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What's keeping Wedbush's Daniel Ives up at nightapple ives ai capex23 minutes ago
Published February 7, 2026 by Philip Elmer-DeWitt

What's keeping Wedbush's Daniel Ives up at night

"It's the growing pressure on these companies — from Nvidia to Open Ai to Oracle to Google to Microsoft — in terms of CapEx, and the worry that investors are growing increasingly concerned." 

Read More What's keeping Wedbush's Daniel Ives up at night

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How to turn an Apple Vision Pro into a retro videogame arcadeapple vision pro retrocade41 minutes ago
Published February 7, 2026 by Philip Elmer-DeWitt

How to turn an Apple Vision Pro into a retro videogame arcade

"Includes classic arcade legends like Pac Man, Galaga, Frogger, Space Invaders, Asteroids, Bubble Bobble, Centipede, Breakout, Track and Field, and Haunted Castle."

Read More How to turn an Apple Vision Pro into a retro videogame arcade

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Mark Gurman: Apple will invite outsiders to the CarPlay partyapple car play openai8 hours ago
Published February 7, 2026 by Philip Elmer-DeWitt

Mark Gurman: Apple will invite outsiders to the CarPlay party

"With the move, AI providers such as OpenAI, Anthropic PBC and Alphabet Inc.’s Google will be able to release CarPlay versions of their apps that include a voice-control mode."

Read More Mark Gurman: Apple will invite outsiders to the CarPlay party

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Saturday Apple video: Steve Jobs' gives his 4-week 'status report' at Macworld 1997saturday apple video macworld979 hours ago
Published February 7, 2026 by Philip Elmer-DeWitt

Saturday Apple video: Steve Jobs' gives his 4-week 'status report' at Macworld 1997

"Apple is executing wonderfully on many of the wrong things."

Read More Saturday Apple video: Steve Jobs' gives his 4-week 'status report' at Macworld 1997

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Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarterapple ipad marketshare omdia22 hours ago
Published February 6, 2026 by Philip Elmer-DeWitt

Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarter

"Apple had robust demand and grew their lead as the top tablet vendor."

Read More Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarter

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Las Vegas is betting that Apple will hit $284 in Februaryapple polymarket february1 day ago
Published February 6, 2026 by Philip Elmer-DeWitt

Las Vegas is betting that Apple will hit $284 in February

From "What will Apple (AAPL) hit in February 2026?" posted Friday by Polymarket.

Read More Las Vegas is betting that Apple will hit $284 in February

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In 12 years at the WSJ, Joanna Stern wrote the word 'Apple' more than 750 timesapple joanna stern swansong1 day ago
Published February 6, 2026 by Philip Elmer-DeWitt

In 12 years at the WSJ, Joanna Stern wrote the word 'Apple' more than 750 times

"Allow me to introduce myself. I’m future you—2026 you, to be precise. And I’ve seen some things. Enough things to fill over 500 WSJ columns, nearly 450 videos and 167 newsletters."

Read More In 12 years at the WSJ, Joanna Stern wrote the word 'Apple' more than 750 times

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Premarket: Apple was red, turned greenapple premarket red 2-6-261 day ago
Published February 6, 2026 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Reuters' "Futures stabilize after tech rout, Amazon slides on AI capex lift" posted early Friday.

Read More Premarket: Apple was red, turned green

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Tim Cook tells Apple employees he's 'deeply distraught' by the immigration crackdownapple cook deeply distraught2 days ago
Published February 5, 2026 by Philip Elmer-DeWitt

Tim Cook tells Apple employees he's 'deeply distraught' by the immigration crackdown

“I’ve heard from some of you that don’t feel comfortable leaving your homes,” Cook said during an all-hands meeting with staff on Thursday. “No one should feel this way. No one.”

Read More Tim Cook tells Apple employees he's 'deeply distraught' by the immigration crackdown

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The EU gives Apple Maps and Ads a passapple eu maps ads2 days ago
Published February 5, 2026 by Philip Elmer-DeWitt

The EU gives Apple Maps and Ads a pass

"Neither of these platform services constitute an important gateway for business users to reach end users."

Read More The EU gives Apple Maps and Ads a pass

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Philip Elmer-DeWitt
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.]

Apple 3.0 Archives

Apple 2.0 Archives

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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