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Daniel Ives has dropped Apple from his list of 'Big Tech stalwarts'apple ives sticking 3101 year ago
Published July 23, 2025 by Philip Elmer-DeWitt

Daniel Ives has dropped Apple from his list of 'Big Tech stalwarts'

"We have barely scratched the surface of this 4th Industrial Revolution now playing out around the world led by the Big Tech stalwarts such as Nvidia, Microsoft, Palantir, Meta, Alphabet, and Amazon."

Read More Daniel Ives has dropped Apple from his list of 'Big Tech stalwarts'

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Premarket: Apple is greenapple premarket green 8-13-261 year ago
Published July 23, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal’s "Dow Futures Rise After U.S.-Japan Trade Deal" posted early Wednesday.

Read More Premarket: Apple is green

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Fortune's experts want Tim Cook to stick around until 2028apple cook succession fortune1 year ago
Published July 22, 2025 by Philip Elmer-DeWitt

Fortune's experts want Tim Cook to stick around until 2028

"There are a few companies where being a CEO is really like being the president of a country, and Apple is one of those."

Read More Fortune's experts want Tim Cook to stick around until 2028

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Apple ducks EU bulletapple ducks eu bullet1 year ago
Published July 22, 2025 by Philip Elmer-DeWitt

Apple ducks EU bullet

The company could have been hit with daily fines of 5% of its average daily worldwide revenue, or about 50 million euros ($58 million) per day.

Read More Apple ducks EU bullet

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Morgan Stanley: Trump's budget busting bill adds $20B to Apple's free cashapple trump fcf obbba1 year ago
Published July 22, 2025 by Philip Elmer-DeWitt

Morgan Stanley: Trump's budget busting bill adds $20B to Apple's free cash

Among five tech giants, Amazon's free cash flow got the biggest boost, Apple's the least.

Read More Morgan Stanley: Trump's budget busting bill adds $20B to Apple's free cash

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Axios calls a market topapple axios bubble top1 year ago
Published July 22, 2025 by Philip Elmer-DeWitt

Axios calls a market top

"The Nasdaq 100 has gone 60 trading days without closing below its 20-day moving average, the second-longest streak in history."

Read More Axios calls a market top

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Premarket: Apple is greenapple premarket green 8-13-261 year ago
Published July 22, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures are little changed after S&P 500 posts another record close" posted early Tuesday.

Read More Premarket: Apple is green

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Morgan Stanley: Expecting a solid quarter from Apple, but...apple 298 morgan stanley1 year ago
Published July 21, 2025 by Philip Elmer-DeWitt

Morgan Stanley: Expecting a solid quarter from Apple, but...

"We still need key overhangs to dissipate before getting more structurally bullish." — Analyst Erik Woodring

Read More Morgan Stanley: Expecting a solid quarter from Apple, but...

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Under US pressure, the UK may back off its demand for a Apple backdoorapple uk backdoor backoff1 year ago
Published July 21, 2025 by Philip Elmer-DeWitt

Under US pressure, the UK may back off its demand for a Apple backdoor

"They don’t want us messing with their tech companies." — UK technology official

Read More Under US pressure, the UK may back off its demand for a Apple backdoor

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Benedict Evans explains genAI in 22 minutesapple benedict evans genAI1 year ago
Published July 21, 2025 by Philip Elmer-DeWitt

Benedict Evans explains genAI in 22 minutes

"AI is whatever machines can't do yet." — Larry Tesler

Read More Benedict Evans explains genAI in 22 minutes

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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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