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J.P. Morgan measures Apple's Alibaba tailwindapple alibaba tailwind jpmorgan7 months ago
Published February 11, 2025 by Philip Elmer-DeWitt

J.P. Morgan measures Apple's Alibaba tailwind

"As a reminder, Samsung is partnering with Baidu for AI features in China." — Analyst Samik Chatterjee

Read More J.P. Morgan measures Apple's Alibaba tailwind

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Morgan Stanley: The Chinese are more than ready for Apple Intelligence (charts)apple intelligence china woodring7 months ago
Published February 11, 2025 by Philip Elmer-DeWitt

Morgan Stanley: The Chinese are more than ready for Apple Intelligence (charts)

"Of all regions, Chinese iPhone users are most willing to pay for unlimited access to Apple Intelligence, despite having never used the features." — Analyst Erik Woodring

Read More Morgan Stanley: The Chinese are more than ready for Apple Intelligence (charts)

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No PowerBeats Pro 2 for meapple powerbeats Pro 27 months ago
Published February 11, 2025 by Philip Elmer-DeWitt

No PowerBeats Pro 2 for me

I was tempted to buy a pair, but the lack of one feature was a deal killer.

Read More No PowerBeats Pro 2 for me

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The Information: Apple is working with Alibaba to deliver AI in Chinaapple intelligence alibaba china7 months ago
Published February 11, 2025 by Philip Elmer-DeWitt

The Information: Apple is working with Alibaba to deliver AI in China

Apple and Alibaba have submitted the Chinese AI features they co-developed for approval by China’s cyberspace regulator, the person added, indicating that the partnership has gained significant progress.

Read More The Information: Apple is working with Alibaba to deliver AI in China

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'It's the closest I've ever been to dying.' (video)apple siri stroke7 months ago
Published February 11, 2025 by Philip Elmer-DeWitt

'It's the closest I've ever been to dying.' (video)

“I said, ‘Hey Siri, call Victoria Vallaire.' And she did." 

Read More 'It's the closest I've ever been to dying.' (video)

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Did Samsung crush Apple?apple samsung crush7 months ago
Published February 11, 2025 by Philip Elmer-DeWitt

Did Samsung crush Apple?

Perhaps, if your only measure is 10 years of unit sales (and you willfully ignore both revenue and which way the wind is blowing).

Read More Did Samsung crush Apple?

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Premarket: Apple is redapple premarket red 8-21-257 months ago
Published February 11, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Fall as Trump Tariffs Drive Up Market Uncertainty" posted early Tuesday.

Read More Premarket: Apple is red

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Apple Music Super Bowl LIX Halftime Show — analysisapple superbowl LIX halftime show7 months ago
Published February 10, 2025 by Philip Elmer-DeWitt

Apple Music Super Bowl LIX Halftime Show — analysis

"As the halftime show reached its full, delirious peak, the weight of righteousness seemed to melt away—leaving, simply, a great entertainer."

Read More Apple Music Super Bowl LIX Halftime Show — analysis

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Tesla’s brand is toxic and its sales are in the toiletapple tesla musk toilet7 months ago
Published February 10, 2025 by Philip Elmer-DeWitt

Tesla’s brand is toxic and its sales are in the toilet

"Normally I warn you if things are going to be dark. Today, I’m warning you not to overdose on schadenfreude." — Jonathan V. Last

Read More Tesla’s brand is toxic and its sales are in the toilet

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The race to AI: Why Apple may have the last laughapple last laugh ai7 months ago
Published February 10, 2025 by Philip Elmer-DeWitt

The race to AI: Why Apple may have the last laugh

"Apple could have the last laugh since it is a true ‘toll road’ to mobile AI." — Melius analyst Ben Reitzes

Read More The race to AI: Why Apple may have the last laugh

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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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