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Mark Gurman disputes the facts behind Jefferies' Apple downgradeapple jefferies downgrade gurman7 hours ago
Published August 11, 2026 by Philip Elmer-DeWitt

Mark Gurman disputes the facts behind Jefferies' Apple downgrade

"A more aspirational version championed by Apple’s design studio used even more glass, instead of metal, but was scrapped early on."

Read More Mark Gurman disputes the facts behind Jefferies' Apple downgrade

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Gene Munster ignores Jefferies' Apple downgrade (video)apple munster jefferies ignore20 hours ago
Published August 10, 2026 by Philip Elmer-DeWitt

Gene Munster ignores Jefferies' Apple downgrade (video)

"I'm feeling good about Apple."

Read More Gene Munster ignores Jefferies' Apple downgrade (video)

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Is this what dented Apple in premarket trading Monday morning?apple dented premarket21 hours ago
Published August 10, 2026 by Philip Elmer-DeWitt

Is this what dented Apple in premarket trading Monday morning?

Analyst Edison Lee is concerned about the outlook for the company’s iPhone, especially Apple’s ability to drive higher average selling prices (ASPs) over time.

Read More Is this what dented Apple in premarket trading Monday morning?

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Premarket: Apple was green, turned redapple premarket green 8-10-2623 hours ago
Published August 10, 2026 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From CNBC's "S&P 500 futures inch higher as traders watch for Strait of Hormuz deal, inflation data" posted early Monday.

Read More Premarket: Apple was green, turned red

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Mark Gurman: Big changes coming for the Apple Watch?apple watch redesigns gurman2 days ago
Published August 9, 2026 by Philip Elmer-DeWitt

Mark Gurman: Big changes coming for the Apple Watch?

"The company is considering new devices with no displays, as well as different types of screens and various sizes."

Read More Mark Gurman: Big changes coming for the Apple Watch?

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Apple gives X's deep fakes a free passapple x free pass2 days ago
Published August 9, 2026 by Philip Elmer-DeWitt

Apple gives X's deep fakes a free pass

"Removing X would have likely caused a firestorm of political response against Apple." — Georgetown's Anupam Chander

Read More Apple gives X's deep fakes a free pass

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This week's Apple trading strategies (8/10-8/14/26)apple trading strategies 8-10-262 days ago
Published August 9, 2026 by Philip Elmer-DeWitt

This week's Apple trading strategies (8/10-8/14/26)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (8/10-8/14/26)

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Tim Bajarin's Mt. Rushmore of tech journalismapple rushmore bajarin journalism3 days ago
Published August 8, 2026 by Philip Elmer-DeWitt

Tim Bajarin's Mt. Rushmore of tech journalism

Honoring Walt Mossberg, John Markoff, Steven Levy and David Pogue.

Read More Tim Bajarin's Mt. Rushmore of tech journalism

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Saturday Apple video: Steve Jobs and the Apple storyapple saturday german documentary3 days ago
Published August 8, 2026 by Philip Elmer-DeWitt

Saturday Apple video: Steve Jobs and the Apple story

"From rebel to tech titan," a new German public TV documentary.

Read More Saturday Apple video: Steve Jobs and the Apple story

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How Apple wins AI's endgameapple endgame ai nvidia3 days ago
Published August 7, 2026 by Philip Elmer-DeWitt

How Apple wins AI's endgame

"The endgame of AI is not four companies renting you intelligence by the token from a datacenter in Virginia."

Read More How Apple wins AI's endgame

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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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