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Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution2 years ago
Published June 23, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution

And the Street is just starting to get it.

Read More Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution

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This guy said to sell Nvidia before the bubble burstapple nvidia ai bubble2 years ago
Published June 21, 2024 by Philip Elmer-DeWitt

This guy said to sell Nvidia before the bubble burst

From "I Have To Call It: The AI Stock Market Bubble Will End Ugly..." posted two weeks ago by Value Investing with Sven Carlin, Ph.D.

Read More This guy said to sell Nvidia before the bubble burst

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Daniel Ives: Apple, Microsoft and the 'Godfather of AI'apple nvidia godfather ive2 years ago
Published June 20, 2024 by Philip Elmer-DeWitt

Daniel Ives: Apple, Microsoft and the 'Godfather of AI'

"We believe over the next year the race to $4 Trillion Market Cap in Tech will be front and center between Nvidia, Apple, and Microsoft."

Read More Daniel Ives: Apple, Microsoft and the 'Godfather of AI'

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Nvidia: 'The perfect momentum company' (video)apple nvidia video leswing2 years ago
Published June 19, 2024 by Philip Elmer-DeWitt

Nvidia: 'The perfect momentum company' (video)

"People were starting to realize that if AI was a gold rush, Nvidia was the one making the shovels." — CNBC's Kif Leswing

Read More Nvidia: 'The perfect momentum company' (video)

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CoPilot+ PCs arrive (video)apple copilot pc mac2 years ago
Published June 18, 2024 by Philip Elmer-DeWitt

CoPilot+ PCs arrive (video)

From "Microsoft AI PCs take aim at Apple" which aired Tuesday on CNBC.

Read More CoPilot+ PCs arrive (video)

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Android Authority puts on a brave faceapple android brave face2 years ago
Published June 17, 2024 by Philip Elmer-DeWitt

Android Authority puts on a brave face

"Apple is still miles behind its AI rivals."

Read More Android Authority puts on a brave face

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This week's Apple trading strategies (6/17-6/21/24)apple trading strategies 6-17-242 years ago
Published June 16, 2024 by Philip Elmer-DeWitt

This week's Apple trading strategies (6/17-6/21/24)

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

Read More This week's Apple trading strategies (6/17-6/21/24)

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More Apple videos: Evercore bullish, Needham bearish, Morgan Stanley in betweenapple needham evercore morgan stanley2 years ago
Published June 12, 2024 by Philip Elmer-DeWitt

More Apple videos: Evercore bullish, Needham bearish, Morgan Stanley in between

The talking heads that caught my eye overnight. More as they come in.

Read More More Apple videos: Evercore bullish, Needham bearish, Morgan Stanley in between

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Alex Kantrowitz: 'Reports indicate Apple will be bold'apple ai kantrowitz cook2 years ago
Published June 7, 2024 by Philip Elmer-DeWitt

Alex Kantrowitz: 'Reports indicate Apple will be bold'

From Kantrowitz' "Tim Cook’s AI Moment" mailed Friday to Big Tech subscribers.

Read More Alex Kantrowitz: 'Reports indicate Apple will be bold'

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CNBC asks: Who is Apple's AI leader? (video)apple cnbc giannandrea kovach2 years ago
Published June 7, 2024 by Philip Elmer-DeWitt

CNBC asks: Who is Apple's AI leader? (video)

From "The quiet Apple executive behind Apple’s AI strategy" which aired Friday.

Read More CNBC asks: Who is Apple's AI leader? (video)

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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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