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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

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You'll never guess what Evercore's AI 'Expert' thinks Apple is makingapple evercore ai robots2 years ago
Published May 8, 2024 by Philip Elmer-DeWitt

You'll never guess what Evercore's AI 'Expert' thinks Apple is making

AI also gets far more exciting when we start thinking about a hardware product designed from the ground up to integrate AI at every level. — Analyst Amit Daryanani

Read More You'll never guess what Evercore's AI 'Expert' thinks Apple is making

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Live from Apple's 'Let loose' eventapple let loose live2 years ago
Published May 7, 2024 by Philip Elmer-DeWitt

Live from Apple's 'Let loose' event

I'm typing as fast as I can. All times Eastern.

Read More Live from Apple's 'Let loose' event

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WSJ: Apple trying to roll its own AI server chipsapple ai server chips2 years ago
Published May 7, 2024 by Philip Elmer-DeWitt

WSJ: Apple trying to roll its own AI server chips

"The component will likely be focused on running AI models—what’s known as inference—rather than on training AI models."

Read More WSJ: Apple trying to roll its own AI server chips

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Counterpoint: More than ever, consumers want Apple's pro iPhonesapple counterpoint pro iphones2 years ago
Published May 7, 2024 by Philip Elmer-DeWitt

Counterpoint: More than ever, consumers want Apple's pro iPhones

"The growing popularity of the Apple Pro line-up was evident, as it captured half of Apple’s total sales in Q1 2024, a significant increase from 24% in Q1 2020."

Read More Counterpoint: More than ever, consumers want Apple's pro iPhones

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What to expect from today's Apple eventapple ipad event 5-7-242 years ago
Published May 7, 2024 by Philip Elmer-DeWitt

What to expect from today's Apple event

Apple will be holding its first event of the year this Tuesday, May 7 at 7 a.m. Pacific Time, with a live stream to be available on Apple.com and on YouTube.

Read More What to expect from today's Apple event

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Premarket: Apple is greenapple premarket green 3-24-262 years ago
Published May 7, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "U.S. Stock Futures Rising, Markets Extending Rally Fueled by Rate-Cut Hopes" posted early Tuesday.

Read More Premarket: Apple is green

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Fibonacci shows Apple falling into the $150sapple technical analysis fibonacci2 years ago
Published May 6, 2024 by Philip Elmer-DeWitt

Fibonacci shows Apple falling into the $150s

"Essentially, what we have on the weekly charts is a double-top resistance zone that has resulted in lower lows following failures at a major psychological level ($200)."

Read More Fibonacci shows Apple falling into the $150s

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Fueled by Apple and AI, Foxconn is boomingapple foxconn booming2 years ago
Published May 6, 2024 by Philip Elmer-DeWitt

Fueled by Apple and AI, Foxconn is booming

From "Foxconn sees record April sales with 19% jump, offers positive Q2 outlook despite ‘off-peak season’" posted Sunday by the South China Morning Post.

Read More Fueled by Apple and AI, Foxconn is booming

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What if Siri were really, really, really good?apple ai siri verge2 years ago
Published May 6, 2024 by Philip Elmer-DeWitt

What if Siri were really, really, really good?

"If you look through Apple’s published AI research, a picture starts to develop of how Apple’s approach to AI might come to life."

Read More What if Siri were really, really, really good?

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Premarket: Apple is redapple premarket red 8-21-252 years ago
Published May 6, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's "These Stocks Are Moving the Most Today: Apple, Berkshire Hathaway, Perficient, Vistra, Li Auto, Luminar, Palantir, and More" posted early Monday.

Read More Premarket: Apple is red

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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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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 ($)
  • Tommo.fyi
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