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Apple overtakes Nvidiaapple nvidia market cap1 year ago
Published June 6, 2024 by Philip Elmer-DeWitt

Apple overtakes Nvidia

That didn't last long.

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U.S. trust-busters target GenAI triumviratenvidia openai microsoft antitrust1 year ago
Published June 6, 2024 by Philip Elmer-DeWitt

U.S. trust-busters target GenAI triumvirate

From David McCabe's "U.S. Clears Way for Antitrust Inquiries of Nvidia, Microsoft and OpenAI" posted Wednesday by the New York Times.

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WSJ: How Hair Force One swooped in and seized Apple AI from Google guyapple Giannandrea Federighi ai1 year ago
Published June 6, 2024 by Philip Elmer-DeWitt

WSJ: How Hair Force One swooped in and seized Apple AI from Google guy

From Aaron Tilley's "How Apple Fell Behind in the AI Arms Race" posted Wednesday by the Wall Street Journal.

Read More WSJ: How Hair Force One swooped in and seized Apple AI from Google guy

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A league of their ownApple nvidia microsoft barrons1 year ago
Published June 6, 2024 by Philip Elmer-DeWitt

A league of their own

"A key question is whether the rest of the market is capable of catching up."

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Keybanc: Apple's WWDC is a 'sell-the-news' eventapple keybanc wwdc sell1 year ago
Published June 6, 2024 by Philip Elmer-DeWitt

Keybanc: Apple's WWDC is a 'sell-the-news' event

"Our cautious stance remains centered around U.S. upgrade rates as we don't believe iOS improvements are enough to spur an upgrade cycle." — Analyst Brandon Nispel

Read More Keybanc: Apple's WWDC is a 'sell-the-news' event

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Premarket: Was red, turned greenapple premarket green 11-12-251 year ago
Published June 6, 2024 by Philip Elmer-DeWitt

Premarket: Was red, turned green

From CNBC's "Stock futures are little changed after S&P 500 notches record close" posted early Thursday.

Read More Premarket: Was red, turned green

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Apple cracks $3 trillionapple nvidia crracks 3t1 year ago
Published June 5, 2024 by Philip Elmer-DeWitt

Apple cracks $3 trillion

But so does Nvidia, which today became the second most valuable company by market capitalization after Microsoft.

Read More Apple cracks $3 trillion

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ACSI: Apple TV+ is No. 4 in viewer satisfaction1 year ago
Published June 5, 2024 by Philip Elmer-DeWitt

ACSI: Apple TV+ is No. 4 in viewer satisfaction

After Amazon Prime, Peacock and premium YouTube.

Read More ACSI: Apple TV+ is No. 4 in viewer satisfaction

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Is Qualcomm crazy? (video)1 year ago
Published June 5, 2024 by Philip Elmer-DeWitt

Is Qualcomm crazy? (video)

"In what can only be described as sheer lunacy,... the company brought Justin Long back for another ad."

Read More Is Qualcomm crazy? (video)

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Ted Lasso in Beijing?apple ted lasso china1 year ago
Published June 5, 2024 by Philip Elmer-DeWitt

Ted Lasso in Beijing?

"No other foreign video streaming service is available in China."

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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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