Benedict Evans on Apple AI

"There’s a view going around now that Apple and Tim Cook are being geniuses in sitting out the AI capex surge, which doesn’t make much sense to me."

Can Apple build an AI with a human face?

Fifty-five percent of Americans say AI will do more harm than good in their day-to-day lives, an 11% increase since last April, according to poll results released Monday.

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As our 2027 price target contest ends, here's where the pros stand for 2026

2 months ago

Published March 31, 2026 by Philip Elmer-DeWitt

As our 2027 price target contest ends, here's where the pros stand for 2026

At Monday's closing price ($246.63), I count two underwater and 29 on dry land.

12 Comments

Anything's vibe coding app gave Apple bad vibes

2 months ago

Published March 31, 2026 by Philip Elmer-DeWitt

Anything's vibe coding app gave Apple bad vibes

"Since Anything’s app launched last year, people have used its tool to publish thousands of apps in the App Store."

2 Comments

Premarket: Apple is green

2 months ago

Published March 31, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "Wall St. futures rise on Iran war de-escalation hopes, indexes set for monthly drops" posted early Tuesday.

9to5Mac is hot for Siri

"I think this Siri app could easily become one of the most popular iPhone apps for many iOS 27 users."

Apple subsidiary fined for reporting its error

"After identifying two payments to a developer that days earlier had become affiliated with a sanctioned entity, we promptly ⁠and proactively reported our finding to the UK government." — Apple Distribution International Limited

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IDC: Smartphone sales will grow next year

2 months ago

Published March 30, 2026 by Philip Elmer-DeWitt

IDC: Smartphone sales will grow next year

"Apple maintained its leadership for the third consecutive year, achieving record-high shipments and a strong rebound in China fueled by the success of the iPhone 17 series." IDC's Nabila Popal.