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9to5Mac: If China invades Taiwan, what will Apple do?apple china invades taiwan2 years 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 punch2 years 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 channel2 years 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 siri2 years 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 8-21-252 years 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 growth2 years 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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Have OpenAI's wings been clipped by its deal with Apple?apple openai wings clipped2 years ago
Published June 3, 2024 by Philip Elmer-DeWitt

Have OpenAI's wings been clipped by its deal with Apple?

"This partnership, while beneficial to both parties, limits the ability of OpenAI to monetize through premium subscriptions or advertising."

Read More Have OpenAI's wings been clipped by its deal with Apple?

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When will the generative AI bubble burst?apple ai bubble zitron2 years ago
Published June 3, 2024 by Philip Elmer-DeWitt

When will the generative AI bubble burst?

"Spending on AI is probably getting ahead of itself in a way we last saw during the fiber-optic boom of the late 1990s—a boom that led to some of the biggest crashes of the first dot-com bubble."

Read More When will the generative AI bubble burst?

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Will it be AI that pulls Edward Ludlow in for a new phone?apple samsung ai discounts2 years ago
Published June 3, 2024 by Philip Elmer-DeWitt

Will it be AI that pulls Edward Ludlow in for a new phone?

"Generative artificial intelligence is cool and everything, but it’s not top of mind for most consumers in a smartphone upgrade cycle."

Read More Will it be AI that pulls Edward Ludlow in for a new phone?

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Microsoft has an Apple-shaped AI nightmare on its handsapple microsoft openai nadella2 years ago
Published June 3, 2024 by Philip Elmer-DeWitt

Microsoft has an Apple-shaped AI nightmare on its hands

From Jez Corden's "The enormity of Microsoft's Windows Phone shut-down mistake is becoming increasingly clear in the AI era" posted Monday by Windows Central.

Read More Microsoft has an Apple-shaped AI nightmare on its hands

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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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