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Apple opens up a new Chinese revenue stream with 15% of WeChat mini gamesapple tencent wechat minigames5 months ago
Published November 13, 2025 by Philip Elmer-DeWitt

Apple opens up a new Chinese revenue stream with 15% of WeChat mini games

Apple’s agreement with Tencent marks an important step toward normalizing relations in one of its most important markets.

Read More Apple opens up a new Chinese revenue stream with 15% of WeChat mini games

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Apple-funded study suggests that the EU's $2.5 billion App Store fines were for naughtapple eu fines developers5 months ago
Published November 13, 2025 by Philip Elmer-DeWitt

Apple-funded study suggests that the EU's $2.5 billion App Store fines were for naught

The claim is that EU users are not benefiting, and nor are EU-based developers.

Read More Apple-funded study suggests that the EU's $2.5 billion App Store fines were for naught

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Premarket: Apple was green, turned redapple premarket mcintosh 3-30-265 months ago
Published November 13, 2025 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From Reuters' "US futures muted as traders await data after federal reopen" posted Early Thursday.

Read More Premarket: Apple was green, turned red

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CNBC: Apple's minimal AI CapEx spend — pro and con (video)apple capex cnbc video5 months ago
Published November 12, 2025 by Philip Elmer-DeWitt

CNBC: Apple's minimal AI CapEx spend — pro and con (video)

From "Apple's minimal AI spend may lead to big gaps in competition, says Big Technology's Alex Kantrowitz" which aired Tuesday on CNBC.

Read More CNBC: Apple's minimal AI CapEx spend — pro and con (video)

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Apple as AI safe harborapple ai safe harbor5 months ago
Published November 12, 2025 by Philip Elmer-DeWitt

Apple as AI safe harbor

Light footprint, fortress balance sheet, massive cash reserves.

Read More Apple as AI safe harbor

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Apple's CapEx strategy is working to its advantange. Finally.apple ai capex strategy5 months ago
Published November 12, 2025 by Philip Elmer-DeWitt

Apple's CapEx strategy is working to its advantange. Finally.

"There is this positive feel for Apple that they don’t have to answer the big question that everybody else does, which is: What is the return on your invested capital in all of these other areas?" — Zack's Brian Mulberry

Read More Apple's CapEx strategy is working to its advantange. Finally.

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Premarket: Apple was green, turned redapple premarket mcintosh 3-30-265 months ago
Published November 12, 2025 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From CNBC's "Stock futures rise slightly after record-setting day for Dow" posted early Wednesday.

Read More Premarket: Apple was green, turned red

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Tech Dad: Apple trimming 1M units doesn't make the iPhone Air a bust (video)apple iphone air undead5 months ago
Published November 11, 2025 by Philip Elmer-DeWitt

Tech Dad: Apple trimming 1M units doesn't make the iPhone Air a bust (video)

"Do you know what Google would give to have this market share on this model alone?"

Read More Tech Dad: Apple trimming 1M units doesn't make the iPhone Air a bust (video)

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Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.apple needham hyperscalers win5 months ago
Published November 11, 2025 by Philip Elmer-DeWitt

Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.

"The biggest spenders on GenAI infrastructure are already seeing real world improvements in their revenue growth and costs." — Analyst Laura Martin.

Read More Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.

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New from Apple: A $230 pleated sock to carry your iPhoneapple sock bag 2305 months ago
Published November 11, 2025 by Philip Elmer-DeWitt

New from Apple: A $230 pleated sock to carry your iPhone

"Apple says that when stretched, the open textile allows the users to peak at their iPhone display, meaning you'll be able to check notifications without removing your phone from the Pocket."

Read More New from Apple: A $230 pleated sock to carry your iPhone

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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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