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Gene Munster: Ignore the Apple-vs.-EU headlines (video)apple munster regulators1 year ago
Published June 25, 2024 by Philip Elmer-DeWitt

Gene Munster: Ignore the Apple-vs.-EU headlines (video)

"I ultimately believe that Apple is in a great position in terms of where they're at with regulators."

Read More Gene Munster: Ignore the Apple-vs.-EU headlines (video)

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Macalope: Apple AI is less worse than the restapple pioneers ai macalope1 year ago
Published June 25, 2024 by Philip Elmer-DeWitt

Macalope: Apple AI is less worse than the rest

"Apple is wisely carving its own path and (mosly) ditching the work of pioneers."

Read More Macalope: Apple AI is less worse than the rest

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Will Apple commoditize the generative AI models? (video)apple bosa commoditize LLMs1 year ago
Published June 25, 2024 by Philip Elmer-DeWitt

Will Apple commoditize the generative AI models? (video)

"Apple has played its hand quite remarkably over the last few weeks. It's amazing. They went from AI laggard to almost the gatekeeper in the space." — CNBC's Deirdre Bosa

Read More Will Apple commoditize the generative AI models? (video)

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Evercore raises Apple target $30 to $250apple morganstanley target 235 poker1 year ago
Published June 25, 2024 by Philip Elmer-DeWitt

Evercore raises Apple target $30 to $250

"Consensus is currently looking for 3% iPhone growth in FY25, which we think looks too low and we could see potential upside to double digit growth." — Analyst Amit Daryanani

Read More Evercore raises Apple target $30 to $250

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Melius raises its Apple price target $33 to $260apple reitzes melius 2601 year ago
Published June 24, 2024 by Philip Elmer-DeWitt

Melius raises its Apple price target $33 to $260

"We project iPhone growth will start to accelerate materially by the December quarter of this calendar year." — Analyst Ben Reitzes

Read More Melius raises its Apple price target $33 to $260

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Palantir co-founder: The EU is right to go after Appleapple joe lonsdale dma1 year ago
Published June 24, 2024 by Philip Elmer-DeWitt

Palantir co-founder: The EU is right to go after Apple

"I think in this case they are probably making a good point." — Joe Lonsdale

Read More Palantir co-founder: The EU is right to go after Apple

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WSJ: The EU has put a target on Tim Cook's backapple eu target cook1 year ago
Published June 24, 2024 by Philip Elmer-DeWitt

WSJ: The EU has put a target on Tim Cook's back

"The charges cement Apple as the tech company EU regulators are targeting the most aggressively under the new law."

Read More WSJ: The EU has put a target on Tim Cook's back

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J.P. Morgan: 'Will EU DMA Impact the AI Upgrade Cycle?'apple chatterjee iphone DMA1 year ago
Published June 24, 2024 by Philip Elmer-DeWitt

J.P. Morgan: 'Will EU DMA Impact the AI Upgrade Cycle?'

"We don’t see a significant impact to the upgrade cycle." — Analyst Samik Chatterjee

Read More J.P. Morgan: 'Will EU DMA Impact the AI Upgrade Cycle?'

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Florian Mueller: The EC interprets the DMA too aggressivelyapple ec florian mueller1 year ago
Published June 24, 2024 by Philip Elmer-DeWitt

Florian Mueller: The EC interprets the DMA too aggressively

"The court may think so, too."

Read More Florian Mueller: The EC interprets the DMA too aggressively

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Premarket: Apple was red, turned greenapple premarket green 7-30-251 year ago
Published June 24, 2024 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Dow Set to Open Up" posted early Monday.

Read More Premarket: Apple was red, turned green

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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
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  • AppleInsider
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  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
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