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Daniel Ives: China's Apple probe is a 'contained risk'apple china probe wedbush8 months ago
Published February 5, 2025 by Philip Elmer-DeWitt

Daniel Ives: China's Apple probe is a 'contained risk'

"We would be careful for investors to use reports like today's potential probe as a proxy for much tougher times ahead for Apple in China."

Read More Daniel Ives: China's Apple probe is a 'contained risk'

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Lina Khan: DeepSeek is the canary in the coal mineapple deepseek canary khan8 months ago
Published February 5, 2025 by Philip Elmer-DeWitt

Lina Khan: DeepSeek is the canary in the coal mine

"America’s tech giants have seemingly been challenged on the cheap." From Kahn's "Stop Worshiping the American Tech Giants" in Wednesday's New York Times: When Chinese artificial…

Read More Lina Khan: DeepSeek is the canary in the coal mine

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This is why Apple's shares just tankedapple tanked china probe8 months ago
Published February 5, 2025 by Philip Elmer-DeWitt

This is why Apple's shares just tanked

"Though the examination of Apple’s practices began before US President Donald Trump took office, they’re now colliding with a series of tit-for-tat moves between Beijing and the Trump administration."

Read More This is why Apple's shares just tanked

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Premarket: Apple is redapple premarket red 8-21-258 months ago
Published February 5, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Drop. Market Awaits Trump-Xi Talks Amid China Tariffs Standoff." posted early Wednesday.

Read More Premarket: Apple is red

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Androids see Apple Invites through a glass darklyapple invites android darkly8 months ago
Published February 4, 2025 by Philip Elmer-DeWitt

Androids see Apple Invites through a glass darkly

"It’s good to see that Apple is extending this service beyond its walled garden at all."

Read More Androids see Apple Invites through a glass darkly

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Evercore sees no 'material impact' on Apple from Trump's 2nd China trade warapple tariff war trump8 months ago
Published February 4, 2025 by Philip Elmer-DeWitt

Evercore sees no 'material impact' on Apple from Trump's 2nd China trade war

"History tells us it is likely that Trump and Xi reach an agreement to pause the tariffs." — Analyst Amit Daryanani

Read More Evercore sees no 'material impact' on Apple from Trump's 2nd China trade war

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BofA: Apple's App Store rev. grew 17% YOY in 36 daysapple app store bofa q220258 months ago
Published February 4, 2025 by Philip Elmer-DeWitt

BofA: Apple's App Store rev. grew 17% YOY in 36 days

"The growth in Productivity app revenue to Apple in the quarter has been driven by ChatGPT." — Analtyst Wamsi Mohan

Read More BofA: Apple's App Store rev. grew 17% YOY in 36 days

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CNBC: What the China tariffs mean for Apple (video)apple cnbc china tariff8 months ago
Published February 4, 2025 by Philip Elmer-DeWitt

CNBC: What the China tariffs mean for Apple (video)

"Jumping straight to the worst case scenario, analysts are predicting a 3% to 4% hit."

Read More CNBC: What the China tariffs mean for Apple (video)

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BofA sees China trade war as 'manageable' for Appleapple trade war bofa8 months ago
Published February 4, 2025 by Philip Elmer-DeWitt

BofA sees China trade war as 'manageable' for Apple

"In the last tariff cycle, Apple was able to get an exception for the iPhone." — Analyst Wamsi Mohan

Read More BofA sees China trade war as 'manageable' for Apple

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Trump's China tariff took a bite out of Appletrump china tariff apple8 months ago
Published February 4, 2025 by Philip Elmer-DeWitt

Trump's China tariff took a bite out of Apple

"Several analysts predict that Apple must raise prices for consumers because the new tariffs would drive up expenses, thus diminishing consumer interest."

Read More Trump's China tariff took a bite out of 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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