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Google, Apple and Judge Mehta's ruling: What the analysts are sayingapple google antitrust analysts8 months ago
Published September 3, 2025 by Philip Elmer-DeWitt

Google, Apple and Judge Mehta's ruling: What the analysts are saying

Excerpts from the notes I've seen. More as they come in.

Read More Google, Apple and Judge Mehta's ruling: What the analysts are saying

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Premarket: Apple is greenapple premarket green 4-17-268 months ago
Published September 3, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "S&P 500 futures rise after Google avoids harsh antitrust penalty" posted early Wednesday.

Read More Premarket: Apple is green

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Apple, Google pop on antitrust rulingapple google pop antitrust8 months ago
Published September 2, 2025 by Philip Elmer-DeWitt

Apple, Google pop on antitrust ruling

"A monster win for Cupertino and for Google." — Wedbush's Daniel Ives

Read More Apple, Google pop on antitrust ruling

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Apple AirTag luggage story with a West Hollywood twistapple airtag west hollywood8 months ago
Published September 2, 2025 by Philip Elmer-DeWitt

Apple AirTag luggage story with a West Hollywood twist

From "LAX traveler tracks down stolen luggage to abandoned building using AirTag" which aired Saturday on NBCLA.

Read More Apple AirTag luggage story with a West Hollywood twist

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Apple's automation plans are squeezing suppliersapple automation squeezing suppliers8 months ago
Published September 2, 2025 by Philip Elmer-DeWitt

Apple's automation plans are squeezing suppliers

On the road to the machine-assembled iPhone, Apple's Asian partners are being asked to pay their share.

Read More Apple's automation plans are squeezing suppliers

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BofA: Apple's 'Awe' factor next week rests on the iPhone Airapple bofa iphone air8 months ago
Published September 2, 2025 by Philip Elmer-DeWitt

BofA: Apple's 'Awe' factor next week rests on the iPhone Air

"The launch of iPhone Air with a slimmer form factor could appeal to a broader than anticipated consumer demographic." — Analyst Samik Chatterjee

Read More BofA: Apple's 'Awe' factor next week rests on the iPhone Air

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Premarket: Apple is redapple premarket red 4-13-268 months ago
Published September 2, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal's "Dow Futures Fall; Treasury Yields Rise" posted early Tuesday.

Read More Premarket: Apple is red

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Stand firm on strong encryption, Trump's guys now tell Appleapple trump strong encryption8 months ago
Published September 1, 2025 by Philip Elmer-DeWitt

Stand firm on strong encryption, Trump's guys now tell Apple

"Less than a year ago Trump came out in strong opposition to Apple, stating that the FBI must be allowed to force Apple to unlock access to the iPhones of suspects."

Read More Stand firm on strong encryption, Trump's guys now tell Apple

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One closed Apple Store is the least of the problems for Chinese shopping mallsapple store chinese malls8 months ago
Published September 1, 2025 by Philip Elmer-DeWitt

One closed Apple Store is the least of the problems for Chinese shopping malls

“Developers all over were putting up significant malls, and you knew they weren’t all going to make it,”  — Ron Johnson, former SVP of Apple retail

Read More One closed Apple Store is the least of the problems for Chinese shopping malls

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Happy Labor Dayapple Labor Day 20258 months ago
Published September 1, 2025 by Philip Elmer-DeWitt

Happy Labor Day

U.S. markets are closed. Enjoy the day off.

Read More Happy Labor Day

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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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