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Why Apple turned greenapple barrons green again1 year ago
Published June 5, 2024 by Philip Elmer-DeWitt

Why Apple turned green

From Ryan Vlastelica's "Apple Turns Positive for 2024 After Addressing Key Bear Concerns" posted Monday.

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Premarket: Apple is greenapple premarket green 11-12-251 year ago
Published June 5, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Rising as Treasury Yields Slip Amid Renewed Hope for Rate Cuts" posted early Wednesday.

Read More Premarket: Apple is green

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Gene Munster: Apple's revenue will be up a 4% in Sept. and 6% in Dec.apple munster ai growth1 year ago
Published June 4, 2024 by Philip Elmer-DeWitt

Gene Munster: Apple's revenue will be up a 4% in Sept. and 6% in Dec.

"We're not talking about a business going from 2% to 30% growth."

Read More Gene Munster: Apple's revenue will be up a 4% in Sept. and 6% in Dec.

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Morgan Stanley takes a deep (28-pp) preliminary dive into Apple's AI eventapple evercore antitrust deep dive1 year ago
Published June 4, 2024 by Philip Elmer-DeWitt

Morgan Stanley takes a deep (28-pp) preliminary dive into Apple's AI event

"This would represent Apple's most important software overhaul to-date, and formally enter Apple into the mega-cap Gen AI race." — Analyst Erik Woodring

Read More Morgan Stanley takes a deep (28-pp) preliminary dive into Apple's AI event

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9to5Mac: If China invades Taiwan, what will Apple do?apple china invades taiwan1 year ago
Published June 4, 2024 by Philip Elmer-DeWitt

9to5Mac: If China invades Taiwan, what will Apple do?

From Ben Lovejoy's "Apple chip plants can’t be moved, despite China’s war games, says TSMC" posted Tuesday.

Read More 9to5Mac: If China invades Taiwan, what will Apple do?

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J.P.Morgan expects the AI punch in Apple's native apps to be 'substantial'apple jpmorgan ai punch1 year ago
Published June 4, 2024 by Philip Elmer-DeWitt

J.P.Morgan expects the AI punch in Apple's native apps to be 'substantial'

"We view the presentation at WWDC to 'tick all the boxes' to convince investors that Apple is able to differentiate iPhone 16 (and future generations) with AI features relative to iPhone 15." — Analyst Samik Chatterjee

Read More J.P.Morgan expects the AI punch in Apple's native apps to be 'substantial'

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Log-scale chart shows Apple near the bottom of an 8-year channelapple log scale channel1 year ago
Published June 4, 2024 by Philip Elmer-DeWitt

Log-scale chart shows Apple near the bottom of an 8-year channel

Trend channel suggests Apple has major upside.

Read More Log-scale chart shows Apple near the bottom of an 8-year channel

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Alex Kantrowitz: WWDC 'has to be a wow' (video)apple wwdc kantrowitz siri1 year ago
Published June 4, 2024 by Philip Elmer-DeWitt

Alex Kantrowitz: WWDC 'has to be a wow' (video)

"I think they realize they haven't been the best at developing this technology internally, but by God they'll be the best at trying to integrate it into an experience for consumers."

Read More Alex Kantrowitz: WWDC 'has to be a wow' (video)

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Premarket: Apple is redapple premarket red 8-21-251 year ago
Published June 4, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures fall as sluggish start to June trading continues" posted early Tuesday.

Read More Premarket: Apple is red

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Evercore: Apple App Store revenue grew 12% in Mayapple evercore may growth1 year ago
Published June 3, 2024 by Philip Elmer-DeWitt

Evercore: Apple App Store revenue grew 12% in May

"EU Appstore revenues were up 25% in the month of May vs. up 22% in April – despite implementation of EU DMA." — Analyst Amit Daryanani

Read More Evercore: Apple App Store revenue grew 12% in May

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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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