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Cook calls Vestager's bluffapple EU DMA bofA1 year ago
Published June 22, 2024 by Philip Elmer-DeWitt

Cook calls Vestager's bluff

"Tim Cook may think taking a stand against European bureaucrat-in-chief Margrethe Vestager is worth the cost of lost iPhone sales. If that’s what Cook is thinking, he should be applauded."

Read More Cook calls Vestager's bluff

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Bernstein's Toni Sacconaghi catapults Apple price target $45 to $240apple catapult loop 3001 year ago
Published June 21, 2024 by Philip Elmer-DeWitt

Bernstein's Toni Sacconaghi catapults Apple price target $45 to $240

From "Apple’s AI Potential and New Buy Rating with a $240 Price Target" posted Friday by Business Insider.

Read More Bernstein's Toni Sacconaghi catapults Apple price target $45 to $240

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It's Nvidia, Microsoft, Apple and everybody else (video)apple microsoft nvidia moorhead1 year ago
Published June 21, 2024 by Philip Elmer-DeWitt

It's Nvidia, Microsoft, Apple and everybody else (video)

From "Moor Insights' Patrick Moorhead talks mega cap AI trades" which aired Thursday on CNBC.

Read More It's Nvidia, Microsoft, Apple and everybody else (video)

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Is Apple's share price getting ahead of itself?apple rally outpacing reality1 year ago
Published June 21, 2024 by Philip Elmer-DeWitt

Is Apple's share price getting ahead of itself?

"I wouldn’t put new money to work here. The risk-reward is negative at best."  — TwinFocus' David Daglio

Read More Is Apple's share price getting ahead of itself?

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Apple Pay: Printing moneyapple axios financial services1 year ago
Published June 21, 2024 by Philip Elmer-DeWitt

Apple Pay: Printing money

"Apple reportedly receives a 0.15% fee on every Apple Pay credit card transaction, no matter the card issuer, and is opposing attempts to bring that fee down."

Read More Apple Pay: Printing money

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This guy said to sell Nvidia before the bubble burstapple nvidia ai bubble1 year ago
Published June 21, 2024 by Philip Elmer-DeWitt

This guy said to sell Nvidia before the bubble burst

From "I Have To Call It: The AI Stock Market Bubble Will End Ugly..." posted two weeks ago by Value Investing with Sven Carlin, Ph.D.

Read More This guy said to sell Nvidia before the bubble burst

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Premarket: Apple was red, turned greenapple premarket green 7-30-251 year ago
Published June 21, 2024 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Stock Futures Are Falling After S&P 500, Nasdaq End Streak of Record Highs" posted early Friday.

Read More Premarket: Apple was red, turned green

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In praise of putting all your eggs in Apple's basketapple eggs basket gregory1 year ago
Published June 21, 2024 by Philip Elmer-DeWitt

In praise of putting all your eggs in Apple's basket

An oldie but goodie featuring friends of the blog.

Read More In praise of putting all your eggs in Apple's basket

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WSJ: Apple desperately seeking AI models made in Chinaapple ai models china1 year ago
Published June 20, 2024 by Philip Elmer-DeWitt

WSJ: Apple desperately seeking AI models made in China

"Apple has held talks with several Chinese companies."

Read More WSJ: Apple desperately seeking AI models made in China

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Daniel Ives: Apple, Microsoft and the 'Godfather of AI'apple nvidia godfather ive1 year ago
Published June 20, 2024 by Philip Elmer-DeWitt

Daniel Ives: Apple, Microsoft and the 'Godfather of AI'

"We believe over the next year the race to $4 Trillion Market Cap in Tech will be front and center between Nvidia, Apple, and Microsoft."

Read More Daniel Ives: Apple, Microsoft and the 'Godfather of AI'

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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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