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The face-computer market was shrinking before Apple entered itapple face computers bloomberg1 year ago
Published January 31, 2024 by Philip Elmer-DeWitt

The face-computer market was shrinking before Apple entered it

"A large player like them jumping in is good because it legitimizes the tech and excites the developer community in a way that smaller players are not able to do." — Magic Leap's Daniel Diez

Read More The face-computer market was shrinking before Apple entered it

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Goldman Sachs sticks by the Apple Card, for nowapple card goldman reiterates1 year ago
Published January 31, 2024 by Philip Elmer-DeWitt

Goldman Sachs sticks by the Apple Card, for now

"We are committed to continuing to deliver an excellent experience for Apple Card customers." — Bill Johnson, Goldman Sachs’s CEO of Enterprise Partnerships in Platform Solutions

Read More Goldman Sachs sticks by the Apple Card, for now

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J.P. Morgan: Apple's margins could move the stock this weekapple jpmorgan q12024 margins1 year ago
Published January 31, 2024 by Philip Elmer-DeWitt

J.P. Morgan: Apple's margins could move the stock this week

"We are forecasting F1Q and F2Q gross margins of 45.6% and 45.7% respectively vs. consensus of 45.5% and 45.3% respectively." — Analyst Samik Chatterjee

Read More J.P. Morgan: Apple's margins could move the stock this week

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Premarket: Apple is redapple premarket red 7-11-251 year ago
Published January 31, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Nasdaq-100 futures slide, Alphabet and Microsoft shares drop after results" posted early Wednesday.

Read More Premarket: Apple is red

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CNBC broadcasts from inside an Apple Vision Proapple vision cnbc inside1 year ago
Published January 30, 2024 by Philip Elmer-DeWitt

CNBC broadcasts from inside an Apple Vision Pro

From "Apple's Vision Pro goes on sale," which aired Tuesday.

Read More CNBC broadcasts from inside an Apple Vision Pro

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Daniel Ives: Another 'prove me' moment for Appleapple bear knitting story1 year ago
Published January 30, 2024 by Philip Elmer-DeWitt

Daniel Ives: Another 'prove me' moment for Apple

"The 'growth demise story' of Apple being spun by bears is a dynamic we have seen constantly over the past decade." From a note to Wedbush…

Read More Daniel Ives: Another 'prove me' moment for Apple

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Apple Mail was downapple outage 1-30-241 year ago
Published January 30, 2024 by Philip Elmer-DeWitt

Apple Mail was down

An outage rare enough to feel newsworthy. 

Read More Apple Mail was down

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Here's why Apple took another dive Tuesday morningapple kuo iphone dive1 year ago
Published January 30, 2024 by Philip Elmer-DeWitt

Here's why Apple took another dive Tuesday morning

"Apple may have the most significant decline among the major global mobile phone brands in 2024." — Ming-Chi Kuo

Read More Here's why Apple took another dive Tuesday morning

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Daniel Ives: Apple will sell 600,000 Vision devices in 2024, 1 million in 2025apple vision two views1 year ago
Published January 30, 2024 by Philip Elmer-DeWitt

Daniel Ives: Apple will sell 600,000 Vision devices in 2024, 1 million in 2025

"While many on the Street are dismissing Vision Pro as noise, we strongly disagree."

Read More Daniel Ives: Apple will sell 600,000 Vision devices in 2024, 1 million in 2025

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The first Apple Vision Pro reviews are inapple vision pro reviews1 year ago
Published January 30, 2024 by Philip Elmer-DeWitt

The first Apple Vision Pro reviews are in

Excerpts from the write-ups that caught my eye. More as they come in.

Read More The first Apple Vision Pro reviews are in

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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 ($)
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