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Will Apple commoditize the generative AI models? (video)apple bosa commoditize LLMs2 years ago
Published June 25, 2024 by Philip Elmer-DeWitt

Will Apple commoditize the generative AI models? (video)

"Apple has played its hand quite remarkably over the last few weeks. It's amazing. They went from AI laggard to almost the gatekeeper in the space." — CNBC's Deirdre Bosa

Read More Will Apple commoditize the generative AI models? (video)

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Evercore raises Apple target $30 to $250apple morganstanley target 235 poker2 years ago
Published June 25, 2024 by Philip Elmer-DeWitt

Evercore raises Apple target $30 to $250

"Consensus is currently looking for 3% iPhone growth in FY25, which we think looks too low and we could see potential upside to double digit growth." — Analyst Amit Daryanani

Read More Evercore raises Apple target $30 to $250

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Premarket: Apple is greenapple premarket green 1-9-262 years ago
Published June 25, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From MarketWatch's "Nasdaq to lead markets higher as Nvidia shares rally" posted early Tuesday.

Read More Premarket: Apple is green

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Melius raises its Apple price target $33 to $260apple reitzes melius 2602 years ago
Published June 24, 2024 by Philip Elmer-DeWitt

Melius raises its Apple price target $33 to $260

"We project iPhone growth will start to accelerate materially by the December quarter of this calendar year." — Analyst Ben Reitzes

Read More Melius raises its Apple price target $33 to $260

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Palantir co-founder: The EU is right to go after Appleapple joe lonsdale dma2 years ago
Published June 24, 2024 by Philip Elmer-DeWitt

Palantir co-founder: The EU is right to go after Apple

"I think in this case they are probably making a good point." — Joe Lonsdale

Read More Palantir co-founder: The EU is right to go after Apple

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WSJ: The EU has put a target on Tim Cook's backapple eu target cook2 years ago
Published June 24, 2024 by Philip Elmer-DeWitt

WSJ: The EU has put a target on Tim Cook's back

"The charges cement Apple as the tech company EU regulators are targeting the most aggressively under the new law."

Read More WSJ: The EU has put a target on Tim Cook's back

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J.P. Morgan: 'Will EU DMA Impact the AI Upgrade Cycle?'apple chatterjee iphone DMA2 years ago
Published June 24, 2024 by Philip Elmer-DeWitt

J.P. Morgan: 'Will EU DMA Impact the AI Upgrade Cycle?'

"We don’t see a significant impact to the upgrade cycle." — Analyst Samik Chatterjee

Read More J.P. Morgan: 'Will EU DMA Impact the AI Upgrade Cycle?'

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Florian Mueller: The EC interprets the DMA too aggressivelyapple ec florian mueller2 years ago
Published June 24, 2024 by Philip Elmer-DeWitt

Florian Mueller: The EC interprets the DMA too aggressively

"The court may think so, too."

Read More Florian Mueller: The EC interprets the DMA too aggressively

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Premarket: Apple was red, turned greenapple premarket red 12-31-252 years ago
Published June 24, 2024 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Dow Set to Open Up" posted early Monday.

Read More Premarket: Apple was red, turned green

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Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution2 years ago
Published June 23, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution

And the Street is just starting to get it.

Read More Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution

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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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