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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Jessica Levin: Apple's AI deal with Google runs deepapple lessin google AI4 hours ago
Published March 25, 2026 by Philip Elmer-DeWitt

Jessica Levin: Apple's AI deal with Google runs deep

"In fact, Apple has complete access to the Gemini model in its own data center facilities."

Read More Jessica Levin: Apple's AI deal with Google runs deep

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OpenAI kills Disney-backed token-wasting Soraapple sora openai altman6 hours ago
Published March 25, 2026 by Philip Elmer-DeWitt

OpenAI kills Disney-backed token-wasting Sora

"The Sora discontinuation is a rebuke to OpenAI’s previous strategy, which involved an array of product launches that created a complicated organizational structure and competing priorities."

Read More OpenAI kills Disney-backed token-wasting Sora

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Raw data: Insider trading on Trump's Iran plansapple trump iran treason7 hours ago
Published March 25, 2026 by Philip Elmer-DeWitt

Raw data: Insider trading on Trump's Iran plans

Some might call it "treason."

Read More Raw data: Insider trading on Trump's Iran plans

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iOS 26.4 adds a touch of AI to Apple Music, plus more emojisapple intelligence music emojis8 hours ago
Published March 25, 2026 by Philip Elmer-DeWitt

iOS 26.4 adds a touch of AI to Apple Music, plus more emojis

Playlist Playground (in beta) uses AI to generate a song playlist from a text prompt.

Read More iOS 26.4 adds a touch of AI to Apple Music, plus more emojis

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Premarket: Apple is greenapple premarket green 3-25-269 hours ago
Published March 25, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Markets Rebound. Stock Futures Surge, Oil Slumps on Iran Peace Talk Hopes." posted early Wednesday.

Read More Premarket: Apple is green

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Everything Mark Gurman knows about Siri's overhaulapple siri reboot gurman23 hours ago
Published March 24, 2026 by Philip Elmer-DeWitt

Everything Mark Gurman knows about Siri's overhaul

"The new Siri is slated to be unveiled June 8 at the iPhone maker’s Worldwide Developers Conference."

Read More Everything Mark Gurman knows about Siri's overhaul

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Morgan Stanley survey: Good news for Apple suppliers, bad news for Androidapple morgan stanley android1 day ago
Published March 24, 2026 by Philip Elmer-DeWitt

Morgan Stanley survey: Good news for Apple suppliers, bad news for Android

"Apple remains the only brand with both a positive and improving Y/Y net switching rate." — Analyst Erik Woodring

Read More Morgan Stanley survey: Good news for Apple suppliers, bad news for Android

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BofA cuts Apple target $5 to $320 on staggered iPhone rolloutbofa apple wamsi 3201 day ago
Published March 24, 2026 by Philip Elmer-DeWitt

BofA cuts Apple target $5 to $320 on staggered iPhone rollout

"By moving to a more balanced launch, the supply chain is better able to manage more steady utilization rates and not have to ramp up and down production as materially as in past cycles." — Analyst Wamsi Mohan

Read More BofA cuts Apple target $5 to $320 on staggered iPhone rollout

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Schwab's Tom White shrugs off BofA's Apple price target cutapple schwab bofa options1 day ago
Published March 24, 2026 by Philip Elmer-DeWitt

Schwab's Tom White shrugs off BofA's Apple price target cut

From "Key levels to watch on Apple" which aired Monday on the Schwab Network.

Read More Schwab's Tom White shrugs off BofA's Apple price target cut

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Evercore: The Apple flywheel is in full effectapple evercore flywheel1 day ago
Published March 24, 2026 by Philip Elmer-DeWitt

Evercore: The Apple flywheel is in full effect

"Monetization expands beyond just the App Store, providing Apple with multiple ways to achieve double-digit Services growth." — Analyst Amit Daryanani From a note to Evercore…

Read More Evercore: The Apple flywheel is in full effect

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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.]

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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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