Will Baidu, the 'ugly duckling of Chinese Big Tech,' get kissed by Apple?

From Jacky Wong's "Can Apple and AI Make Baidu Cool Again?" posted Wednesday by the Wall Street Journal.

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Morgan Stanley's Erik Woodring sees light at the end of Apple's tunnel

2 years ago

Published March 28, 2024 by Philip Elmer-DeWitt

Morgan Stanley's Erik Woodring sees light at the end of Apple's tunnel

"Once we get past the March quarter earnings, this is a catalyst-rich story."

17 Comments

It's not just Apple

2 years ago

Published March 28, 2024 by Philip Elmer-DeWitt

It's not just Apple

One of the interesting questions is why Big Tech is in the cross-hairs of antitrust, as opposed to more standard industries like food, medicine, farming, or banks.

Phil Schiller to Apple's defense

“Of the people still at Apple, he is one of the few that still carry the torch of Steve Jobs’s vision.” — Friend-of-the-blog Tim Bajarin.

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NYT: Apple, China, Doomed

2 years ago

Published March 28, 2024 by Philip Elmer-DeWitt

NYT: Apple, China, Doomed

"The golden time for Apple in China is over." — TechInsights' Linda Sui

Premarket: Apple is red

From Reuters' "Futures range-bound ahead of long weekend break" posted early Thursday.

Gene Munster has sold his Apple shares

Even as he drums up interest in Apple's entry into the generative AI race, Munster is getting slammed on social media for not putting his money where his mouth is.