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Wamsi Mohan 'dissects the math' on Apple's $500 billionapple bofa tv content1 year ago
Published February 25, 2025 by Philip Elmer-DeWitt

Wamsi Mohan 'dissects the math' on Apple's $500 billion

"The $500 billion figure likely includes... original content (movies and shows for Apple TV+ service)."

Read More Wamsi Mohan 'dissects the math' on Apple's $500 billion

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WSJ: Tim Cook's $500 billion sleight of handapple cook trump tariffs1 year ago
Published February 25, 2025 by Philip Elmer-DeWitt

WSJ: Tim Cook's $500 billion sleight of hand

"In short, Apple’s announced figure is in line with what one might expect the company to be spending anyway, given its financials." 

Read More WSJ: Tim Cook's $500 billion sleight of hand

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Apple and Jakarta have cut a deal — reportapple jakarta deal1 year ago
Published February 25, 2025 by Philip Elmer-DeWitt

Apple and Jakarta have cut a deal — report

From Agence France Presse's "Indonesia Agrees To Terms With Apple To Lift IPhone Sales Ban" posted Tuesday by Barron's.

Read More Apple and Jakarta have cut a deal — report

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Premarket: Apple was red, turned greenapple premarket mcintosh 3-30-261 year ago
Published February 25, 2025 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Stock Futures Fall as Trump Ratchets Up Trade Tensions" posted early Tuesday.

Read More Premarket: Apple was red, turned green

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'Making President Trump happy is always a good strategic move' (video)apple yahoo luria nvidia1 year ago
Published February 24, 2025 by Philip Elmer-DeWitt

'Making President Trump happy is always a good strategic move' (video)

Davidson's Gil Luria weighs in on Apple's $500 billion/20,000 job commitment.

Read More 'Making President Trump happy is always a good strategic move' (video)

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Apple's plan: 'More political than groundbreaking' (video)apple political groundbreaking1 year ago
Published February 24, 2025 by Philip Elmer-DeWitt

Apple's plan: 'More political than groundbreaking' (video)

"Here's a press release from 2021 during the Biden Administration where Apple pledges $430 billion and exactly 20,000 jobs." — Deidre Bosa

Read More Apple's plan: 'More political than groundbreaking' (video)

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Jim Cramer: 'I think you have to play ball' (video)apple cramer 20k jobs1 year ago
Published February 24, 2025 by Philip Elmer-DeWitt

Jim Cramer: 'I think you have to play ball' (video)

"This is a transactional administration... I think we're going to have to stop being shy about it and just say, look, the President wants this, we're going to give him this." 

Read More Jim Cramer: 'I think you have to play ball' (video)

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Jony Ive on the BBCapple jony ive bbc1 year ago
Published February 24, 2025 by Philip Elmer-DeWitt

Jony Ive on the BBC

From Charles Martin's "Jony Ive reveals his iMac design took just three weeks" posted Sunday by AppleInsider.

Read More Jony Ive on the BBC

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Wedbush's Daniel Ives likes Apple's Monday a.m. newsapple press release wedbush1 year ago
Published February 24, 2025 by Philip Elmer-DeWitt

Wedbush's Daniel Ives likes Apple's Monday a.m. news

"Smart strategic move at the right time."

Read More Wedbush's Daniel Ives likes Apple's Monday a.m. news

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Is Microsoft taking its foot off the AI accelerator?apple microsoft ai accelerator1 year ago
Published February 24, 2025 by Philip Elmer-DeWitt

Is Microsoft taking its foot off the AI accelerator?

A potential pullback by Microsoft on spending and datacenter construction raises questions about whether the company — one of the frontrunners among Big Tech in AI — is growing cautious about the outlook for demand.

Read More Is Microsoft taking its foot off the AI accelerator?

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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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