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Alibaba confirms Apple deal for Chinese AI, shares popapple alibaba ai surge1 year ago
Published February 13, 2025 by Philip Elmer-DeWitt

Alibaba confirms Apple deal for Chinese AI, shares pop

"Hong Kong-listed shares of Alibaba surged on Thursday to hit their highest level since 2022."

Read More Alibaba confirms Apple deal for Chinese AI, shares pop

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Premarket: Apple was red, turned greenapple premarket mcintosh 3-30-261 year ago
Published February 13, 2025 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Stock Futures Rising as Investors Weigh Up Inflation, Ukraine Peace Talks" posted early Thursday.

Read More Premarket: Apple was red, turned green

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Ming-Chi Kuo: No Apple robots before 2028apple robot ming 20281 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

Ming-Chi Kuo: No Apple robots before 2028

Any Apple robots — humanoid or non-humanoid — are still at the proof-of-concept stage.

Read More Ming-Chi Kuo: No Apple robots before 2028

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Gene Munster: Apple Intelligence in China should move the growth needleapple alibaba china munster1 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

Gene Munster: Apple Intelligence in China should move the growth needle

Currently, the Street is expecting 1% growth this year, increasing to 10% next year.

Read More Gene Munster: Apple Intelligence in China should move the growth needle

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CIRP: U.S. iPhone replacement cycles are shrinking1 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

CIRP: U.S. iPhone replacement cycles are shrinking

"Except for the disruption of the COVID-19 pandemic in 2020 and 2021, the holding period steadily increased since 2014, when CIRP began tracking this data."

Read More CIRP: U.S. iPhone replacement cycles are shrinking

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Made in Indonesia?apple iphone batam indonesia1 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

Made in Indonesia?

"An iPhone assembler has set up a subsidiary in Batam particularly for Apple and has started hiring engineers as part of the preparation."

Read More Made in Indonesia?

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Migrating purchases: Worst new Apple feature ever?apple purchase migration setup1 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

Migrating purchases: Worst new Apple feature ever?

The setup is excruciating.

Read More Migrating purchases: Worst new Apple feature ever?

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Premarket: Apple was green, turned redapple premarket mcintosh 3-30-261 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From CNBC's "Stock futures slip as traders brace for January consumer inflation report" posted early Wednesday.

Read More Premarket: Apple was green, turned red

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Apple rocks no boatsapple maps gulf america1 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

Apple rocks no boats

US Representative Greg Steube earlier on Tuesday wrote on Facebook that Apple is “still lost at sea.”

Read More Apple rocks no boats

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J.P. Morgan measures Apple's Alibaba tailwindapple alibaba tailwind jpmorgan1 year ago
Published February 11, 2025 by Philip Elmer-DeWitt

J.P. Morgan measures Apple's Alibaba tailwind

"As a reminder, Samsung is partnering with Baidu for AI features in China." — Analyst Samik Chatterjee

Read More J.P. Morgan measures Apple's Alibaba tailwind

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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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