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How deep are you into Apple?how deep apple investments12 months ago
Published August 8, 2024 by Philip Elmer-DeWitt

How deep are you into Apple?

I bought my first Apple share in 2020 and as of this morning Apple represented 3% of my investments. How about you?

Read More How deep are you into Apple?

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Premarket: Apple was red, turned greenapple premarket red 7-8-2512 months ago
Published August 8, 2024 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Dow set to open down" posted early Thursday.

Read More Premarket: Apple was red, turned green

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What Apple's Eddy Cue said about Bingapple eddy cue bing12 months ago
Published August 7, 2024 by Philip Elmer-DeWitt

What Apple's Eddy Cue said about Bing

"I don’t believe there’s a price in the world that Microsoft could offer us," Cue said at another point. "They offered to give us Bing for free. They could give us the whole company."

Read More What Apple's Eddy Cue said about Bing

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Scott Galloway: 'Let the markets fall!"apple galloway swisher crash12 months ago
Published August 7, 2024 by Philip Elmer-DeWitt

Scott Galloway: 'Let the markets fall!"

"The reason I'm really, really wealthy," he says, "is that in 2008 we let the markets crash and you could buy Apple, Netflix and Amazon for $8 to $12 a share."

Read More Scott Galloway: 'Let the markets fall!"

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Premarket: Apple is greenapple premarket green 7-23-2512 months ago
Published August 7, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Mag 7 Stocks All Climbing as Big Tech Leads Markets Higher" posted early Wednesday.

Read More Premarket: Apple is green

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Walter Piecyk is an iPhone supercycle skeptic (video)apple piecyk supercycle skeptic12 months ago
Published August 6, 2024 by Philip Elmer-DeWitt

Walter Piecyk is an iPhone supercycle skeptic (video)

From "Don't see AI having a big impact on Apple this year or next, says LightShed Partners' Walter Piecyk" which aired Tuesday on CNBC.

Read More Walter Piecyk is an iPhone supercycle skeptic (video)

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WSJ: The DOJ's knock on Google could bruise Appleapple google bruise WSJ12 months ago
Published August 6, 2024 by Philip Elmer-DeWitt

WSJ: The DOJ's knock on Google could bruise Apple

At issue is the “revenue share” Google pays to distribution partners to keep its search engine front and center with users.

Read More WSJ: The DOJ's knock on Google could bruise Apple

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J.P. Morgan: The Google judgement is going to cost Apple, one way or anotherapple google judgement jpmorgan12 months ago
Published August 6, 2024 by Philip Elmer-DeWitt

J.P. Morgan: The Google judgement is going to cost Apple, one way or another

"Apple developing an internal [search engine] would mean lower revenue and higher expenses." — Analyst Samik Chatterjee

Read More J.P. Morgan: The Google judgement is going to cost Apple, one way or another

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Premarket: Apple is redapple premarket red 7-14-2512 months ago
Published August 6, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Dow Rebounding After Steep Selloff" posted early Tuesday.

Read More Premarket: Apple is red

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Evercore: What Google's monopolist ruling means for Appleapple google antitrust evercore12 months ago
Published August 5, 2024 by Philip Elmer-DeWitt

Evercore: What Google's monopolist ruling means for Apple

"This remains the only anti-trust action involving Apple that we view as a material risk as it directly targets the ~$20B payment that Apple receives from Google." — Analyst Amit Daryanani 

Read More Evercore: What Google's monopolist ruling means for Apple

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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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