From a note to BofA Securities clients that landed on my desktop Thursday.

From "Apple Researching Groundbreaking Image Sensor Tech to Achieve Dynamic Range on Par With Human Eye" posted Wednesday by ...

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

Apple claimed the top spot during the sales period, with three iPhone variants securing spots on the top half of the bestseller list. — Counterpoint Research ...

From Ed Hardy's "Apple delays launch of folding iPad" posted Wednesday by Cult of Mac.

Short-term opportunity in Apple" which aired Tuesday on CNBC.

From "Apple overpromised and underdelivered with Apple Intelligence, says Maxim's Tom Forte" which aired Tuesday on CNBC.

From "Apple’s Odds of Successfully Launching New Siri in 2026 Are Rising" posted Tuesday to Deepwater Assets subscribers.

From Adam Clark's "Apple Stock Gets an Upgrade. That Doesn’t Mean It’s Time to Buy." posted Tuesday by Barron's.

"If one believes even half of what Google, OpenAI, Anthropic, Meta and so on say about where the use of AI agents is going, ...

From "Apple needs to supercharge their AI efforts, says Needham's Laura Martin" posted Tuesday by CNBC.