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A good day to own Apple. A good day to buy Nvidia?apple nvidia deepseek meltup6 months ago
Published January 27, 2025 by Philip Elmer-DeWitt

A good day to own Apple. A good day to buy Nvidia?

From Adam Clark's "Apple Stock Defies the Tech Slump. Its AI Strategy May Be Paying Off." posted Monday by Barron's.

Read More A good day to own Apple. A good day to buy Nvidia?

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Daniel Ives: The Street's post-DeepSeek slump is an AI buying opportunityapple deepseek wedbush ives6 months ago
Published January 27, 2025 by Philip Elmer-DeWitt

Daniel Ives: The Street's post-DeepSeek slump is an AI buying opportunity

"No US Global 2000 is going to use a Chinese start-up DeepSeek to launch their AI infrastructure and use cases."

Read More Daniel Ives: The Street's post-DeepSeek slump is an AI buying opportunity

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Mark Gurman: Apple is falling behind in both AI and ARapple behind AI AR6 months ago
Published January 26, 2025 by Philip Elmer-DeWitt

Mark Gurman: Apple is falling behind in both AI and AR

"Rivals like Meta Platforms Inc. and Alphabet Inc.’s Google have jumped ahead in the AR race."

Read More Mark Gurman: Apple is falling behind in both AI and AR

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CNBC: AI bandwagon leaving the station without Appleapple missed ai mandwagon6 months ago
Published January 23, 2025 by Philip Elmer-DeWitt

CNBC: AI bandwagon leaving the station without Apple

The latest news in the AI space is Stargate, the partnership between Oracle, Japanese investment firm SoftBank and OpenAI.

Read More CNBC: AI bandwagon leaving the station without Apple

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Daniel Ives: Apple investors have nothing to fear but fear itselfapple wedbush ives fear6 months ago
Published January 23, 2025 by Philip Elmer-DeWitt

Daniel Ives: Apple investors have nothing to fear but fear itself

"We believe the panic and bear frenzy around Apple is way overdone."

Read More Daniel Ives: Apple investors have nothing to fear but fear itself

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Nvidia overtakes Appleapple nvidia market cap macdailynews6 months ago
Published January 22, 2025 by Philip Elmer-DeWitt

Nvidia overtakes Apple

The market-cap watch continues.

Read More Nvidia overtakes Apple

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In iOS 18.3, Apple Intelligence will be opt outapple intelligence opt out6 months ago
Published January 22, 2025 by Philip Elmer-DeWitt

In iOS 18.3, Apple Intelligence will be opt out

From Juli Clover's "macOS Sequoia 15.3 and iOS 18.3 Enable Apple Intelligence Automatically" posted Tuesday by MacRumors.

Read More In iOS 18.3, Apple Intelligence will be opt out

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AI features fail to impress iPhone and Samsung usersapple ai samsung unimpressed6 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

AI features fail to impress iPhone and Samsung users

"73% of iPhone Users and 87% of Samsung Users Say They Add Little or No Value."

Read More AI features fail to impress iPhone and Samsung users

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Second thoughts about AIapple ai minsky papert6 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

Second thoughts about AI

"It’s hard, and it’s early and there’s not a clear value proposition yet for mainstream consumers." — Creative Strategies' Ben Bajarin

Read More Second thoughts about AI

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Hallucinations sent Apple Intelligence features back for fine tuningapple intelligence hallucinations news6 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

Hallucinations sent Apple Intelligence features back for fine tuning

"When you enable notification summaries, iOS 18.3 will make it clearer that the feature – like all Apple Intelligence features – is a beta."

Read More Hallucinations sent Apple Intelligence features back for fine tuning

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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 ($)
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