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Apple did the right thing by not investing in AI, says analyst (video)apple safe haven reitzes5 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Apple did the right thing by not investing in AI, says analyst (video)

From "Apple is a 'safe haven' amid tech slide, says Melius Research's Ben Reitzes" which aired Monday on CNBC.

Read More Apple did the right thing by not investing in AI, says analyst (video)

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Apple silicon fab investing billions in U.S. chip factoriesapple tsmc us billions5 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Apple silicon fab investing billions in U.S. chip factories

From Stephanie Lai and Debby Wu's "TSMC Poised to Announce $100 Billion Investment in US Plants" posted Monday by Bloomberg.

Read More Apple silicon fab investing billions in U.S. chip factories

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New MacBook Air: Apple leaks from the topapple air cook leak5 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

New MacBook Air: Apple leaks from the top

Tim Cook seems to have added one more duty to his awesome responsibilities as CEO of Apple.

Read More New MacBook Air: Apple leaks from the top

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Chart: The evolution of Apple Silicon5 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Chart: The evolution of Apple Silicon

Posted Sunday on X by MacRumors' Aaron Parris.

Read More Chart: The evolution of Apple Silicon

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Daniel Ives, back from Far East, says tide will turn for Apple in Juneapple china tide turn5 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Daniel Ives, back from Far East, says tide will turn for Apple in June

"China has been a major headwind for Apple over the last year but we believe starting in the June quarter growth returns to this flagship region with easier comps going forward into FY26."

Read More Daniel Ives, back from Far East, says tide will turn for Apple in June

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Premarket: Apple is redapple premarket red 7-14-255 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Rise Amid Trump Tariff Anticipation" posted early Monday.

Read More Premarket: Apple is red

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Mark Gurman: Apple Intelligence half a decade late to the gameapple intelligence behind gurman5 months ago
Published March 2, 2025 by Philip Elmer-DeWitt

Mark Gurman: Apple Intelligence half a decade late to the game

"AI is a once-in-a-generation technology. Apple probably still has time to turn things around, but that window is closing fast."

Read More Mark Gurman: Apple Intelligence half a decade late to the game

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AI buzz helped drive Samsung's Galaxy 25 lineup to record-fast salesapple samsung galaxy ai5 months ago
Published March 2, 2025 by Philip Elmer-DeWitt

AI buzz helped drive Samsung's Galaxy 25 lineup to record-fast sales

In just 21 days, it has sold over one million units.

Read More AI buzz helped drive Samsung's Galaxy 25 lineup to record-fast sales

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Apple's 'The Gorge' tops streaming lists (video)apple gorge tops lists5 months ago
Published March 2, 2025 by Philip Elmer-DeWitt

Apple's 'The Gorge' tops streaming lists (video)

No. 1 for second week on Reelgood, No. 2 on JustWatch and Rotten Tomatoes.

Read More Apple's 'The Gorge' tops streaming lists (video)

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This week's Apple trading strategies (3/3-3/7/25)apple trading strategies 3-3-255 months ago
Published March 2, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (3/3-3/7/25)

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

Read More This week's Apple trading strategies (3/3-3/7/25)

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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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