Philip Elmer-DeWitt's - Apple 3.0

Apple at $111: Look who’s underwater now
5:46pm By Philip Elmer-DeWitt
On the eve of its Q4 2020 earnings report, Apple's shares have fallen to the depths where the bears hang out.

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The hypocrisy of Apple’s deal with Google search
3:21pm By Philip Elmer-DeWitt
Apple doesn't sell you to advertisers. But it collects $8-$12 billion a year from Google, which does.

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Apple reports tomorrow
2:26pm By Philip Elmer-DeWitt
You'd never know it from this chart.

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Handicapping Apple’s earnings: Fiscal Q4 2020
11:00am By Philip Elmer-DeWitt
Apple gave Wall Street no guidance last quarter, so the analysts' best guesses are the best we have.

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In the teeth of the pandemic, Apple has opened 95% of its retail stores
10:22am By Philip Elmer-DeWitt
That's a post-COVID record, says analyst Katy Huberty.

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Tax Apple, says Margaret Vestager, don’t carve it up
9:32am By Philip Elmer-DeWitt
From The Information's "Top European Regulator Warns Against ‘Breaking Up’ Big Tech" posted Tuesday.

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FT: With Google’s payments at risk, Apple is building its own search engine
8:01am By Philip Elmer-DeWitt
From the Financial Times' "Apple develops alternative to Google search" posted overnight.

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Apple TV+ has given Jon Stewart a one-hour show. Color me wary.
7:19am By Philip Elmer-DeWitt
From The Hollywood Reporter's "Jon Stewart Returns With Current Affairs Series for Apple (Exclusive)" posted Tuesday

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Premarket: Apple is red
6:01am By Philip Elmer-DeWitt
From The Street's "Dow Futures Plunge as Coronavirus Infection Surge Spooks Markets: Boeing and GE Earnings in Focus" posted early Wednesday:

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Forget Netflix and Tesla. Vilynx is the kind of company Apple likes to buy
Tue 6:38pm By Philip Elmer-DeWitt
Apple paid about $50 million for this Barcelona-based AI startup and moved its IP and people (but not the dog) to Menlo Park.

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