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Apple at $343.67: Flying above $5 trillion, againapple 5t again5 hours ago
Published July 29, 2026 by Philip Elmer-DeWitt

Apple at $343.67: Flying above $5 trillion, again

"The US consumer electronics company’s rally has been driven ⁠as much by strong demand for its products as its decision to sit out the ​AI spending race that is sapping cash ‌flows at big tech ‌rivals."

Read More Apple at $343.67: Flying above $5 trillion, again

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Handicapping Apple's fiscal Q3 2026 earningsapple handicapping q320266 hours ago
Published July 29, 2026 by Philip Elmer-DeWitt

Handicapping Apple's fiscal Q3 2026 earnings

Everybody's bullish this quarter, the independents slightly more than the pros.

Read More Handicapping Apple's fiscal Q3 2026 earnings

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Premarket: Apple is greenapple premarket green 7-29-269 hours ago
Published July 29, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Dow Drops, S&P 500 and Nasdaq Rise as Fed Rate Decision Looms" posted early Wednesday.

Read More Premarket: Apple is green

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Apple at $340.08: Second record close in as many daysapple 340 record close23 hours ago
Published July 28, 2026 by Philip Elmer-DeWitt

Apple at $340.08: Second record close in as many days

At the opening bell, shares touched $342.89, a new all-time intraday high. 

Read More Apple at $340.08: Second record close in as many days

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Horace Dediu has a cool new way to preview Apple earningsapple q32026 asymco handicaps1 day ago
Published July 28, 2026 by Philip Elmer-DeWitt

Horace Dediu has a cool new way to preview Apple earnings

Yahoo, TipRanks and Asymco's estimates.

Read More Horace Dediu has a cool new way to preview Apple earnings

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Why Goldman Sachs raised its Apple targetapple sticky goldman 3701 day ago
Published July 28, 2026 by Philip Elmer-DeWitt

Why Goldman Sachs raised its Apple target

"We believe Apple’s user base is relatively price inelastic given brand stickiness, US carrier subsidies, and availability of recent low-cost product launches." — Analyst Michael Ng

Read More Why Goldman Sachs raised its Apple target

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AI funding is giving Jim Cramer dot-com deja vuapple cramer circular financing1 day ago
Published July 28, 2026 by Philip Elmer-DeWitt

AI funding is giving Jim Cramer dot-com deja vu

"What we learned in 2000 is that you don’t lend to companies who buy your goods."  

Read More AI funding is giving Jim Cramer dot-com deja vu

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If AI is a bubble, where does that leave Apple?apple ai bubble zitron1 day ago
Published July 28, 2026 by Philip Elmer-DeWitt

If AI is a bubble, where does that leave Apple?

"Apple Intelligence was both the worst and best thing to happen to Apple as far as the AI bubble goes." — AI skeptic Ed Zitron From…

Read More If AI is a bubble, where does that leave Apple?

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Premarket: Apple is greenapple premarket green 7-29-261 day ago
Published July 28, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Chip Selloff Rages On Amid AI Fears. Nasdaq Futures Drop." posted early Tuesday.

Read More Premarket: Apple is green

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CNBC talking heads talk about Apple's new highsapple fast money record2 days ago
Published July 28, 2026 by Philip Elmer-DeWitt

CNBC talking heads talk about Apple's new highs

From "‘Fast Money’ traders talk Apple hitting new high ahead of earnings" which aired Monday on CNBC Pro.

Read More CNBC talking heads talk about Apple's new highs

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
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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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