From a note to Piper Sandler clients that landed on my desktop Wednesday.

If you ask Gartner, they grew by 3.5%. According to IDC, they fell by 24%.

"Some component orders for mid-November onwards have been slightly reduced (mainly for the 16 base model and 16 Plus), but by ...

Walmart is still the biggest Apple Pay holdout by a wide margin, and the company has shown no signs of changing its tune.

"When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly ...

From Ines Lin and Jerry Chen's "AI-powered smart glasses key to the revival of Google's rocky AR/VR development" posted ...

From a note to KeyBanc clients that landed on my desktop Monday.

From Joe Rossignol's "Apple Potentially Facing Worst Leak Since iPhone 4 Was Left in a Bar" posted Monday by MacRumors.

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

From Vahid Karaahmetovic's "Apple shares tick lower as Jefferies cuts rating on rich valuation" posted Monday by ...

Posted last week on Heberlein's blog.

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