From Jesse Pound's "The new AI rally is leaving Apple behind, at least for now" ($) posted Thursday by CNBC Pro.

From Sankalp Phartiyal's "Apple, Google Face Pressure From India to Open Up App Stores" posted Thursday by Bloomberg.

From a note to Morgan Stanley clients that landed on my desktop Thursday.

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.] ...

From "UK to investigate Apple and Google's mobile ecosystems" posted Thursday by Reuters.

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

"We believe the panic and bear frenzy around Apple is way overdone." ...

From Imran Khan's "More developers are making VR software for Apple visionOS than PlayStation VR2" posted Tuesday by ...

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

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

Counterpoint reported Tuesday that iPhone sales fell 18.2% in the December quarter. Last week Canalys reported shipments down 25%.