone in Guangzhou, Guangdong province, looking to buy any variant of the iPhone 17 series faced a waiting period extending to October 15.

From "OpenAI Raids Apple for Hardware Talent, Manufacturing Partners" ($) posted Friday by The Information.

"The robust translation technology in the AirPods is a sign that Apple is still in the A.I. race, despite its early stumbles." ...

"Upon closer inspection of Ray-Ban Display's specification and discussion with MR supply chain contacts, our answer to both questions is no." — Analyst Martin Yang ...