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EU Court: Yes, Virginia. Apple is a gatekeeperapple eu gatekeeper virginia3 hours ago
Published July 8, 2026 by Philip Elmer-DeWitt

EU Court: Yes, Virginia. Apple is a gatekeeper

From Foo Yun Chee's "Apple loses challenges against EU rules to curb Big Tech" posted Wednesday by Reuters.

Read More EU Court: Yes, Virginia. Apple is a gatekeeper

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Josh Brown drinks the Apple Kool-Aid (video)apple josh brown KoolAid4 hours ago
Published July 8, 2026 by Philip Elmer-DeWitt

Josh Brown drinks the Apple Kool-Aid (video)

"These are the charts that I personally live for."

Read More Josh Brown drinks the Apple Kool-Aid (video)

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The days of the $99 smartphone are numberedapple lowcost smartphones dead6 hours ago
Published July 8, 2026 by Philip Elmer-DeWitt

The days of the $99 smartphone are numbered

"In 1Q26, memory costs already accounted for nearly 60% of the total BOM cost in smartphones priced below $400, and even exceeded 64% in products priced below $99."

Read More The days of the $99 smartphone are numbered

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Premarket: Apple is redapple premarket red 7-8-268 hours ago
Published July 8, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Markets Dive After Trump Says Iran Cease-Fire Is Over" posted early Wednesday.

Read More Premarket: Apple is red

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Mark Gurman: What Apple needs from Broadcom and vice versaapple broadcom gurman business23 hours ago
Published July 7, 2026 by Philip Elmer-DeWitt

Mark Gurman: What Apple needs from Broadcom and vice versa

"It's all about AI." 

Read More Mark Gurman: What Apple needs from Broadcom and vice versa

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How Apple hedges foreign exchange fluctuationsapple fx fluctuations gemini1 day ago
Published July 7, 2026 by Philip Elmer-DeWitt

How Apple hedges foreign exchange fluctuations

"Apple’s corporate treasury utilizes a highly sophisticated, multi-billion-dollar derivative playbook to neutralize foreign exchange (FX) volatility."

Read More How Apple hedges foreign exchange fluctuations

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J.P. Morgan raises Apple target $20 on price elasticityapple jpmorgan target 3451 day ago
Published July 7, 2026 by Philip Elmer-DeWitt

J.P. Morgan raises Apple target $20 on price elasticity

"We believe there are several drivers to lead the revenue and earnings outcomes to be much more favorable than currently feared by investors." — Analyst Samik Chatterjee

Read More J.P. Morgan raises Apple target $20 on price elasticity

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

Premarket: Apple is green

From Barron's' "Tech Stocks Drop as Investors Lock in Profit Amid AI Jitters" posted early Tuesday.

Read More Premarket: Apple is green

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Ming-Chi Quo: The foldable iPhone will sell out on Day 1apple iphone foldable sellout2 days ago
Published July 6, 2026 by Philip Elmer-DeWitt

Ming-Chi Quo: The foldable iPhone will sell out on Day 1

From Kuo's "Foldable iPhone May Repeat the iPhone X Story: Joint Debut, Later Launch, Tight Supply to Year-End’" posted Monday on X.

Read More Ming-Chi Quo: The foldable iPhone will sell out on Day 1

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Horace Dediu: Where is Nvidia in a decade?apple nvidia horace future2 days ago
Published July 6, 2026 by Philip Elmer-DeWitt

Horace Dediu: Where is Nvidia in a decade?

Q: The Wall Street Journal just ranked Nvidia the top “company of the future,” with Apple down at number 12. What’s going on with Apple’s brand image — and is that ranking right?

Read More Horace Dediu: Where is Nvidia in a decade?

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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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