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The great Amazon exodusamazon exodus apple4 years ago
Published January 24, 2022 by Philip Elmer-DeWitt

The great Amazon exodus

From Brad Stone's "Fully Charged: Amazon's great resignation" posted Monday to Bloomberg Technology subscribers.

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Look who sold off 42% of its 443,494 Apple shares last quarterApple IBM pension fund4 years ago
Published January 24, 2022 by Philip Elmer-DeWitt

Look who sold off 42% of its 443,494 Apple shares last quarter

From Ed Lin's "IBM’s Pension Slashed Stakes in Apple, Microsoft, and Tesla. It Bought GE." posted Monday by Barron's.

Read More Look who sold off 42% of its 443,494 Apple shares last quarter

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Premarket: Apple is redapple premarket red 7-29-254 years ago
Published January 24, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal’s "Stock Futures Edge Higher After Bruising Week" posted early Monday.

Read More Premarket: Apple is red

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Loup Ventures' Tesla and Apple Previews (video)apple tesla loup preview4 years ago
Published January 23, 2022 by Philip Elmer-DeWitt

Loup Ventures' Tesla and Apple Previews (video)

The Street hates tech right now, say Gene Munster and Andrew Murphy. They wouldn't be surprised if both stocks took a hit this week. 

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Record March quarter queued up, says top Apple supplierapple unprecedented hon hai4 years ago
Published January 23, 2022 by Philip Elmer-DeWitt

Record March quarter queued up, says top Apple supplier

From Debby Wu's "IPhone Assembler Hon Hai Expects ‘Unprecedented’ First Quarter" posted Sunday on Bloomberg.

Read More Record March quarter queued up, says top Apple supplier

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Amit Daryanani asks: 'Is Consensus Too High for March?'apple underowned morgan stanley4 years ago
Published January 23, 2022 by Philip Elmer-DeWitt

Amit Daryanani asks: 'Is Consensus Too High for March?'

"We suspect current street models are under-appreciating the typical seasonality Apple witnesses in the March quarter."

Read More Amit Daryanani asks: 'Is Consensus Too High for March?'

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Mark Gurman: What Apple has up its sleeve for 2022apple gurman sleeve 20224 years ago
Published January 23, 2022 by Philip Elmer-DeWitt

Mark Gurman: What Apple has up its sleeve for 2022

"I’m told that Apple is readying the widest array of new hardware products in its history this fall."

Read More Mark Gurman: What Apple has up its sleeve for 2022

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'Hey Apple, did I do something to offend you?' (video)apple john hamm4 years ago
Published January 23, 2022 by Philip Elmer-DeWitt

'Hey Apple, did I do something to offend you?' (video)

"What about Jon Hamm?"

Read More 'Hey Apple, did I do something to offend you?' (video)

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This week's Apple trading strategies (1/24-1/28/22)apple trading strategies 1-14-224 years ago
Published January 23, 2022 by Philip Elmer-DeWitt

This week's Apple trading strategies (1/24-1/28/22)

A place for Apple traders and investors to share their best ideas -- fiscal Q1 2022 earnings week. To get things rolling, here's Jim Cramer on…

Read More This week's Apple trading strategies (1/24-1/28/22)

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Analysts play Fortnite on iPhone via GeForce Now. Verdict: Failapple fortnite geforce oppenheimer4 years ago
Published January 22, 2022 by Philip Elmer-DeWitt

Analysts play Fortnite on iPhone via GeForce Now. Verdict: Fail

"We see much lower graphic details than native app, making our iPhone 13 Pro's high-end OLED display feel like a 4-year old phone's."

Read More Analysts play Fortnite on iPhone via GeForce Now. Verdict: Fail

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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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