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WSJ: AI's blast radiusapple ai blast radius1 month ago
Published November 17, 2025 by Philip Elmer-DeWitt

WSJ: AI's blast radius

"If the AI market blows up, the blast radius would be wide, hitting not only Wall Street firms, but also pensions, mutual and exchange-traded funds and individual investors."

Read More WSJ: AI's blast radius

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Look which billionaire AI tech bro sold Nvidia, kept Appleapple nvidia peter thiel1 month ago
Published November 17, 2025 by Philip Elmer-DeWitt

Look which billionaire AI tech bro sold Nvidia, kept Apple

From Vlad Savov and Tom Metcalf's "Peter Thiel’s Fund Sold Off Entire Nvidia Stake Last Quarter" posted Monday by Bloomberg.

Read More Look which billionaire AI tech bro sold Nvidia, kept Apple

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Richard Windsor: Replacing Apple's MasterChefapple cook richard windsor1 month ago
Published November 17, 2025 by Philip Elmer-DeWitt

Richard Windsor: Replacing Apple's MasterChef

"If the replacement is internal, I will be worried about more-of-same which is not what I think this company needs."

Read More Richard Windsor: Replacing Apple's MasterChef

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Premarket: Apple is redapple premarket red 12-16-251 month ago
Published November 17, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "US stock futures rise as markets await Nvidia earnings, government data" posted early Monday.

Read More Premarket: Apple is red

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Still no Apple price target from KeyBancapple keybanc no pt1 month ago
Published November 17, 2025 by Philip Elmer-DeWitt

Still no Apple price target from KeyBanc

"With AAPL trading at ATH valuations, we'd be patient to look for a pullback to find a better entry." — Analyst Brandon Nispel

Read More Still no Apple price target from KeyBanc

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Do I have to post another Masimo vs. Apple item?apple masimo 21st item1 month ago
Published November 16, 2025 by Philip Elmer-DeWitt

Do I have to post another Masimo vs. Apple item?

I count 20 of them so far, plus an NPR interview. Enough is enough.

Read More Do I have to post another Masimo vs. Apple item?

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Mark Gurman: Apple has begun a 'full rethink' of the iPhoneapple gurman iphone rethink1 month ago
Published November 16, 2025 by Philip Elmer-DeWitt

Mark Gurman: Apple has begun a 'full rethink' of the iPhone

"Beyond upgrading the products themselves, Apple is changing when it releases new iPhones."

Read More Mark Gurman: Apple has begun a 'full rethink' of the iPhone

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This week's Apple trading strategies (11/17-11/21/25)apple trading strategies 11-17-251 month ago
Published November 16, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (11/17-11/21/25)

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

Read More This week's Apple trading strategies (11/17-11/21/25)

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FT: This year may be Tim Cook's last as Apple's CEOapple tim cook replacement1 month ago
Published November 15, 2025 by Philip Elmer-DeWitt

FT: This year may be Tim Cook's last as Apple's CEO

The iPhone maker’s board is preparing for its longtime leader to step down.

Read More FT: This year may be Tim Cook's last as Apple's CEO

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Saturday Apple video: Calming teas (Get a Mac 2008)apple Saturday calming teas1 month ago
Published November 15, 2025 by Philip Elmer-DeWitt

Saturday Apple video: Calming teas (Get a Mac 2008)

Crashtime Chamomile, Pomegranate Patience, Raspberry Restart and Missing Driver Mint. 

Read More Saturday Apple video: Calming teas (Get a Mac 2008)

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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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Apple 2.0 Archives

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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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