Philip Elmer-DeWitt's - Apple 3.0

OpenAI pushes back at the Journal's 'prime clickbait'
12:17pm By Philip Elmer-DeWitt via RSS
Data center capacity is the very thing that OpenAI requires more of. — CFO Sarah Friar

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NYT: AI will swallow the jobs
11:14am By Philip Elmer-DeWitt via RSS
"Whether you talk with engineers, venture capitalists, founders or managers, or with doomers,…

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Apple record Q2 2026: What the analysts are saying
9:43am By Philip Elmer-DeWitt via RSS
Excerpts from the notes I've seen. More as they come in.

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Apple's record Q2 2026: What the talking heads are saying
7:26am By Philip Elmer-DeWitt via RSS
Video clips that caught my eye. More as they come in.

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Premarket: Apple is green
6:28am By Philip Elmer-DeWitt via RSS
From CNBC's "Stock futures edge higher after the S&P 500 hits a record to wrap April’s trading"…

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Best and worst Apple analysts: Fiscal Q2 2026
Thu 7:02pm By Philip Elmer-DeWitt via RSS
This quarter was a mixed bag, with best and worst estimates spread more-or-less evenly among the…

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Apple delivers another record fiscal quarter — Q2 2026
Thu 4:55pm By Philip Elmer-DeWitt via RSS
“Today Apple is proud to report our best March quarter ever, with revenue of $111.2 billion and…

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Counterpoint: Apple rules the skies — for now
Thu 12:21pm By Philip Elmer-DeWitt via RSS
"The recent acquisition of Globalstar by Amazon provides immediate scale and opens up a new revenue…

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Apple Earnings Smackdown: Final estimates Q2 2026
Thu 9:39am By Philip Elmer-DeWitt via RSS
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s…

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Big bets on Apple puts expiring tomorrow
Thu 8:43am By Philip Elmer-DeWitt via RSS
Apple will report March quarter earnings today after the markets close.

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