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Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.apple needham hyperscalers win1 month ago
Published November 11, 2025 by Philip Elmer-DeWitt

Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.

"The biggest spenders on GenAI infrastructure are already seeing real world improvements in their revenue growth and costs." — Analyst Laura Martin.

Read More Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.

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New from Apple: A $230 pleated sock to carry your iPhoneapple sock bag 2301 month ago
Published November 11, 2025 by Philip Elmer-DeWitt

New from Apple: A $230 pleated sock to carry your iPhone

"Apple says that when stretched, the open textile allows the users to peak at their iPhone display, meaning you'll be able to check notifications without removing your phone from the Pocket."

Read More New from Apple: A $230 pleated sock to carry your iPhone

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Premarket: Apple is greenapple premarket green 12-17-251 month ago
Published November 11, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "US futures retreat as tech concerns resurface" posted early Tuesday.

Read More Premarket: Apple is green

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The Information: iPhone Air 2.0 on holdapple iphone air hold1 month ago
Published November 10, 2025 by Philip Elmer-DeWitt

The Information: iPhone Air 2.0 on hold

"Apple has stopped short of canceling the next iPhone Air, internally code-named V62, and some Apple engineers and manufacturing partners are still working on it."

Read More The Information: iPhone Air 2.0 on hold

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Gene Munster: Apple shares will grow 20% in the next 3 to 6 months (video)apple munster ai bubble1 month ago
Published November 10, 2025 by Philip Elmer-DeWitt

Gene Munster: Apple shares will grow 20% in the next 3 to 6 months (video)

From "The device side of AI really hasn't taken off yet, says Deepwater's Gene Munster" which aired Monday on CNBC.

Read More Gene Munster: Apple shares will grow 20% in the next 3 to 6 months (video)

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China's Cyberspace Administration orders Apple to remove two gay hook-up appsapple china gay apps1 month ago
Published November 10, 2025 by Philip Elmer-DeWitt

China's Cyberspace Administration orders Apple to remove two gay hook-up apps

"In recent years, China’s LGBTQ+ community has increasingly come under pressure as the Chinese Communist Party tightens its control over civil society and free expression."

Read More China's Cyberspace Administration orders Apple to remove two gay hook-up apps

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WSJ: Apple's slow-selling iPhone Air did its jobapple air marketing win1 month ago
Published November 10, 2025 by Philip Elmer-DeWitt

WSJ: Apple's slow-selling iPhone Air did its job

It “created a buzz around the launch that we haven’t seen in years." — IDC's Nabila Popal

Read More WSJ: Apple's slow-selling iPhone Air did its job

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Premarket: Apple is greenapple premarket green 12-17-251 month ago
Published November 10, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures rise as Senate nears deal to end the government shutdown" posted early Monday.

Read More Premarket: Apple is green

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What President Reagan really said about tariffs (video)apple reagan trump tariffs1 month ago
Published November 9, 2025 by Philip Elmer-DeWitt

What President Reagan really said about tariffs (video)

The video that Ontario ran as an ad — triggering Trump and an immediate 10% tariff on Canadian goods — starts at the 2:34 mark.

Read More What President Reagan really said about tariffs (video)

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Mark Gurman: Why Apple is keeping mum about its collaboration with Google AIapple gurman google scoop1 month ago
Published November 9, 2025 by Philip Elmer-DeWitt

Mark Gurman: Why Apple is keeping mum about its collaboration with Google AI

"Credit where it’s due: Apple is doing whatever it takes to deliver a product that meets user expectations — setting aside pride and its typically cautious spending habits."

Read More Mark Gurman: Why Apple is keeping mum about its collaboration with Google AI

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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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