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When will the generative AI bubble burst?apple ai bubble zitron2 years ago
Published June 3, 2024 by Philip Elmer-DeWitt

When will the generative AI bubble burst?

"Spending on AI is probably getting ahead of itself in a way we last saw during the fiber-optic boom of the late 1990s—a boom that led to some of the biggest crashes of the first dot-com bubble."

Read More When will the generative AI bubble burst?

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Is Nvidia's Jensen Huang the next Steve Jobs? (video)apple nvidia jensen huang steve jobs2 years ago
Published May 31, 2024 by Philip Elmer-DeWitt

Is Nvidia's Jensen Huang the next Steve Jobs? (video)

"I think coaches that really believe in their team torture them into greatness."

Read More Is Nvidia's Jensen Huang the next Steve Jobs? (video)

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Nvidia is within spitting distance of Apple's and Microsoft's market capsapple nvdia market cap2 years ago
Published May 29, 2024 by Philip Elmer-DeWitt

Nvidia is within spitting distance of Apple's and Microsoft's market caps

From Zaheer Kachwala's "AI darling Nvidia's market value surges closer to Apple" posted Tuesday by Reuters.

Read More Nvidia is within spitting distance of Apple's and Microsoft's market caps

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Nvidia has overtaken Apple to become ordinary investors' largest holdingapple nvidia retail investors2 years ago
Published May 25, 2024 by Philip Elmer-DeWitt

Nvidia has overtaken Apple to become ordinary investors' largest holding

Step aside Apple and Tesla, retail investors may have a new favorite stock.

Read More Nvidia has overtaken Apple to become ordinary investors' largest holding

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Watch the bots take Nvidia down 3.96% before human traders prevailed (video)apple nvidia after hours2 years ago
Published February 22, 2024 by Philip Elmer-DeWitt

Watch the bots take Nvidia down 3.96% before human traders prevailed (video)

As I type this, 17 hours later, NVDA is up nearly 15%. 

Read More Watch the bots take Nvidia down 3.96% before human traders prevailed (video)

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Praise the Magnificent 7, pity the Meager 493.apple magnificent still loves2 years ago
Published December 26, 2023 by Philip Elmer-DeWitt

Praise the Magnificent 7, pity the Meager 493.

From Naomi Buchanan's "What to Expect From 'Magnificent 7' in 2024: More Gains From AI, Experts Say" posted Monday by Investopedia.

Read More Praise the Magnificent 7, pity the Meager 493.

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Apple re-breaks $3Tapple 3T 193.422 years ago
Published December 5, 2023 by Philip Elmer-DeWitt

Apple re-breaks $3T

From Erik Savitz and Angela Palumbo's "Apple Surges Past a $3 Trillion Market Cap for First Time Since August" posted Tuesday by Barron's.

Read More Apple re-breaks $3T

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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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