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Apple as AI safe harborapple ai safe harbor5 months ago
Published November 12, 2025 by Philip Elmer-DeWitt

Apple as AI safe harbor

Light footprint, fortress balance sheet, massive cash reserves.

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Apple's CapEx strategy is working to its advantange. Finally.apple ai capex strategy5 months ago
Published November 12, 2025 by Philip Elmer-DeWitt

Apple's CapEx strategy is working to its advantange. Finally.

"There is this positive feel for Apple that they don’t have to answer the big question that everybody else does, which is: What is the return on your invested capital in all of these other areas?" — Zack's Brian Mulberry

Read More Apple's CapEx strategy is working to its advantange. Finally.

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Premarket: Apple was green, turned redapple premarket mcintosh 3-30-265 months ago
Published November 12, 2025 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From CNBC's "Stock futures rise slightly after record-setting day for Dow" posted early Wednesday.

Read More Premarket: Apple was green, turned red

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Tech Dad: Apple trimming 1M units doesn't make the iPhone Air a bust (video)apple iphone air undead5 months ago
Published November 11, 2025 by Philip Elmer-DeWitt

Tech Dad: Apple trimming 1M units doesn't make the iPhone Air a bust (video)

"Do you know what Google would give to have this market share on this model alone?"

Read More Tech Dad: Apple trimming 1M units doesn't make the iPhone Air a bust (video)

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Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.apple needham hyperscalers win5 months ago
Published November 11, 2025 by Philip Elmer-DeWitt

Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.

"The biggest spenders on GenAI infrastructure are already seeing real world improvements in their revenue growth and costs." — Analyst Laura Martin.

Read More Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.

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New from Apple: A $230 pleated sock to carry your iPhoneapple sock bag 2305 months ago
Published November 11, 2025 by Philip Elmer-DeWitt

New from Apple: A $230 pleated sock to carry your iPhone

"Apple says that when stretched, the open textile allows the users to peak at their iPhone display, meaning you'll be able to check notifications without removing your phone from the Pocket."

Read More New from Apple: A $230 pleated sock to carry your iPhone

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Premarket: Apple is greenapple premarket green 4-8-265 months ago
Published November 11, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "US futures retreat as tech concerns resurface" posted early Tuesday.

Read More Premarket: Apple is green

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The Information: iPhone Air 2.0 on holdapple iphone air hold5 months ago
Published November 10, 2025 by Philip Elmer-DeWitt

The Information: iPhone Air 2.0 on hold

"Apple has stopped short of canceling the next iPhone Air, internally code-named V62, and some Apple engineers and manufacturing partners are still working on it."

Read More The Information: iPhone Air 2.0 on hold

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Gene Munster: Apple shares will grow 20% in the next 3 to 6 months (video)apple munster ai bubble5 months ago
Published November 10, 2025 by Philip Elmer-DeWitt

Gene Munster: Apple shares will grow 20% in the next 3 to 6 months (video)

From "The device side of AI really hasn't taken off yet, says Deepwater's Gene Munster" which aired Monday on CNBC.

Read More Gene Munster: Apple shares will grow 20% in the next 3 to 6 months (video)

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China's Cyberspace Administration orders Apple to remove two gay hook-up appsapple china gay apps5 months ago
Published November 10, 2025 by Philip Elmer-DeWitt

China's Cyberspace Administration orders Apple to remove two gay hook-up apps

"In recent years, China’s LGBTQ+ community has increasingly come under pressure as the Chinese Communist Party tightens its control over civil society and free expression."

Read More China's Cyberspace Administration orders Apple to remove two gay hook-up apps

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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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