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Foldable iPhone rumor takes a bite out of Appleapple nikkei foldable delay3 hours ago
Published April 7, 2026 by Philip Elmer-DeWitt

Foldable iPhone rumor takes a bite out of Apple

"Apple shares pared their losses after Bloomberg News reported on the plans." — Mark Gurman

Read More Foldable iPhone rumor takes a bite out of Apple

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Is this the iPhone fold?apple foldable iPhone leak8 hours ago
Published April 7, 2026 by Philip Elmer-DeWitt

Is this the iPhone fold?

"Images of iPhone Fold, iPhone 18 Pro, and iPhone 18 Pro Max dummies have been released by a generally reliable leaker."

Read More Is this the iPhone fold?

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Why Needham's Laura Martin ignores Apple in her AI hyperscalers analysisapple needham hyperscalers martin8 hours ago
Published April 7, 2026 by Philip Elmer-DeWitt

Why Needham's Laura Martin ignores Apple in her AI hyperscalers analysis

"Free cash flow builds the moat. Bundles build the city. Returns on invested capital build the drawbridge."

Read More Why Needham's Laura Martin ignores Apple in her AI hyperscalers analysis

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Evercore: Apple App Store growth slowed in March on gaming weaknessapple evercore gaming weakness9 hours ago
Published April 7, 2026 by Philip Elmer-DeWitt

Evercore: Apple App Store growth slowed in March on gaming weakness

Productivity grew +75% (down modestly from +82% in February). Worth flagging, though, that ChatGPT-related revenues continue to account for nearly half of the Productivity category. — Analyst Amit Daryanani

Read More Evercore: Apple App Store growth slowed in March on gaming weakness

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Premarket: Apple is redapple premarked red 4-7-2610 hours ago
Published April 7, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "S&P 500 futures rise as Trump’s deadline to reopen Strait of Hormuz nears" posted early Tuesday.

Read More Premarket: Apple is red

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Goldman Sachs: AI feeds on skilled workersAI swallows skilled workers1 day ago
Published April 6, 2026 by Philip Elmer-DeWitt

Goldman Sachs: AI feeds on skilled workers

"The same technological shifts that eliminated their positions also eroded the value of their existing skills." — Goldman Sachs' Pierfrancesco Mei

Read More Goldman Sachs: AI feeds on skilled workers

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Under government pressure, Apple removes Bitchat from its Chinese App Storeapple bitchat china dorsey1 day ago
Published April 6, 2026 by Philip Elmer-DeWitt

Under government pressure, Apple removes Bitchat from its Chinese App Store

From "Apple pulls Jack Dorsey's Bitchat from China at Beijing’s request" posted Monday by Cointelegraph.

Read More Under government pressure, Apple removes Bitchat from its Chinese App Store

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Omdia: Apple's share of the global PC market grew to 16% last yearapple omdia 2025 mac1 day ago
Published April 6, 2026 by Philip Elmer-DeWitt

Omdia: Apple's share of the global PC market grew to 16% last year

"For full-year 2025, however, the biggest story at the vendor level was Apple."

Read More Omdia: Apple's share of the global PC market grew to 16% last year

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Still no Apple price target from KeyBanc despite raised estimatesapple keybanc john vinh1 day ago
Published April 6, 2026 by Philip Elmer-DeWitt

Still no Apple price target from KeyBanc despite raised estimates

"Our broad checks suggest demand remains strong and builds are increasing, and we are adjusting our estimates." — Analyst John Vinh

Read More Still no Apple price target from KeyBanc despite raised estimates

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Premarket: Apple is greenapple premarket green 4-6-261 day ago
Published April 6, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "S&P 500 futures nudge higher on report Iran and U.S. are trying for ceasefire" posted early Monday.

Read More Premarket: Apple is green

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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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