Evercore’s still way positive on Apple, negative zero-COVID in China and fighting union with “union.” That’s today’s Observation Deck.
Columns & Opinions
On Apple Watch Ultra in China, Apple TV+ and Butterfly Keyboards
Ultra growth for Apple Watch in China, settlement emails are out for the Butterfly effect, and a couple of Apple TV+ stories.
Big App Store Changes On the Horizon for EU
Another downer note on iPhone sales, little worry over the EU and the App Store, and the next round of OS betas is already rolling.
Travelin' Tim Goes to Japan While Apple TV+ Goes to More Awards Shows
Make way for gloom, Travelin’ Tim’s travelin’ again, and awards season kicks it in gear. That’s in today’s view from the Observation Deck.
Accentuating the Positive or Something
A couple of positive notes on Apple, producer and consumer news for Apple in India, and, to quote Billy Joel, “Where’s the Orchestra?”
Stronger iCloud Security, China Surprises, and Release Candidates
Stronger data protection from Apple, surprising news out of China, and a slew of OS release candidates. Plus, updated expectations.
Travelin' Tim Talks TSMC
From the Observation Deck, we can see Travelin’ Tim hits Arizona, pricing changes for the App Store, and new homes for HomePod mini.
Supply Chain Chatter and Union/Disunion
Pronouncements on iPhone production, two tales of Apple and retail worker unions, and more on Apple’s advertising pause on Twitter.
Good News On the Apple Front, Mixed Reality and Real Life Saving Features
Positive notes on Apple, news on Apple’s mixed reality plans, and where on earth was iPhone’s first satellite save?
Travelin' Tim Goes to Arizona, iPhone Production Woes and More
Fresh from the Observation Deck, there’s ugliness around iPhone production, Travelin’ Tim’s off to Arizona, and no rest for developers.
Concerns in China and More On the Terrible Craziness That Is Twitter These Days
Apple and China news, high crazy by tweet, and tweaking Apple’s Crash Detection. Those are the sorts of things we’re noticing from the Observation Deck today.
Lost, Not Deferred, iPhone 14 Sales, Settled Lawsuits and Then Good News
A troubling prediction for iPhone 14 Pros, good news for Apple on the smartwatch front, and a surprising PR move for Apple TV+. These are the sorts of things we see from the Observation Deck today.
Twitter Under Elon Musk Seems to Value Free Speech More Than Truth
Twitter owner Elon Musk has taken aim at Apple, calling it opposed to free speech after it put the brakes on ad campaigns on the platform.
Foxconn Recruitment Efforts, Musk Declares War and a Mélange of Other Apple Tales
The latest recruitment news from iPhone City, Elon Musk takes swipes at Apple, and two tales of retail. That’s today’s view from the Observation Deck.
TSMC Choice of Arizona for Its Chipmaking Plant Makes More Sense Than You Might Think
Questions on why TSMC would choose the desert state of Arizona lead to research, which shows the decision actually makes sense.
Unrest for 'iPhone City' and Actual Cities in China
Pro iPhones aren’t getting easier to get, unrest in iPhone City and actual cities in China, and St. Louis gives togetherness the slip.
Stirring the Disney/Apple M&A Stew
The tragedy in Hingham may have been an accident, Best Buy warns of too few iPhone 14 Pros, and somebody still wants Apple to buy Disney…
Two Takes on Apple Shares and Eyeing the Twitter Situation
Foxconn struggles with space issues, Barron’s offers two takes on Apple stock, and what the heck’s going on with Twitter? All that and more from today’s Observation Deck view.
Preparing for the Holidays and a Few 'Spirited' Offerings
Some iPhone news, a look at holiday shopping and Apple, and some “Spirited” offerings from Apple TV+. That’s from today’s Observation Deck.
A Slow Roll for iPhones and Major League Soccer Plans
iPhone 14 Pro production and procurement, a major Major League Soccer announcement, and another Apple store moves towards union.
Apple Buying the Happiest Place on Earth Resurfaces, and Updating Our Updates On Apple's Updates
Foxconn works to get back to normal, updates and updates on updates, and an icky piece of Apple history hits the auction block.
TSMC May Build More in Arizona, China Locks Down AirDrop and More Entertainment News
TSMC may plant a second plant in Arizona, news of updates and betas from Apple, and a wee bit of entertainment news.
Two Tales of Apple and China, Artistic Beats Earbuds and Using Apple Pay at the Grocery Store
A trimmed target for Apple, two tales of Apple and China, and my grocery store is finally getting Apple Pay.
Twitter Under Elon Musk Is a Chaotic Mess, At Least So Far
Under Elon Musk, leadership at Twitter is looking pretty erratic, chaotic, and ignorant of the needs of a social media platform.