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KeyBanc is underweight Apple and says everybody should beapple keybanc nispel valuation2 years ago
Published December 6, 2024 by Philip Elmer-DeWitt

KeyBanc is underweight Apple and says everybody should be

"Apple is an impressive business with what we believe are unrealistic expectations. " — Analyst Brandon Nispel

Read More KeyBanc is underweight Apple and says everybody should be

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Premarket: Apple is redapple premarket red 8-21-252 years ago
Published December 6, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "Futures steady as markets await November jobs data" posted early Friday.

Read More Premarket: Apple is red

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Apple at $243.04: Fifth record close in a row (by 3¢)apple record fifth 243.042 years ago
Published December 5, 2024 by Philip Elmer-DeWitt

Apple at $243.04: Fifth record close in a row (by 3¢)

From AAPLInvestors.net’s Terrence Gregory, keeper of the stats.

Read More Apple at $243.04: Fifth record close in a row (by 3¢)

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Apple and Jakarta have settled on a priceapple jakarta settle 1B2 years ago
Published December 5, 2024 by Philip Elmer-DeWitt

Apple and Jakarta have settled on a price

From "Apple plans $1 bln manufacturing plant investment in Indonesia, minister says" posted Thursday by Reuters.

Read More Apple and Jakarta have settled on a price

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Chinese provinces offer subsidies to counter Trump's promised tariffs — reportapple chinese subsidies tariff2 years ago
Published December 5, 2024 by Philip Elmer-DeWitt

Chinese provinces offer subsidies to counter Trump's promised tariffs — report

"It would make sense for China to include Apple in the subsidy program, in our view, as an incentive for the supply chain to maintain capacity in China, as a way to counter a potential US tariff hike."

Read More Chinese provinces offer subsidies to counter Trump's promised tariffs — report

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These two hedge funds moved out of Apple and into Nvidia last quarterapple hedge nvida motley2 years ago
Published December 5, 2024 by Philip Elmer-DeWitt

These two hedge funds moved out of Apple and into Nvidia last quarter

"Investors should pay close attention to the trades made by Steven Cohen." From Trevor Jennewine's "Nvidia Stock vs. Apple Stock: Billionaires Are Buying One and Selling…

Read More These two hedge funds moved out of Apple and into Nvidia last quarter

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Premarket: Apple is greenapple premarket green 8-18-262 years ago
Published December 5, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Dow Futures Stall After Milestone High Following Powell Comments" posted early Thursday.

Read More Premarket: Apple is green

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Apple at $243.01: Fourth record close in a rowapple record fourth 243.012 years ago
Published December 4, 2024 by Philip Elmer-DeWitt

Apple at $243.01: Fourth record close in a row

From AAPLInvestors.net’s Terrence Gregory, keeper of the stats.

Read More Apple at $243.01: Fourth record close in a row

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Ming-Chi Kuo: Apple will pivot to smart home products at WWDC25apple smart home kuo2 years ago
Published December 4, 2024 by Philip Elmer-DeWitt

Ming-Chi Kuo: Apple will pivot to smart home products at WWDC25

"The display-equipped HomePod is expected to ship around 500,000 units in 2H25. If the market response is positive, this product’s annual shipments could reach the million-unit level."

Read More Ming-Chi Kuo: Apple will pivot to smart home products at WWDC25

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Apple's bumpy road to Baidu's Chinese AI modelsapple baidu bumpy road2 years ago
Published December 4, 2024 by Philip Elmer-DeWitt

Apple's bumpy road to Baidu's Chinese AI models

Baidu wants to save and analyze the data it gets from iPhone users who make AI-related queries. However, Apple’s privacy policies forbid the collection of these types of data.

Read More Apple's bumpy road to Baidu's Chinese AI models

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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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