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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Third parties set to deliver new immersive content for the Apple Vision Proapple seven immersive videos2 months ago
Published September 23, 2025 by Philip Elmer-DeWitt

Third parties set to deliver new immersive content for the Apple Vision Pro

"Today Apple debuted a new MotoGP documentary in Immersive Video and a Wild Life episode focused on orangutans."

Read More Third parties set to deliver new immersive content for the Apple Vision Pro

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Needham's Apple analyst says Disney should shutter ABCapple needham martin abc2 months ago
Published September 23, 2025 by Philip Elmer-DeWitt

Needham's Apple analyst says Disney should shutter ABC

"FCC intervention has made owning broadcasting licenses too expensive and too volatile for DIS shareholders, in our view." — Analyst Laura Martin

Read More Needham's Apple analyst says Disney should shutter ABC

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Steven Levy gags on Cook's golden gift to Trumpapple wired cook trump2 months ago
Published September 23, 2025 by Philip Elmer-DeWitt

Steven Levy gags on Cook's golden gift to Trump

"Who knows what Cook—a man who has more in common with Martians than MAGA—was thinking as he stood before Trump and unboxed the most dubious, most obsequious product in the company’s near-half-century."

Read More Steven Levy gags on Cook's golden gift to Trump

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Premarket: Apple is redapple premarket red 11-7-252 months ago
Published September 23, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Dow Futures Rise Ahead of Speech by Fed's Powell. Investors Wait for Rate Clues." posted early Tuesday.

Read More Premarket: Apple is red

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BofA's Wamsi Mohan: Apple's gross margins are headed to 50%apple bofa mohan margin2 months ago
Published September 22, 2025 by Philip Elmer-DeWitt

BofA's Wamsi Mohan: Apple's gross margins are headed to 50%

"This is just an amazing company which has built this platform that is extremely robust." 

Read More BofA's Wamsi Mohan: Apple's gross margins are headed to 50%

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Apple's lowest-cost iPhone 17's worldwide lead times jump 12 days in a weekapple iphone lead jpmorgan2 months ago
Published September 22, 2025 by Philip Elmer-DeWitt

Apple's lowest-cost iPhone 17's worldwide lead times jump 12 days in a week

"Strength in Base iPhone 17 surpris[ed] again to the upside." — Analyst Samik Chatterjee   

Read More Apple's lowest-cost iPhone 17's worldwide lead times jump 12 days in a week

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CNBC discovers Apple siliconapple cnbc silicon stack2 months ago
Published September 22, 2025 by Philip Elmer-DeWitt

CNBC discovers Apple silicon

"They want the iPhone to be the best place for developers to run AI." — Creative Strategies Ben Bajarin

Read More CNBC discovers Apple silicon

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Why wrong-way Maxim is sticking with its Hold rating on Apple and a $201 targetapple maxim forte 2012 months ago
Published September 22, 2025 by Philip Elmer-DeWitt

Why wrong-way Maxim is sticking with its Hold rating on Apple and a $201 target

"It's hard to envision Apple being slow to artificial intelligence will one-day lead to Apple being the best at artifical intelligence."

Read More Why wrong-way Maxim is sticking with its Hold rating on Apple and a $201 target

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Premarket: Apple is greenapple premarket green 11-5-252 months ago
Published September 22, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Farron's' "Stock Futures Drop as Markets Focus on Fed Speakers to Bolster Rate-Cut Hopes" posted early Monday.

Read More Premarket: Apple is green

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Mark Gurman: Sitting out the AI race may have been Apple's smartest moveapple gurman iphone17 ai2 months ago
Published September 21, 2025 by Philip Elmer-DeWitt

Mark Gurman: Sitting out the AI race may have been Apple's smartest move

"Foundation models are becoming commoditized, and Apple is better off letting AI mature into table-stakes technology before rejoining the fray — something that almost assuredly needs to happen for next year’s updates."

Read More Mark Gurman: Sitting out the AI race may have been Apple's smartest move

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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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