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 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 "Apple bids for Formula 1 rights in US after success of Brad Pitt film" ($) posted Tuesday by the Financial Times.

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." ...

From Barron's' "Market Calmed by Extended Tariffs Deadline. Stock Futures Steady After Selloff." posted early Tuesday.

"Look, Jim, going back to the first Trump term Tim Cook has continually asked for more time in order to move his factories out of China." — Peter Navarro ...

These moves reportedly impacted morale and were a factor in Ruoming Pang departing, although we think the $10s of millions in annual compensation was likely the main driver. — Analyst Amit Daryanani ...

The $124-million project was nearly canceled this month due to a funding shortfall. From Annalise Freimarck's "Apple rescues ...