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Tim Cook in China, againapple cook china czar1 year ago
Published October 23, 2024 by Philip Elmer-DeWitt

Tim Cook in China, again

From Debby Wu's "Apple CEO Vows More China Investment in Meeting With Tech Czar" posted Wednesday by Bloomberg.

Read More Tim Cook in China, again

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Apple Vision Pro: The end is in sightapple vision stop making1 year ago
Published October 23, 2024 by Philip Elmer-DeWitt

Apple Vision Pro: The end is in sight

One of the employees said their factory suspended production of Vision Pro components in May based on Apple’s weak forecasts, and their warehouse remains filled with tens of thousands of undelivered parts.

Read More Apple Vision Pro: The end is in sight

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Ming-Chi Kuo strikes againapple iphone16 kuo strikes1 year ago
Published October 23, 2024 by Philip Elmer-DeWitt

Ming-Chi Kuo strikes again

Mr. Market may be overreacting.

Read More Ming-Chi Kuo strikes again

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Daniel Eran Dilger on Apple Intelligenceapple intelligence dilger1 year ago
Published October 23, 2024 by Philip Elmer-DeWitt

Daniel Eran Dilger on Apple Intelligence

"When Apple is two years behind you, get your things in order."

Read More Daniel Eran Dilger on Apple Intelligence

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Work of renegade Apple Silicon engineers at center of Qualcomm-Arm lawsuitapple nuvia arm qualcomm1 year ago
Published October 23, 2024 by Philip Elmer-DeWitt

Work of renegade Apple Silicon engineers at center of Qualcomm-Arm lawsuit

"On January 13, 2021, Qualcomm announced it would acquire NUVIA, a server CPU startup founded in early 2019 by ex-Apple and ex-Google architects, for approximately $1.4 billion." — Wikipedia

Read More Work of renegade Apple Silicon engineers at center of Qualcomm-Arm lawsuit

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Premarket: Apple is redapple premarket red 8-21-251 year ago
Published October 23, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Falling Amid Rising Treasury Yields as Earnings Season Powers On" posted early Wednesday.

Read More Premarket: Apple is red

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Morgan Stanley sticks with a $273 12-month target for Appleapple morgan stanley 2731 year ago
Published October 22, 2024 by Philip Elmer-DeWitt

Morgan Stanley sticks with a $273 12-month target for Apple

"Our Sept Q rev/EPS estimates are 2-4% higher than consensus, driven by higher iPhone shipment and ASP estimates, in part offset by a weaker Mac rev." — Analyst Erik Woodring

Read More Morgan Stanley sticks with a $273 12-month target for Apple

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Disney sidesteps AppleApple disney hulu sidesteps1 year ago
Published October 22, 2024 by Philip Elmer-DeWitt

Disney sidesteps Apple

Disney+ and Hulu will no longer be eligible for Apple's Video Partner Program going forward, and subscribers may notice a change in tvOS and the Apple TV app.

Read More Disney sidesteps Apple

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Investor's Business Daily sees Apple's record high as a "buy point"apple high ibd buypoint1 year ago
Published October 22, 2024 by Philip Elmer-DeWitt

Investor's Business Daily sees Apple's record high as a "buy point"

"Apple Stock is near a buy zone."

Read More Investor's Business Daily sees Apple's record high as a "buy point"

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Premarket: Apple is redapple premarket red 8-21-251 year ago
Published October 22, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From MarketWatch's "S&P 500 futures slide as Treasury yields rise" posted early Tuesday.

Read More Premarket: Apple is red

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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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