With Meta and xAI as the latest examples, the financial engineering cycle is ramping up once again and is being employed to allow companies to afford the massive cost of AI infrastructure while ...
From Patrick George's "Dude, where's my CarPlay?" posted Monday.
Below: My full list of Apple price targets as accurate and up-to-date as I can make it. Corrections appreciated.
From Ryan Christoffel's "Next year’s iPhone Fold launch will have strong momentum on its side" posted Wednesday.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.] ...
"The company has already all but guaranteed this will be its biggest quarter ever for total revenue and iPhone sales." ...
A place for Apple traders and investors to share their best ideas.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
From a note to Wedbush clients that landed on my desktop Sunday.
From Bloomberg's "Trump Dines With Apple, Salesforce Chiefs at Tokyo Dinner" posted Tuesday.
Apple beat on the top and bottom lines. iPhone sales were a bit of a disappointment, but Services had its best quarterly ...
Of the top ten spots, seven were taken by indies. On the other hand, indies also took the bottom three.
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