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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Vestager strikes backapple vestager AI EU1 year ago
Published June 28, 2024 by Philip Elmer-DeWitt

Vestager strikes back

"And I find that very interesting, that they say we will now deploy AI where we're not obliged to enable competition. I think that is the most sort of stunning."

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Apple surge in Chinaapple china surge may1 year ago
Published June 28, 2024 by Philip Elmer-DeWitt

Apple surge in China

From Reuters' "Apple's iPhone shipments in China surge 40% in May amid aggressive discounting" posted Friday.

Read More Apple surge in China

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Premarket: Apple is greenapple premarket green 9-24-251 year ago
Published June 28, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "S&P 500 futures climb as investors await inflation data and end of second quarter" posted early Friday.

Read More Premarket: Apple is green

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How Apple tries to lengthen the iPhone upgrade cycleapple longevity iphone whitepaper1 year ago
Published June 27, 2024 by Philip Elmer-DeWitt

How Apple tries to lengthen the iPhone upgrade cycle

"Our approach is working. Apple leads the industry in longevity as measured by the value of our secondhand products, increasing product lifespans, and decreasing service rates."

Read More How Apple tries to lengthen the iPhone upgrade cycle

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BofA takes a deep dive into Apple services in the Apple Intelligence eraapple evercore antitrust deep dive1 year ago
Published June 27, 2024 by Philip Elmer-DeWitt

BofA takes a deep dive into Apple services in the Apple Intelligence era

"We view conversational AI with context and privacy as key to monetization of the installed base of Apple devices over time." — Analyst Wamsi Mohan

Read More BofA takes a deep dive into Apple services in the Apple Intelligence era

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Headscratching after report that Samsung outsells Apple in the U.S.apple cirp samsung scratching1 year ago
Published June 27, 2024 by Philip Elmer-DeWitt

Headscratching after report that Samsung outsells Apple in the U.S.

"Samsung might be able to crow about this report’s market share IF it’s right, but it’s losing the revenue (and profits) battle big time." 

Read More Headscratching after report that Samsung outsells Apple in the U.S.

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Premarket: Apple is greenapple premarket green 9-24-251 year ago
Published June 27, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Are Falling as Inflation Fears Simmer Ahead of PCE Data, Presidential Debate" posted early Thursday.

Read More Premarket: Apple is green

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Why Rosenblatt is bullish on Apple AI (video)apple rosenblatt leverage capex1 year ago
Published June 26, 2024 by Philip Elmer-DeWitt

Why Rosenblatt is bullish on Apple AI (video)

Apple is leveraging $40 billion in hyperscaler AI capex ramp up rather than spending it.

Read More Why Rosenblatt is bullish on Apple AI (video)

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Apple Vision Pro: Brian Tong has a few suggestions (video)apple goggles brian tong1 year ago
Published June 26, 2024 by Philip Elmer-DeWitt

Apple Vision Pro: Brian Tong has a few suggestions (video)

From Tong's "So...What's Up With Apple Vision Pro?" posted Tuesday on YouTube: After the latest reports and WWDC24, I think it’s time to ask, What’s Up…

Read More Apple Vision Pro: Brian Tong has a few suggestions (video)

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Rosenblatt upgrades Apple to buy and catapults price target $64 to $260apple catapult loop 3001 year ago
Published June 26, 2024 by Philip Elmer-DeWitt

Rosenblatt upgrades Apple to buy and catapults price target $64 to $260

From Vahid Karaahmetovic's "Rosenblatt Upgrades Apple (AAPL) to Buy, 'Survey Says Privacy-Focused AI Could Resonate'" ($) posted Wednesday by Street Insider.

Read More Rosenblatt upgrades Apple to buy and catapults price target $64 to $260

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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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