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Apple AI in 5,600 wordsapple ai businessweek7 months ago
Published May 19, 2025 by Philip Elmer-DeWitt

Apple AI in 5,600 words

“This is a crisis,” says a senior member of Apple’s AI team.

Read More Apple AI in 5,600 words

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Morgan Stanley: Buy the dipapple buy dip wilson7 months ago
Published May 19, 2025 by Philip Elmer-DeWitt

Morgan Stanley: Buy the dip

"The probability that the market looks through such weakness and deems it temporary just went up because of the trade agreement with China." — Chief Investment Officer Michael Wilson.

Read More Morgan Stanley: Buy the dip

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Premarket: Apple is redapple premarket red 8-21-257 months ago
Published May 19, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Dow futures drop 300 points as U.S. debt downgrade highlights deficit risk" posted early Monday.

Read More Premarket: Apple is red

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Evercore's Amit Daryanani takes a deep dive into Apple's antitrust risksapple evercore antitrust deep dive7 months ago
Published May 18, 2025 by Philip Elmer-DeWitt

Evercore's Amit Daryanani takes a deep dive into Apple's antitrust risks

Bull case (Apple wins everything): $300. Bear case (loses everything): $144. 

Read More Evercore's Amit Daryanani takes a deep dive into Apple's antitrust risks

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From icon to afterthought: Is Jobs’ legacy being airbrushed away?apple airbrushed jobs Tommo7 months ago
Published May 18, 2025 by Philip Elmer-DeWitt

From icon to afterthought: Is Jobs’ legacy being airbrushed away?

An ode to Steve from Tommo_UK that landed — unbidden — on my desktop Sunday.

Read More From icon to afterthought: Is Jobs’ legacy being airbrushed away?

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This week's Apple trading strategies (5/19-5/23/25)apple trading strategies 5-19-257 months ago
Published May 18, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (5/19-5/23/25)

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

Read More This week's Apple trading strategies (5/19-5/23/25)

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Look who's trying to block Apple's partnerships with Chinese AIapple alibaba block china7 months ago
Published May 17, 2025 by Philip Elmer-DeWitt

Look who's trying to block Apple's partnerships with Chinese AI

There is concern in Washington that an Apple deal with Alibaba would set a problematic precedent.

Read More Look who's trying to block Apple's partnerships with Chinese AI

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AI overview of the latest Epic-Apple disputeapple epic sweeney AI7 months ago
Published May 17, 2025 by Philip Elmer-DeWitt

AI overview of the latest Epic-Apple dispute

In essence, Apple claims they haven't blocked Fortnite's EU return, but Epic's attempt to simultaneously submit the app for both US and EU storefronts may have led to the current situation.

Read More AI overview of the latest Epic-Apple dispute

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Digitimes: Apple scrambles to boost sagging iPhone sales in Chinaapple iphone china subsidy7 months ago
Published May 17, 2025 by Philip Elmer-DeWitt

Digitimes: Apple scrambles to boost sagging iPhone sales in China

Reports indicate Apple is further reducing prices on some iPhone 16 Pro models to meet subsidy eligibility requirements, aiming to boost sales and regain market share.

Read More Digitimes: Apple scrambles to boost sagging iPhone sales in China

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Saturday Apple video: Consciously Genius, a Steve Jobs documentary (2025)Apple Saturday video consciously7 months ago
Published May 17, 2025 by Philip Elmer-DeWitt

Saturday Apple video: Consciously Genius, a Steve Jobs documentary (2025)

"A meditation on what it takes to truly change the world."

Read More Saturday Apple video: Consciously Genius, a Steve Jobs documentary (2025)

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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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