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Meet the brains behind Google Street View10 years ago
Published May 19, 2016 by Philip Elmer-DeWitt

Meet the brains behind Google Street View

This tiny chip could give Google a seven-year edge in artificial intelligence. According to Creative Strategies' Ben Bajarin, who knows this stuff, there are only a handful of companies…

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Six funds that drove Apple's share price last quarter10 years ago
Published May 19, 2016 by Philip Elmer-DeWitt

Six funds that drove Apple's share price last quarter

One more dispatch from the 13Fs filed with the SEC Monday. No company is more heavily traded than Apple. Last quarter, these six funds bought or sold more Apple…

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This is why Apple wishes it were an Internet company10 years ago
Published May 18, 2016 by Philip Elmer-DeWitt

This is why Apple wishes it were an Internet company

It might be valued less like Hewlett Packard or Time Warner and more like Facebook or Yahoo. This bar chart comes courtesy of Bernstein's Toni Sacconaghi, who sees…

Read More This is why Apple wishes it were an Internet company

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Here's what the biggest Apple options traders did last quarter10 years ago
Published May 18, 2016 by Philip Elmer-DeWitt

Here's what the biggest Apple options traders did last quarter

One made a market in Apple. The other was its lead underwriter. Once a quarter, with the release of the SEC forms 13F, we get a…

Read More Here's what the biggest Apple options traders did last quarter

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Look who dumped Apple10 years ago
Published May 17, 2016 by Philip Elmer-DeWitt

Look who dumped Apple

Of the 12 biggest Apple bears, five funds stood out. Like Carl Icahn, they flushed the stock right out of their portfolios. If you wondered where the selling pressure…

Read More Look who dumped Apple

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That was quick10 years ago
Published May 17, 2016 by Philip Elmer-DeWitt

That was quick

Google can take the market cap crown from Apple, but it can't seem to keep it. Last week, Google overtook Apple to become the world's most…

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Chart of the day: Apple is oversold10 years ago
Published May 16, 2016 by Philip Elmer-DeWitt

Chart of the day: Apple is oversold

The stock on Thursday hit a new 52 week low. Apple got hammered again last week, closing down 2.4% compared with -0.6% for the S&P 500 and -0.4%…

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Morgan Stanley: Apple's $1B in Didi could be transformative10 years ago
Published May 16, 2016 by Philip Elmer-DeWitt

Morgan Stanley: Apple's $1B in Didi could be transformative

"If Apple chooses to launch a car," writes Katy Huberty, "it can go to market as hardware-as-a-service instead of through traditional dealerships." Five days later, Wall…

Read More Morgan Stanley: Apple's $1B in Didi could be transformative

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The effect of Apple's buybacks on its share price10 years ago
Published May 14, 2016 by Philip Elmer-DeWitt

The effect of Apple's buybacks on its share price

Don't listen to Tim Cook on Mad Money, says Toni Sacconaghi. Watch what Apple is doing in the open market. Is there money to be made betting for…

Read More The effect of Apple's buybacks on its share price

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Why Morgan Stanley is bullish on Apple in India10 years ago
Published May 13, 2016 by Philip Elmer-DeWitt

Why Morgan Stanley is bullish on Apple in India

They have boots on the ground. I hope Morgan Stanley will forgive me for posting the video below, taken from a note sent to clients Friday…

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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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