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Evercore's Amit Daryanani takes a deep dive into Apple's antitrust risksapple evercore antitrust deep dive11 months ago
Published May 18, 2025 by Philip Elmer-DeWitt

Evercore's Amit Daryanani takes a deep dive into Apple's antitrust risks

Bull case (Apple wins everything): $300. Bear case (loses everything): $144. 

Read More Evercore's Amit Daryanani takes a deep dive into Apple's antitrust risks

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From icon to afterthought: Is Jobs’ legacy being airbrushed away?apple airbrushed jobs Tommo11 months ago
Published May 18, 2025 by Philip Elmer-DeWitt

From icon to afterthought: Is Jobs’ legacy being airbrushed away?

An ode to Steve from Tommo_UK that landed — unbidden — on my desktop Sunday.

Read More From icon to afterthought: Is Jobs’ legacy being airbrushed away?

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This week's Apple trading strategies (5/19-5/23/25)apple trading strategies 5-19-2511 months ago
Published May 18, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (5/19-5/23/25)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (5/19-5/23/25)

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Look who's trying to block Apple's partnerships with Chinese AIapple alibaba block china12 months ago
Published May 17, 2025 by Philip Elmer-DeWitt

Look who's trying to block Apple's partnerships with Chinese AI

There is concern in Washington that an Apple deal with Alibaba would set a problematic precedent.

Read More Look who's trying to block Apple's partnerships with Chinese AI

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AI overview of the latest Epic-Apple disputeapple epic sweeney AI12 months ago
Published May 17, 2025 by Philip Elmer-DeWitt

AI overview of the latest Epic-Apple dispute

In essence, Apple claims they haven't blocked Fortnite's EU return, but Epic's attempt to simultaneously submit the app for both US and EU storefronts may have led to the current situation.

Read More AI overview of the latest Epic-Apple dispute

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Digitimes: Apple scrambles to boost sagging iPhone sales in Chinaapple iphone china subsidy12 months ago
Published May 17, 2025 by Philip Elmer-DeWitt

Digitimes: Apple scrambles to boost sagging iPhone sales in China

Reports indicate Apple is further reducing prices on some iPhone 16 Pro models to meet subsidy eligibility requirements, aiming to boost sales and regain market share.

Read More Digitimes: Apple scrambles to boost sagging iPhone sales in China

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Saturday Apple video: Consciously Genius, a Steve Jobs documentary (2025)Apple Saturday video consciously12 months ago
Published May 17, 2025 by Philip Elmer-DeWitt

Saturday Apple video: Consciously Genius, a Steve Jobs documentary (2025)

"A meditation on what it takes to truly change the world."

Read More Saturday Apple video: Consciously Genius, a Steve Jobs documentary (2025)

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Apple isn't giving Epic a break in the U.S. or the EUapple epic fortnite blocked12 months ago
Published May 16, 2025 by Philip Elmer-DeWitt

Apple isn't giving Epic a break in the U.S. or the EU

CEO Tim Sweeney claims that Apple’s app review process has been “weaponized by senior management.”

Read More Apple isn't giving Epic a break in the U.S. or the EU

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Apple Vision Pro: Regrets onlyapple vision pro regrets12 months ago
Published May 16, 2025 by Philip Elmer-DeWitt

Apple Vision Pro: Regrets only

"I wouldn’t recommend anyone buying it, unless you’re really rich and you don’t know what to do with your money." — Early adopter Tovia Goldstein

Read More Apple Vision Pro: Regrets only

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Daniel Ives: Apple bulls need to look past the next 3 monthsapple 2026 wedbush ives12 months ago
Published May 16, 2025 by Philip Elmer-DeWitt

Daniel Ives: Apple bulls need to look past the next 3 months

"We maintain our OUTPERFORM and $270 PT reflecting incremental confidence in the India and China iPhone supply chain situation."

Read More Daniel Ives: Apple bulls need to look past the next 3 months

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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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