Apple and ESPN are the only suitors at the table." ...

"What's important when you're in that hedge fund mode, is to not do anything remotely truthful." ...

From "Tim Cook and Eddy Cue attend ‘summer camp for billionaires in Sun Valley" posted Friday by MacDailyNews.

Tommo_UK ...

Apple Leadership Changes" posted Thursday to Deepwater Asset Management subscribers.

From "Lightshed's Walter Piecyk on why he thinks Apple needs a new CEO" which aired Wednesday on CNBC.

From "Apple Drives 31% YoY Jump in Japan’s Q1 2025 Smartphone Sales" posted Thursday by Counterpoint Research.

From Gurman's "Apple Readies First Upgrade to Its Struggling Vision Pro Headset" posted Wednesday by Bloomberg.

From Barron's' "Market Rally Falters as Trump Targets Brazil With 50% Tariff. Stock Futures Falling." posted early Thursday.

From Adam Lashinsky's " Apple faces existential problems — and is in need of new blood" posted Wednesday.

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

"We think this is a long planned transition and quickly appointing an internal higher speaks to the depth of Apple’s bench." ...