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Microsoft will leave Apple in the dust, say 13 portfolio managersapple microsoft dust2 years ago
Published January 29, 2024 by Philip Elmer-DeWitt

Microsoft will leave Apple in the dust, say 13 portfolio managers

Microsoft "has more levers to pull in the forms of Azure cloud, gaming, enterprise software, and of course, AI is the most compelling." — King Lip, Baker Wealth Management

Read More Microsoft will leave Apple in the dust, say 13 portfolio managers

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Android hears Apple's AI footstepsapple android ai footsteps2 years ago
Published January 29, 2024 by Philip Elmer-DeWitt

Android hears Apple's AI footsteps

From Adamya Sharma's "Here's how Apple aims to close the smartphone AI gap with Google and Samsung" posted Monday by Android Authority.

Read More Android hears Apple's AI footsteps

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CNBC tells the iPhone story with file footage, fresh interviews (video)apple iphone cnbc empires2 years ago
Published January 29, 2024 by Philip Elmer-DeWitt

CNBC tells the iPhone story with file footage, fresh interviews (video)

From "How Apple’s iPhone Overtook Samsung As The Top Smartphone In The World" which aired Saturday on CNBC.

Read More CNBC tells the iPhone story with file footage, fresh interviews (video)

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Apple takes another crack at explaining Vision Pro (video)apple vision pro explain2 years ago
Published January 29, 2024 by Philip Elmer-DeWitt

Apple takes another crack at explaining Vision Pro (video)

From "Hello Apple Vision Pro" posted Sunday on YouTube.

Read More Apple takes another crack at explaining Vision Pro (video)

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WSJ: Meta hopes to play Android to Apple's Vision Proapple vision meta android2 years ago
Published January 29, 2024 by Philip Elmer-DeWitt

WSJ: Meta hopes to play Android to Apple's Vision Pro

Meta's Reality Labs is expected to lose $115 billion between now and 2030, according to FBB Capital Partners.

Read More WSJ: Meta hopes to play Android to Apple's Vision Pro

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Premarket: Apple is redapple premarket red 8-21-252 years ago
Published January 29, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures are little changed ahead of big tech earnings and Fed meeting decision" posted early Monday: U.S. stock futures were little changed Monday…

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Evercore: Apple is 'derisked' ahead of Thursday's resultsapple evercore derisked2 years ago
Published January 28, 2024 by Philip Elmer-DeWitt

Evercore: Apple is 'derisked' ahead of Thursday's results

"We think Apple should be able to report modest upside to Dec-qtr and guide March-qtr in the zip-code of street expectations." — Analyst Amit Daryanani

Read More Evercore: Apple is 'derisked' ahead of Thursday's results

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WSJ: Apple's Walled Garden under attackapple wsj walled garden2 years ago
Published January 28, 2024 by Philip Elmer-DeWitt

WSJ: Apple's Walled Garden under attack

From Christopher Mim's "The Main Driver of Apple’s Success Has Become Its Biggest Liability" posted Friday by the Wall Street Journal.

Read More WSJ: Apple's Walled Garden under attack

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This week's Apple trading strategies (1/29-2/2/24)apple trading strategies 1-29-242 years ago
Published January 28, 2024 by Philip Elmer-DeWitt

This week's Apple trading strategies (1/29-2/2/24)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (1/29-2/2/24)

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The arc of a 25-year career at Appleapple DJ Novotney rivian2 years ago
Published January 28, 2024 by Philip Elmer-DeWitt

The arc of a 25-year career at Apple

From Mark Gurman and Edward Ludlow's "Apple Home Devices, Car Veteran Exits for Top Rivian Product Role" posted Saturday by Bloomberg.

Read More The arc of a 25-year career at 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 ($)
  • Tommo.fyi
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