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Why Zuck spent $3.5 billion for a 3% slice of Ray-Ban's manufacturerapple meta buys ray-ban4 months ago
Published August 25, 2025 by Philip Elmer-DeWitt

Why Zuck spent $3.5 billion for a 3% slice of Ray-Ban's manufacturer

With the ad business plateauing and VR still mostly a money pit, smart glasses are emerging as a rare hardware product people might actually want.

Read More Why Zuck spent $3.5 billion for a 3% slice of Ray-Ban's manufacturer

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WSJ: Google mocks Apple while it's behindgoogle mocks apple behind4 months ago
Published August 25, 2025 by Philip Elmer-DeWitt

WSJ: Google mocks Apple while it's behind

"The Pixel holds just a fraction of the smartphone market—and that’s unlikely to change, given how attached we are to our mobile devices—but it’s leagues ahead of the iPhone in AI."

Read More WSJ: Google mocks Apple while it's behind

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Premarket: Apple is redapple premarket red 12-24-254 months ago
Published August 25, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal's "Dow Futures Tick Lower" posted early Monday.

Read More Premarket: Apple is red

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Mark Gurman: Apple cues up three straight years of major iPhone redesignsapple gurman major iphone redesigns4 months ago
Published August 24, 2025 by Philip Elmer-DeWitt

Mark Gurman: Apple cues up three straight years of major iPhone redesigns

"After playing it safe for a long time, the company is planning to reinvigorate its flagship phone — even as others in the industry pivot toward more AI-centric products."

Read More Mark Gurman: Apple cues up three straight years of major iPhone redesigns

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This week's Apple trading strategies (8/25-8/29/25)apple trading strategies 8-25-254 months ago
Published August 24, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (8/25-8/29/25)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (8/25-8/29/25)

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NYT: All eyes on Nvidiaapple nvidia tippy market4 months ago
Published August 23, 2025 by Philip Elmer-DeWitt

NYT: All eyes on Nvidia

"The U.S. market is top-heavy, with Nvidia occupying a bigger weight than any company in modern history. Risks abound, our columnist says."

Read More NYT: All eyes on Nvidia

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Saturday Apple video: Camera made for Parkinson'ssaturday apple video parkinsons4 months ago
Published August 23, 2025 by Philip Elmer-DeWitt

Saturday Apple video: Camera made for Parkinson's

Got the shakes? No problem. Just keep shooting. 

Read More Saturday Apple video: Camera made for Parkinson's

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Mark Gurman: My reporting about Apple and Google's AI made both stocks popapple google ai pop4 months ago
Published August 22, 2025 by Philip Elmer-DeWitt

Mark Gurman: My reporting about Apple and Google's AI made both stocks pop

The iPhone maker recently approached Alphabet Inc.’s Google to explore building a custom AI model that would serve as the foundation of the new Siri next year, according to people familiar with he matter.

Read More Mark Gurman: My reporting about Apple and Google's AI made both stocks pop

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Mark Gurman: Meta poaches 6th Apple AI guyapple meta sixth ai guy4 months ago
Published August 22, 2025 by Philip Elmer-DeWitt

Mark Gurman: Meta poaches 6th Apple AI guy

"For Apple, the exodus has brought more upheaval to an AI effort that’s already struggling."

Read More Mark Gurman: Meta poaches 6th Apple AI guy

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Apple circles the wagons after "toxic workplace culture" complaintsapple circle wagons toxic workplace4 months ago
Published August 22, 2025 by Philip Elmer-DeWitt

Apple circles the wagons after "toxic workplace culture" complaints

Workers say the executive was volatile and retaliated when they cooperated with an investigation. Apple denies the claims.

Read More Apple circles the wagons after "toxic workplace culture" complaints

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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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