Philip Elmer-DeWitt's - Apple 3.0

NYT: The day Trump put Larry Ellison in charge of AI
11:03am By Philip Elmer-DeWitt via RSS
"For Ellison, it was the capstone of a mad two-year scramble to transform Oracle into an A.I.…

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The AI burn rate is making Washington nervous
8:40am By Philip Elmer-DeWitt via RSS
“This AI thing better work out because if it doesn’t ... we’re going to have a problem.” — Apollo…

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Saturday Apple video: Wall St. Journal (Get a Mac 2006)
7:24am By Philip Elmer-DeWitt via RSS
"Oh it's a review of you... Apparently you are the finest desktop PC on the market at any price."

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WSJ: Apple gave $25 million for Trump's ballroom
Fri 9:24pm By Philip Elmer-DeWitt via RSS
Among the reported donors for various Trump projects: Softbank ($50 million), Meta ($32 million),…

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Apple's mixed Q3 2026: What the analysts are saying
Fri 9:35am By Philip Elmer-DeWitt via RSS
Excerpts from the notes that caught my eye. More as they come in.

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Apple's mixed Q3 2026: What the talking heads are saying
Fri 8:10am By Philip Elmer-DeWitt via RSS
The videos that caught my eye. More as they come in.

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Premarket: Apple is red
Fri 6:45am By Philip Elmer-DeWitt via RSS
From Barron's' "Stock Futures Jump as Tech Rally Shrugs Off Apple Earnings" posted early Friday.

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Best and worst Apple analysts: Fiscal Q3 2026
Thu 8:13pm By Philip Elmer-DeWitt via RSS
The independents this quarter gave a drubbing to the handful of professional analysts who are still…

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Apple's mixed fiscal Q3 2026 in five easy charts
Thu 4:51pm By Philip Elmer-DeWitt via RSS
Strong products, weak services and a disappointment in China sent the stock even further down in…

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Omdia: iPhone global sales grew 23% year over year
Thu 3:19pm By Philip Elmer-DeWitt via RSS
"Apple delivered its strongest-ever second quarter, shipping 55.1 million units (+23% YoY) to…

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