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Ming-Chi Kuo is bullish on Apple's new bossapple ternus ming-chi kuo1 minute ago
Published April 21, 2026 by Philip Elmer-DeWitt

Ming-Chi Kuo is bullish on Apple's new boss

"Moving the Mac to Apple Silicon was a system- and platform-level transition, essentially a brain transplant. Within Apple, no one has more experience managing a shift at this scale than John Ternus."

Read More Ming-Chi Kuo is bullish on Apple's new boss

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Premarket: Apple is redapple premarket red 4-21-2635 minutes ago
Published April 21, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Markets Rebounding as Wall Street Hopes for Iran Peace Talks. Stock Futures Rise." posted early Tuesday.

Read More Premarket: Apple is red

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Morgan Stanley: The March quarter results may reset the Apple narrativeapple morgan stanley fq220269 hours ago
Published April 21, 2026 by Philip Elmer-DeWitt

Morgan Stanley: The March quarter results may reset the Apple narrative

"At 28x next year GAAP EPS – roughly the midpoint of Apple's historical 24-34x valuation range – valuation is neither cheap nor taxing." — Analyst Erik Woodring

Read More Morgan Stanley: The March quarter results may reset the Apple narrative

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Ternus as Apple CEO: What the analysts are sayingapple ternus analysts saying11 hours ago
Published April 21, 2026 by Philip Elmer-DeWitt

Ternus as Apple CEO: What the analysts are saying

From the notes I've seen. More as they come in.

Read More Ternus as Apple CEO: What the analysts are saying

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Apple: Cook up, Ternus inapple ternus ceo cook13 hours ago
Published April 20, 2026 by Philip Elmer-DeWitt

Apple: Cook up, Ternus in

“I am profoundly grateful for this opportunity to carry Apple’s mission forward." — John Ternus

Read More Apple: Cook up, Ternus in

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Goldman Sachs is bullish on Apple's March quarterapple goldman bullish march19 hours ago
Published April 20, 2026 by Philip Elmer-DeWitt

Goldman Sachs is bullish on Apple's March quarter

"We believe concerns for Apple are overly pessimistic given its much stronger relative position." — Analyst Michael Ng

Read More Goldman Sachs is bullish on Apple's March quarter

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NPR offers advice for wearable wearers and their doctorsapple wearable npr doctor23 hours ago
Published April 20, 2026 by Philip Elmer-DeWitt

NPR offers advice for wearable wearers and their doctors

"All those numbers streaming in from your wrist or finger can be hard to make sense of."

Read More NPR offers advice for wearable wearers and their doctors

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Apple faces fines of up to $38 billion for stiffing Indian regulatorsapple india stiffing CCI1 day ago
Published April 20, 2026 by Philip Elmer-DeWitt

Apple faces fines of up to $38 billion for stiffing Indian regulators

"CCI investigators ⁠issued a report in 2024 that Apple exploited its dominant position in the apps market by forcing developers to use its proprietary in-app purchase system."

Read More Apple faces fines of up to $38 billion for stiffing Indian regulators

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Premarket: Apple was green, turned redapple premarket red 4-21-261 day ago
Published April 20, 2026 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From Barron's' "Market Rally in Peril as Iran Cease-Fire Unravels. Stock Futures Dive, Oil Prices Soar." posted early Monday.

Read More Premarket: Apple was green, turned red

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Mark Gurman: About that glow on the number 26apple gurman wwdc26 teaser2 days ago
Published April 19, 2026 by Philip Elmer-DeWitt

Mark Gurman: About that glow on the number 26

"Siri’s new look is what Apple is highlighting in its teaser."

Read More Mark Gurman: About that glow on the number 26

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Philip Elmer-DeWitt
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.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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