Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

The Anthropic partnership is an acknowledgment that Apple could use some outside help.

Q SEC filing for fiscal Q2 2025, posted Friday.

Excerpts from the notes I've seen. More as they come in.

From Barron's' "Stock Futures Rise as China Opens Door to U.S. Trade Talks. Job Numbers Loom." posted early Friday.

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.

Apple's March quarter results beat the Street's estimates on both the top and bottom lines, with iPhone sales above ...

From "We're not expecting a good result or outlook from Apple's earnings, says D.A. Davidson's Gil Luria" which aired ...

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.

Term" posted Wednesday to Deepwater Asset Management subscribers.