Philip Elmer-DeWitt's - Apple 3.0

Apple's Eddy Cue testifies he's losing sleep over Google's billions
12:24pm By Philip Elmer-DeWitt
Alphabet's shares fall off a cliff on Cue's report that AI searches are cutting into Google's.

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Was there panic iPhone buying? CIRP says yes, Cook says no.
12:03pm By Philip Elmer-DeWitt
More iPhone owners upgraded their devices this spring, according to a new report that points to consumer behavior Tim Cook recently dismissed during Apple's earnings call.

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Zuck: Apple is Meta's foe, Google its friend
8:01am By Philip Elmer-DeWitt
"Points for performative restraint with a wink."

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Premarket: Apple is green
6:06am By Philip Elmer-DeWitt
From Barron's' "Stock Futures Rise on Fed Decision Day as China-U.S. Trade Talks Cheer Investors" posted early Wednesday.

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WSJ: iPhone prices are going up no matter what
Tue 1:11pm By Philip Elmer-DeWitt
"iPhone maker is absorbing $900 million in tariff costs this quarter, but hit to profit margins could still get worse."

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Morgan Stanley: Has The Market Overblown Another App Store Legal Risk?
Tue 12:36pm By Philip Elmer-DeWitt
"We think the fundamental EPS and multiple impact is low." — Analyst Erik Woodring

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Epic's Tim Sweeney says he spent $1 billion fighting Apple
Tue 8:17am By Philip Elmer-DeWitt
"This is really one of the issues at the heart of our digital freedoms for the future."

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Neil Cybert: Apple judge thinks an app is a bottle of ketchup
Tue 7:19am By Philip Elmer-DeWitt
"One doesn’t walk into a grocery store and pick up a ketchup bottle only to find it empty with a sticker on the bottom that says how to get it cheaper elsewhere."

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Premarket: Apple is red
Tue 6:13am By Philip Elmer-DeWitt
From Barron's' "Stock Futures Drop as Tariff Fears Increase. Focus Turns to the Fed." posted early Tuesday.

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Mark Gurman addresses Apple's 7 biggest 'potential disasters'
Mon 9:00am By Philip Elmer-DeWitt
"Apple Reaches Critical Juncture With Tariffs, AI and Services Turmoil."

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