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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Premarket: Apple is redapple premarket red 7-3-252 years ago
Published November 9, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "S&P 500 futures rise after index posts longest win streak in 2 years" posted early Thursday.

Read More Premarket: Apple is red

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Ben Bajarin: Apple silicon, Apple user data, Apple AIapple silicon ai bajarin2 years ago
Published November 9, 2023 by Philip Elmer-DeWitt

Ben Bajarin: Apple silicon, Apple user data, Apple AI

"The idea of using a public cloud solution to train and then run the unique AI data models of a corporation is a hard stop no from many CIOs/CSOs we talk to."

Read More Ben Bajarin: Apple silicon, Apple user data, Apple AI

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Morgan Stanley: AI on the 'edge' plays into Apple's strengthsapple morgan edge AI2 years ago
Published November 8, 2023 by Philip Elmer-DeWitt

Morgan Stanley: AI on the 'edge' plays into Apple's strengths

"We believe 2024 will be a catalyst year for 'Edge AI', and see Apple as one of 6 key beneficiaries." — Analyst Erik Woodring From a…

Read More Morgan Stanley: AI on the 'edge' plays into Apple's strengths

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Apple: Much ado about a weekapple gurman week delay2 years ago
Published November 8, 2023 by Philip Elmer-DeWitt

Apple: Much ado about a week

A story about a software development pause at Apple — a pause apparently lasting seven days — launched a flood of headlines.

Read More Apple: Much ado about a week

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Regulatory crackdown on 17 fintechs — including Appleapple fintechs cfpb regulate2 years ago
Published November 8, 2023 by Philip Elmer-DeWitt

Regulatory crackdown on 17 fintechs — including Apple

"If it walks like a bank and talks like a bank, regulate it like a bank."

Read More Regulatory crackdown on 17 fintechs — including Apple

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Devices — not services — are where Apple fattens its gross marginsapple fattens margins cybart2 years ago
Published November 8, 2023 by Philip Elmer-DeWitt

Devices — not services — are where Apple fattens its gross margins

"The main drivers are improved costs and improved mix on the product side." — COO Luca Maestri

Read More Devices — not services — are where Apple fattens its gross margins

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Wedbush's Daniel Ives pounds the table on AI (video)apple dan ives ai2 years ago
Published November 8, 2023 by Philip Elmer-DeWitt

Wedbush's Daniel Ives pounds the table on AI (video)

"We believe this is the beginning of the next tech bull market."

Read More Wedbush's Daniel Ives pounds the table on AI (video)

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Premarket: Apple is greenapple premarket green 7-2-252 years ago
Published November 8, 2023 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock futures inch lower after S&P 500 registers longest winning streak since 2021" posted early Wednesday.

Read More Premarket: Apple is green

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Apple Pay comes to Apple 3.0Apple Pay ped302 years ago
Published November 7, 2023 by Philip Elmer-DeWitt

Apple Pay comes to Apple 3.0

By popular request. Also available as a holiday gift.  

Read More Apple Pay comes to Apple 3.0

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Daniel Ives: 'Tech fundamentals holding up like Rock of Gibraltar'apple ives gibraltar unfazed2 years ago
Published November 7, 2023 by Philip Elmer-DeWitt

Daniel Ives: 'Tech fundamentals holding up like Rock of Gibraltar'

"Apple remains our Top Tech Pick."

Read More Daniel Ives: 'Tech fundamentals holding up like Rock of Gibraltar'

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

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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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