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J.P. Morgan: Apple's App Store revenue fell 10% last monthapple app store feb252 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

J.P. Morgan: Apple's App Store revenue fell 10% last month

"February tracks below seasonal, however above seasonal January keeps F2Q25 on track." — Analyst Samik Chatterjee

Read More J.P. Morgan: Apple's App Store revenue fell 10% last month

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Daniel Ives: Trump tariff war is a tech buying opportunityapple trump2 buying opportunity2 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

Daniel Ives: Trump tariff war is a tech buying opportunity

"This is all a game of high stakes poker to get other countries to the negotiating table and will very likely not last for an elongated period of time."

Read More Daniel Ives: Trump tariff war is a tech buying opportunity

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Apple hit with double whammy Trump tariff (video)apple trump china double2 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

Apple hit with double whammy Trump tariff (video)

"I don't know what else Tim Cook can give." — CNBC's Steve Kovach

Read More Apple hit with double whammy Trump tariff (video)

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Premarket: Apple was green, turned redapple premarket green 4-15-20252 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From CNBC' "Stock futures are flat following big sell-off as Trump’s tariffs spark retaliation" posted early Tuesday.

Read More Premarket: Apple was green, turned red

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Ben Bajarin on Apple's modem chip (video)apple c1 modem bajarin2 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Ben Bajarin on Apple's modem chip (video)

"Modems are hard."

Read More Ben Bajarin on Apple's modem chip (video)

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Apple did the right thing by not investing in AI, says analyst (video)apple safe haven reitzes2 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Apple did the right thing by not investing in AI, says analyst (video)

From "Apple is a 'safe haven' amid tech slide, says Melius Research's Ben Reitzes" which aired Monday on CNBC.

Read More Apple did the right thing by not investing in AI, says analyst (video)

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Apple silicon fab investing billions in U.S. chip factoriesapple tsmc us billions2 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Apple silicon fab investing billions in U.S. chip factories

From Stephanie Lai and Debby Wu's "TSMC Poised to Announce $100 Billion Investment in US Plants" posted Monday by Bloomberg.

Read More Apple silicon fab investing billions in U.S. chip factories

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New MacBook Air: Apple leaks from the topapple air cook leak2 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

New MacBook Air: Apple leaks from the top

Tim Cook seems to have added one more duty to his awesome responsibilities as CEO of Apple.

Read More New MacBook Air: Apple leaks from the top

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Chart: The evolution of Apple Silicon2 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Chart: The evolution of Apple Silicon

Posted Sunday on X by MacRumors' Aaron Parris.

Read More Chart: The evolution of Apple Silicon

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Daniel Ives, back from Far East, says tide will turn for Apple in Juneapple china tide turn2 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Daniel Ives, back from Far East, says tide will turn for Apple in June

"China has been a major headwind for Apple over the last year but we believe starting in the June quarter growth returns to this flagship region with easier comps going forward into FY26."

Read More Daniel Ives, back from Far East, says tide will turn for Apple in June

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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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