IDC: As the PC market shrank, Apple gained share

From "PC Market Woes Continue: Shipments Fall 20.1% in Q3 2026 as Pull-In Hangover and Supply Constraints Bite" posted Friday.

One Comment

Mark Gurman: John Ternus' first five weeks as Apple CEO (video)

8 hours ago

Published October 9, 2026 by Philip Elmer-DeWitt

Mark Gurman: John Ternus' first five weeks as Apple CEO (video)

"My impressions are that he's a lot like an Apple product. He looks very polished. He looks very competent and confident." — Bloomberg's tech editor Vlad Savov

3 Comments

Nikkei Asia strikes again

11 hours ago

Published October 9, 2026 by Philip Elmer-DeWitt

Nikkei Asia strikes again

Apple's "Welcome Home" post catapulted the stock above $340 Thursday. Nikkei pulled its old trick on Friday.

Premarket: Apple is red

From Yahoo!Finance's "Dow, S&P 500, Nasdaq futures rise as oil prices fall, tech recovers" posted early Friday.

Apple throws a monkey wrench into the digital ad business

"Now alarm bells are going off at The Trade Desk."

10 Comments

The Gray Lady likes 'Cupertino'

1 day ago

Published October 8, 2026 by Philip Elmer-DeWitt

The Gray Lady likes 'Cupertino'

"The delightfully feisty 'Cupertino' argues, with a populist spirit, that tech has become so pervasive that it is actually the only story — and maybe, if we don’t watch out, our last one."

3 Comments

Daniel Ives: 'Apple will be the toll collector on the consumer AI highway'

1 day ago

Published October 8, 2026 by Philip Elmer-DeWitt

Daniel Ives: 'Apple will be the toll collector on the consumer AI highway'

"We believe the AI vision and monetization is worth another $75 per share to the Apple valuation and Cupertino continues to a be a sleeping giant now waking up in the AI race."