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Toni Sacconaghi is retiringapple toni sacconaghi retiring8 months ago
Published January 16, 2025 by Philip Elmer-DeWitt

Toni Sacconaghi is retiring

Bernstein's long-time Apple analyst — one of the brightest of the bunch — is hanging up his hat.

Read More Toni Sacconaghi is retiring

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Nvidia's GeForce NOW coming to Apple Vision Proapple nvidea vision games8 months ago
Published January 16, 2025 by Philip Elmer-DeWitt

Nvidia's GeForce NOW coming to Apple Vision Pro

The service will be available on the headset via the Safari browser later this month, allowing headset owners to play over 2,100 games.

Read More Nvidia's GeForce NOW coming to Apple Vision Pro

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KeyBanc sticks with deep underwater $200 Apple price targetapple underwater brandon nispel8 months ago
Published January 16, 2025 by Philip Elmer-DeWitt

KeyBanc sticks with deep underwater $200 Apple price target

"We think the data overall appears mixed where Apple is tracking below historical seasonality." — Analyst Brandon Nispel

Read More KeyBanc sticks with deep underwater $200 Apple price target

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What Trump's antitrust picks tell us about his aimsapple monopoly performance smartphone8 months ago
Published January 16, 2025 by Philip Elmer-DeWitt

What Trump's antitrust picks tell us about his aims

"This is a very powerful statement that Trump wants to take on Big Tech." — Matt Stoller, author of "Goliath: The 100-Year War Between Monopoly Power and Democracy"

Read More What Trump's antitrust picks tell us about his aims

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Premarket: Apple is greenapple premarket green 9-22-258 months ago
Published January 16, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Rising as Cooling Inflation Fuels Market’s Rate-Cut Hopes" posted early Thursday.

Read More Premarket: Apple is green

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Red tape snarls Apple shipmentsapple china red tape8 months ago
Published January 15, 2025 by Philip Elmer-DeWitt

Red tape snarls Apple shipments

From Lauly Li's "China slows supply chain shifts by Apple, others as Trump 2.0 looms" posted Tuesday Nikkei Asia.

Read More Red tape snarls Apple shipments

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Apple's Grand Central 'Severance' stuntapple severance grand central8 months ago
Published January 15, 2025 by Philip Elmer-DeWitt

Apple's Grand Central 'Severance' stunt

From Dominic Preston's "‘Severance’ cast, Ben Stiller take over NYC’s Grand Central with clever pop-up ahead of highly-anticipated Season 2 premiere," posted Wednesday by the New York Post.

Read More Apple's Grand Central 'Severance' stunt

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Zuck's master planapple meta master plan8 months ago
Published January 15, 2025 by Philip Elmer-DeWitt

Zuck's master plan

"My stance has always been that Meta has developed great skill in copying software features, although the company remains cagey about publicizing this skill." — Neil Cybart

Read More Zuck's master plan

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Premarket: Apple is greenapple premarket green 9-22-258 months ago
Published January 15, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Dow Set to Open Up Ahead of the CPI Inflation Report" posted early Wednesday.

Read More Premarket: Apple is green

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Business Insider: Apple won the quarter, Samsung won the yearapple samung insider 20248 months ago
Published January 14, 2025 by Philip Elmer-DeWitt

Business Insider: Apple won the quarter, Samsung won the year

IDC (see spreadsheet below) begs to differ 

Read More Business Insider: Apple won the quarter, Samsung won the year

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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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