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Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
From Ashley Capoot's "Apple clears Spotify update under new rules allowing purchases within apps" posted Friday by CNBC.
The Anthropic partnership is an acknowledgment that Apple could use some outside help.
"I've always said that Apple could only have been created in the United States." — Tim Cook ...
Q SEC filing for fiscal Q2 2025, posted Friday.
Excerpts from the notes I've seen. More as they come in.
Some of the commentary that caught my eye. More as it comes in.
Rather than dominating the top 10 spots, as they do more often than not, this time the indies dominated the bottom 10.
From a note to Oppenheimer clients that landed on my desktop Thursday.
From Barron's' "Stock Futures Soar as Big Tech Earnings Lift Markets. Amazon, Apple Up Next." posted early Thursday.
"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go ...
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.
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