Marques Brownlee: Apple's new laptops are putting Microsoft on notice

"It's become pretty clear, the more I think about it, that Windows vs. Mac laptops is basically the same as iPhone vs. Android."

12 Comments

Harry McCracken records Apple's origin story

7 months ago

Published March 27, 2026 by Philip Elmer-DeWitt

Harry McCracken records Apple's origin story

"Today, as Apple turns 50, its presence in our lives is so pervasive—2.5 billion of the company’s devices are in active use—that its unlikely origin story is more resonant than ever."

Wedbush's Street-high $350 Apple target is nearly $100 above the share price

"Apple remains one of our favorite tech names and one of our IVES AI 30 winners as the consumer AI Revolution ultimately goes through the walls of Cupertino." — Analyst Daniel Ives

21 Comments

Premarket: Apple is green

7 months ago

Published March 27, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Market Extends Slump Despite Trump Delaying Iran Attacks. Futures Fall With Nasdaq in Correction Territory." posted early Friday.

Is this why Apple jumped Thursday morning?

"The expansion builds on Apple's $600 billion, four-year commitment to invest in U.S. manufacturing announced last year."

8 Comments

Google's breakthrough is Apple's gain

7 months ago

Published March 26, 2026 by Philip Elmer-DeWitt

Google's breakthrough is Apple's gain

The Jevons Paradox showed that the more efficient coal production technology became, the more demand rose.

11 Comments

Needham: Why the AI buildout hasn't paid off yet

7 months ago

Published March 26, 2026 by Philip Elmer-DeWitt

Needham: Why the AI buildout hasn't paid off yet

"Friction in replacing FTEs with LLMs owing to emotional connections may negatively impact near-term ROICs on GenAI investments." — Analyst Laura Martin

7 Comments

How a friend of the bros sees Zuck's judicial comeuppance

7 months ago

Published March 26, 2026 by Philip Elmer-DeWitt

How a friend of the bros sees Zuck's judicial comeuppance

"This week two verdicts came in quick succession. First, a New Mexico jury ordered Meta to pay $375 million for knowingly enabling child predators on Instagram and Facebook."