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Apple is No. 6 in Daniel Ives' top 10 names to own before the year endsapple wedbush ives list4 months ago
Published November 25, 2025 by Philip Elmer-DeWitt

Apple is No. 6 in Daniel Ives' top 10 names to own before the year ends

"We believe this is a 1996 Moment... and NOT a 1999 Bubble Moment and remain firmly bullish on tech stocks into year-end and 2026 despite recent investor bearish fears."

Read More Apple is No. 6 in Daniel Ives' top 10 names to own before the year ends

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$2.4 million per Apple employee ain't peanutsapple revenue employee4 months ago
Published November 22, 2025 by Philip Elmer-DeWitt

$2.4 million per Apple employee ain't peanuts

Revenue per employee (RPE) is a metric that businesses can use to measure the productivity and efficiency of their workforce.

Read More $2.4 million per Apple employee ain't peanuts

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Inc. has its eye on Apple AIapple iphone ai network4 months ago
Published November 20, 2025 by Philip Elmer-DeWitt

Inc. has its eye on Apple AI

"Apple has more than a billion devices in service. Could all those equipped Apple devices quietly become the largest distributed compute network on earth?"

Read More Inc. has its eye on Apple AI

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Morgan Stanley: Nvidia and Apple are the most underowned megacap tech stocksapple morganstanley underowned nvidia4 months ago
Published November 19, 2025 by Philip Elmer-DeWitt

Morgan Stanley: Nvidia and Apple are the most underowned megacap tech stocks

"The gap between AAPL's S&P 500 weighting and institutional ownership widened in 3Q by 53bps Q/Q, more than any other large-cap tech stock. — Analyst Erik Woodring

Read More Morgan Stanley: Nvidia and Apple are the most underowned megacap tech stocks

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Look which billionaire AI tech bro sold Nvidia, kept Appleapple nvidia peter thiel5 months ago
Published November 17, 2025 by Philip Elmer-DeWitt

Look which billionaire AI tech bro sold Nvidia, kept Apple

From Vlad Savov and Tom Metcalf's "Peter Thiel’s Fund Sold Off Entire Nvidia Stake Last Quarter" posted Monday by Bloomberg.

Read More Look which billionaire AI tech bro sold Nvidia, kept Apple

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Apple hit $4 trillionapple four trillion5 months ago
Published October 28, 2025 by Philip Elmer-DeWitt

Apple hit $4 trillion

So did Microsoft. Nvdia still has a bigger market cap.

Read More Apple hit $4 trillion

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Daniel Ives: In AI, Apple is a have-not. Given the App Store, they're front and centerapple ives musk suit7 months ago
Published August 26, 2025 by Philip Elmer-DeWitt

Daniel Ives: In AI, Apple is a have-not. Given the App Store, they're front and center

From "Wedbush's Dan Ives: 80% of Musk lawsuit against Apple, OpenAI is 'noise'" which aired Monday on CNBC.

Read More Daniel Ives: In AI, Apple is a have-not. Given the App Store, they're front and center

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In the Trump tariff deal, Apple got off cheapapple trump capitalism7 months ago
Published August 26, 2025 by Philip Elmer-DeWitt

In the Trump tariff deal, Apple got off cheap

“People come in and they need something, I hope I’m going to have many more cases like it.” — POTUS

Read More In the Trump tariff deal, Apple got off cheap

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NYT: All eyes on Nvidiaapple nvidia tippy market7 months ago
Published August 23, 2025 by Philip Elmer-DeWitt

NYT: All eyes on Nvidia

"The U.S. market is top-heavy, with Nvidia occupying a bigger weight than any company in modern history. Risks abound, our columnist says."

Read More NYT: All eyes on Nvidia

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Trump's Apple shares are worth between $650,000 and $1.35 millionapple trump capitalism8 months ago
Published August 15, 2025 by Philip Elmer-DeWitt

Trump's Apple shares are worth between $650,000 and $1.35 million

The president’s latest financial disclosure lays out significant investments in a sector where he has exerted unprecedented influence.

Read More Trump's Apple shares are worth between $650,000 and $1.35 million

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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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