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.

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

From Tripp Mickle's "Could Apple Exist Without Its Ties to China? Probably Not." posted Thursday by the New York Times.

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 ...