Philip Elmer-DeWitt's - Apple 3.0

John Gruber: At Apple, Steven Lemay replacing Alan Dye is cause for rejoicing
9:09am By Philip Elmer-DeWitt via RSS
"Everyone I’ve spoken to is happy — if not downright giddy — at the news that Lemay is replacing…

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What hyperscalers spend on AI infrastructure, Apple spends on buybacks
8:28am By Philip Elmer-DeWitt via RSS
The company’s diluted share count has declined by 34.6% over the past 10 years, as the company has…

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Premarket: Apple is red
6:42am By Philip Elmer-DeWitt via RSS
From CNBC's "Stock futures are little changed as rate cut bets strengthen" posted early Thursday.

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Apple resists, India caves
Wed 1:40pm By Philip Elmer-DeWitt via RSS
"India's highly unpredictable regulatory framework presents constant challenges for business that…

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Apple's 'lacks juristiction' defense fails in Luxembourg
Wed 9:00am By Philip Elmer-DeWitt via RSS
Apple argued that judges in the Netherlands don’t have jurisdiction to hear the legal challenge.

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Mr. Market bought the Intel-fabricating-Apple-M-chips 'rumor' on Tuesday
Wed 8:21am By Philip Elmer-DeWitt via RSS
"The signaling and trend implications for Apple and Intel are meaningful. — Ming-Chi Kuo

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Alex Kantrowitz: A Gemini-powered Siri is 'OK for now'
Wed 7:28am By Philip Elmer-DeWitt via RSS
From "Beyond time for Apple to go in new direction with AI leadership: Big Technology's Alex…

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Premarket: Apple was red, turned green
Wed 6:21am By Philip Elmer-DeWitt via RSS
From Barron's' "Stock Futures Rise as Risk Rebound Builds Steam" posted early Wednesday.

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Apple at $286.19: Another day, another record close
Tue 4:52pm By Philip Elmer-DeWitt via RSS
Tuesday's all-time-high close makes it six in as many trading days.

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Suddenly, the Street doesn't care about Apple AI
Tue 3:36pm By Philip Elmer-DeWitt via RSS
"As is usually the case for Apple, iPhone sales matter most."

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Philip Elmer-DeWitt's - Apple 3.0 Actions

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