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With Swift Assist still MIA, Apple turns to Anthropic for AI coding helpapple ai coding anthropic7 days ago
Published May 3, 2025 by Philip Elmer-DeWitt

With Swift Assist still MIA, Apple turns to Anthropic for AI coding help

The Anthropic partnership is an acknowledgment that Apple could use some outside help.

Read More With Swift Assist still MIA, Apple turns to Anthropic for AI coding help

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Saturday Apple video: 'We are a uniquely American company'apple saturday uniquely american7 days ago
Published May 3, 2025 by Philip Elmer-DeWitt

Saturday Apple video: 'We are a uniquely American company'

"I've always said that Apple could only have been created in the United States." — Tim Cook

Read More Saturday Apple video: 'We are a uniquely American company'

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Tariffs loom large in Apple's 'risk factors'apple tariffs 10Q1 week ago
Published May 2, 2025 by Philip Elmer-DeWitt

Tariffs loom large in Apple's 'risk factors'

"Any of the foregoing could materially adversely affect the Company’s business, results of operations, financial condition and stock price."

Read More Tariffs loom large in Apple's 'risk factors'

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Apple's Q2 2025 results: What the analysts are sayingapple q22025 analysts saying1 week ago
Published May 2, 2025 by Philip Elmer-DeWitt

Apple's Q2 2025 results: What the analysts are saying

Excerpts from the notes I've seen. More as they come in.

Read More Apple's Q2 2025 results: What the analysts are saying

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Premarket: Apple is redapple premarket red 5-6-251 week ago
Published May 2, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Rise as China Opens Door to U.S. Trade Talks. Job Numbers Loom." posted early Friday.

Read More Premarket: Apple is red

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Apple's fiscal Q2 2025: What the talking heads are sayingapple q22025 talking heads1 week ago
Published May 2, 2025 by Philip Elmer-DeWitt

Apple's fiscal Q2 2025: What the talking heads are saying

Some of the commentary that caught my eye. More as it comes in.

Read More Apple's fiscal Q2 2025: What the talking heads are saying

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Best and worst Apple analysts: Fiscal Q2 2025apple best worst q220251 week ago
Published May 2, 2025 by Philip Elmer-DeWitt

Best and worst Apple analysts: Fiscal Q2 2025

This quarter the amateurs — with four exceptions — got their spreadsheets handed to them by the pros.

Read More Best and worst Apple analysts: Fiscal Q2 2025

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Apple's strong fiscal Q2 2025 in five easy chartsapple q22025 five charts1 week ago
Published May 1, 2025 by Philip Elmer-DeWitt

Apple's strong fiscal Q2 2025 in five easy charts

Apple's March quarter results beat the Street's estimates on both the top and bottom lines, with iPhone sales above expectations and wearable sales below.

Read More Apple's strong fiscal Q2 2025 in five easy charts

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Oppenheimer: The 'App Store tax' ruling could peel 3% off Apple's incomeapple oppenheimer peel1 week ago
Published May 1, 2025 by Philip Elmer-DeWitt

Oppenheimer: The 'App Store tax' ruling could peel 3% off Apple's income

"It is likely that most developers, particularly mobile game developers, will proactively take advantage of new alternatives." — Analyst Martin Yang

Read More Oppenheimer: The 'App Store tax' ruling could peel 3% off Apple's income

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Apple Earnings Smackdown: Final estimates Q2 2025apple q22025 eanings smackdown final1 week ago
Published May 1, 2025 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final estimates Q2 2025

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.

Read More Apple Earnings Smackdown: Final estimates Q2 2025

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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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