Philip Elmer-DeWitt's - Apple 3.0

A man, a dog, an Apple Watch
Sat 7:34pm By Philip Elmer-DeWitt via RSS
This tale of gravity and peril came in over the transom today from friend-of-the-blog Neil Shapiro.

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Apple's got plenty of memory chips. What it lacks is access to the best foundries.
Sat 9:29am By Philip Elmer-DeWitt via RSS
The Wall Street Journal's headline — and Mr. Market — got it wrong.

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Saturday Apple video: Steve Jobs anticipates genAI (1983)
Sat 7:18am By Philip Elmer-DeWitt via RSS
"Maybe we can ask this machine, 'Hey, what would Aristotle have said?'"

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Apple blows past expectations and its shares fall. What gives?
Fri 11:14am By Philip Elmer-DeWitt via RSS
While the iPhone 17 is seeing explosive demand, analysts are flagging supply-chain bottlenecks and…

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Apple's blowout Q1 2026: What the analysts are saying
Fri 9:08am By Philip Elmer-DeWitt via RSS
Excerpts from the notes we've seen, including Morgan Stanley, Goldman Sachs, BofA and J.P. Morgan.

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Premarket: Apple was red, turned green
Fri 6:56am By Philip Elmer-DeWitt via RSS
From CNBC's "Stock futures are under pressure, follow gold and silver lower" posted early Friday.

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Apple blowout Q1 2026: What the talking heads are saying
Thu 7:16pm By Philip Elmer-DeWitt via RSS
The videos that caught my eye. More as they come in.

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Best and worst Apple analysts: Fiscal Q1 2026
Thu 6:53pm By Philip Elmer-DeWitt via RSS
Once again, the independents clobbered the professionals.

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Apple's blowout Q1 2026 in five easy charts
Thu 4:46pm By Philip Elmer-DeWitt via RSS
Apple's revenue, earnings, Services and iPhone sales all grew double digits. China sales grew an…

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Apple's 2nd largest acquisition is a startup with tech to read micro facial movements
Thu 3:04pm By Philip Elmer-DeWitt via RSS
Reuters reports that Q.ai’s founding team will join Apple, including CEO Aviad Maizels. If that…

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