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Keybanc: Apple's WWDC is a 'sell-the-news' eventapple keybanc wwdc sell2 years ago
Published June 6, 2024 by Philip Elmer-DeWitt

Keybanc: Apple's WWDC is a 'sell-the-news' event

"Our cautious stance remains centered around U.S. upgrade rates as we don't believe iOS improvements are enough to spur an upgrade cycle." — Analyst Brandon Nispel

Read More Keybanc: Apple's WWDC is a 'sell-the-news' event

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Premarket: Was red, turned greenapple premarket mcintosh 3-30-262 years ago
Published June 6, 2024 by Philip Elmer-DeWitt

Premarket: Was red, turned green

From CNBC's "Stock futures are little changed after S&P 500 notches record close" posted early Thursday.

Read More Premarket: Was red, turned green

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ACSI: Apple TV+ is No. 4 in viewer satisfaction2 years ago
Published June 5, 2024 by Philip Elmer-DeWitt

ACSI: Apple TV+ is No. 4 in viewer satisfaction

After Amazon Prime, Peacock and premium YouTube.

Read More ACSI: Apple TV+ is No. 4 in viewer satisfaction

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Is Qualcomm crazy? (video)2 years ago
Published June 5, 2024 by Philip Elmer-DeWitt

Is Qualcomm crazy? (video)

"In what can only be described as sheer lunacy,... the company brought Justin Long back for another ad."

Read More Is Qualcomm crazy? (video)

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Ted Lasso in Beijing?apple ted lasso china2 years ago
Published June 5, 2024 by Philip Elmer-DeWitt

Ted Lasso in Beijing?

"No other foreign video streaming service is available in China."

Read More Ted Lasso in Beijing?

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Why Apple turned greenapple barrons green again2 years ago
Published June 5, 2024 by Philip Elmer-DeWitt

Why Apple turned green

From Ryan Vlastelica's "Apple Turns Positive for 2024 After Addressing Key Bear Concerns" posted Monday.

Read More Why Apple turned green

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Premarket: Apple is greenapple premarket green 4-8-262 years ago
Published June 5, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Rising as Treasury Yields Slip Amid Renewed Hope for Rate Cuts" posted early Wednesday.

Read More Premarket: Apple is green

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Gene Munster: Apple's revenue will be up a 4% in Sept. and 6% in Dec.apple munster ai growth2 years ago
Published June 4, 2024 by Philip Elmer-DeWitt

Gene Munster: Apple's revenue will be up a 4% in Sept. and 6% in Dec.

"We're not talking about a business going from 2% to 30% growth."

Read More Gene Munster: Apple's revenue will be up a 4% in Sept. and 6% in Dec.

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Morgan Stanley takes a deep (28-pp) preliminary dive into Apple's AI eventapple evercore antitrust deep dive2 years ago
Published June 4, 2024 by Philip Elmer-DeWitt

Morgan Stanley takes a deep (28-pp) preliminary dive into Apple's AI event

"This would represent Apple's most important software overhaul to-date, and formally enter Apple into the mega-cap Gen AI race." — Analyst Erik Woodring

Read More Morgan Stanley takes a deep (28-pp) preliminary dive into Apple's AI event

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9to5Mac: If China invades Taiwan, what will Apple do?apple china invades taiwan2 years ago
Published June 4, 2024 by Philip Elmer-DeWitt

9to5Mac: If China invades Taiwan, what will Apple do?

From Ben Lovejoy's "Apple chip plants can’t be moved, despite China’s war games, says TSMC" posted Tuesday.

Read More 9to5Mac: If China invades Taiwan, what will Apple do?

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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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