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Daniel Ives: On Sept. 9, an AI-driven supercycle begins for Appleapple daniel ives supercycle2 years ago
Published August 27, 2024 by Philip Elmer-DeWitt

Daniel Ives: On Sept. 9, an AI-driven supercycle begins for Apple

"We are seeing more indications across the Asia supply chain over the past few weeks this iPhone upgrade cycle could be a historical one."

Read More Daniel Ives: On Sept. 9, an AI-driven supercycle begins for Apple

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Apple's CFO transition: What the analysts are sayingapple maestri Parekh analysts2 years ago
Published August 27, 2024 by Philip Elmer-DeWitt

Apple's CFO transition: What the analysts are saying

Excerpts from the notes I've seen. More as they come in.

Read More Apple's CFO transition: What the analysts are saying

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Premarket: Apple is redapple premarket red 8-21-252 years ago
Published August 27, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures mixed after Dow’s record close" posted early Tuesday.

Read More Premarket: Apple is red

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Apple is getting a new CFOapple maestri Kevan Parekh2 years ago
Published August 26, 2024 by Philip Elmer-DeWitt

Apple is getting a new CFO

As of Jan. 1, 2025, Luca Maestri is out, Kevan Parekh is in.

Read More Apple is getting a new CFO

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Mark your Apple calendars for September 9, 2024apple september 9 event2 years ago
Published August 26, 2024 by Philip Elmer-DeWitt

Mark your Apple calendars for September 9, 2024

So much for the Sept. 10 tip "people familiar with the situation" gave Mark Gurman last week.

Read More Mark your Apple calendars for September 9, 2024

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Why Apple trimmed theatrical release of George Clooney and Brad Pitt's 'Wolfs'apple pitt clooney trim2 years ago
Published August 26, 2024 by Philip Elmer-DeWitt

Why Apple trimmed theatrical release of George Clooney and Brad Pitt's 'Wolfs'

“Apple’s brand is quality, cutting-edge, sleek, refined, forward-looking, and so now you’re tarnishing that brand with what seems like an old-fashioned, not-relevant, not-part-of-the-zeitgeist slate.” — Dean Stephen Galloway

Read More Why Apple trimmed theatrical release of George Clooney and Brad Pitt's 'Wolfs'

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Premarket: Apple is greenapple premarket green 3-25-262 years ago
Published August 26, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "Futures up on September rate-cut hopes; Nvidia results in view" posted early Monday.

Read More Premarket: Apple is green

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Why the UK dropped its cases against Google and Apple — for nowapple google uk drops2 years ago
Published August 26, 2024 by Philip Elmer-DeWitt

Why the UK dropped its cases against Google and Apple — for now

From Tim Hardwick's "UK Antitrust Watchdog Closes Apple App Store Investigation, Case to Be Reconsidered Under New Digital Rules Regime" posted Wednesday by MacRumors.

Read More Why the UK dropped its cases against Google and Apple — for now

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Dance of the elephants: Nvidia passes Microsoft, draws closer to Appleapple nvidia dancing elephants2 years ago
Published August 26, 2024 by Philip Elmer-DeWitt

Dance of the elephants: Nvidia passes Microsoft, draws closer to Apple

Here are the 10 most valuable companies in the world.

Read More Dance of the elephants: Nvidia passes Microsoft, draws closer to Apple

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Mark Gurman: Apple tried to buy dog-and-humanoid robot-maker Boston Dynamicsapple boston dynamics gurman2 years ago
Published August 25, 2024 by Philip Elmer-DeWitt

Mark Gurman: Apple tried to buy dog-and-humanoid robot-maker Boston Dynamics

"With robotics, Apple believes it can solve a series of first-world problems."

Read More Mark Gurman: Apple tried to buy dog-and-humanoid robot-maker Boston Dynamics

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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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