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Nvidia and Apple are the only Mag 7s outperforming the S&P 500apple mag7 outlier8 hours ago
Published October 28, 2026 by Philip Elmer-DeWitt

Nvidia and Apple are the only Mag 7s outperforming the S&P 500

"Apple illustrates how investors’ assessment of AI exposure has shifted."

Read More Nvidia and Apple are the only Mag 7s outperforming the S&P 500

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Mooness, Crespi, Hardt hikes Apple target $20 to $355apple mooness hike 3558 hours ago
Published October 28, 2026 by Philip Elmer-DeWitt

Mooness, Crespi, Hardt hikes Apple target $20 to $355

"In our view, Apple is innovating with industry-leading products and ramping Apple Intelligence; however, supply constraints persist and the macro remains treacherous." — Analyst Brian White

Read More Mooness, Crespi, Hardt hikes Apple target $20 to $355

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Daniel Ives: The Ternus cadence continuesapple yorkville ives cadence11 hours ago
Published October 28, 2026 by Philip Elmer-DeWitt

Daniel Ives: The Ternus cadence continues

"In our view the read is less about one laptop than about the cadence Ternus is setting: a steady stream of silicon-led hardware refreshes that push AI into the installed base ahead of the holiday quarter."

Read More Daniel Ives: The Ternus cadence continues

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Premarket: Apple is redapple premarket red 10-28-2611 hours ago
Published October 28, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal's "Tech Stocks Buoyant Ahead of Fed Rate Decision" posted early Wednesday.

Read More Premarket: Apple is red

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Evercore is sticking with its $380 Apple targetapple evercore touchscreen 38024 hours ago
Published October 27, 2026 by Philip Elmer-DeWitt

Evercore is sticking with its $380 Apple target

"We think the refreshed Mac lineup pairs stronger performance with higher pricing, providing a potential lever to defend gross margins," — Analyst Amit Daryanani

Read More Evercore is sticking with its $380 Apple target

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iPhone 18 Pro series up 3.1% from the iPhone 17 Prosapple counterpoint mixed start1 day ago
Published October 27, 2026 by Philip Elmer-DeWitt

iPhone 18 Pro series up 3.1% from the iPhone 17 Pros

"China posted the strongest growth, with sales rising 29% YoY."

Read More iPhone 18 Pro series up 3.1% from the iPhone 17 Pros

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Apple's iPhone Duo: Scratched, peeled, dusted, burned, bent, brokenapple duo scratched peeled1 day ago
Published October 27, 2026 by Philip Elmer-DeWitt

Apple's iPhone Duo: Scratched, peeled, dusted, burned, bent, broken

Don't try this at home.

Read More Apple's iPhone Duo: Scratched, peeled, dusted, burned, bent, broken

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Premarket: Apple is redapple premarket red 10-28-261 day ago
Published October 27, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "US stock futures muted as oil holds near April highs ahead of Fed decision" posted early Tuesday.

Read More Premarket: Apple is red

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The public Internet is dead, says Ben Thompsonapple internet dead stratechery2 days ago
Published October 26, 2026 by Philip Elmer-DeWitt

The public Internet is dead, says Ben Thompson

Long live group chats and small, subscriber-funded blogs.

Read More The public Internet is dead, says Ben Thompson

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Apple drops another product updateapple ipad mini 82 days ago
Published October 26, 2026 by Philip Elmer-DeWitt

Apple drops another product update

"It may not be able to fold, but the iPad mini 8 is the smallest tablet available that runs iPadOS."

Read More Apple drops another product update

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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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Apple 2.0 Archives

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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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