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Apple sales in India hit $10Bapple india 10 billion5 hours ago
Published August 4, 2026 by Philip Elmer-DeWitt

Apple sales in India hit $10B

"Revenue grew at double-digit percentage rate in the 12 months through March." 

Read More Apple sales in India hit $10B

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Nate B. Jones: Apple is playing a 20 to 30-year AI game (video)apple nate jones citadel9 hours ago
Published August 4, 2026 by Philip Elmer-DeWitt

Nate B. Jones: Apple is playing a 20 to 30-year AI game (video)

"Apple is not an investment story. Apple is not a finance story. Apple is all about long-term advantage acquired by investing in hardware and customer experiences."

Read More Nate B. Jones: Apple is playing a 20 to 30-year AI game (video)

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Premarket: Apple was green, turned redapple premarket green 8-4-269 hours ago
Published August 4, 2026 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From Reuters' "Nasdaq futures underpinned by strong AI forecasts; focus on earnings, data" posted early Tuesday.

Read More Premarket: Apple was green, turned red

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Apple-AI enthusiast Errol Brandt looks forward to Oracle's comeuppanceapple oracle kiraa fail1 day ago
Published August 3, 2026 by Philip Elmer-DeWitt

Apple-AI enthusiast Errol Brandt looks forward to Oracle's comeuppance

"They used a high-margin cash generation machine to fund a low-margin leasing business — and took on the balance-sheet risk OpenAI didn't want to carry."

Read More Apple-AI enthusiast Errol Brandt looks forward to Oracle's comeuppance

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Tim Cook stuck to his knittingapple knitting cook marketwatch1 day ago
Published August 3, 2026 by Philip Elmer-DeWitt

Tim Cook stuck to his knitting

"Though this focus sometimes led critics to allege that Cook was the wrong man for the job, in each case, he got the last laugh."

Read More Tim Cook stuck to his knitting

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Premarket: Apple is greenapple premarket green 8-4-261 day ago
Published August 3, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "Wall St futures edge up on Mideast deal hopes; healthcare in focus" posted early Monday.

Read More Premarket: Apple is green

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Mark Gurman: Apple is now a subscriptionapple gurman subscription upgrade2 days ago
Published August 2, 2026 by Philip Elmer-DeWitt

Mark Gurman: Apple is now a subscription

"My initial impression is that Apple Upgrade could help power the company’s next trillion."

Read More Mark Gurman: Apple is now a subscription

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This week's Apple trading strategies (8/3-8/7/26)apple trading strategies 8-3-262 days ago
Published August 2, 2026 by Philip Elmer-DeWitt

This week's Apple trading strategies (8/3-8/7/26)

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

Read More This week's Apple trading strategies (8/3-8/7/26)

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NYT: The day Trump put Larry Ellison in charge of AIapple ellison ai bubble3 days ago
Published August 1, 2026 by Philip Elmer-DeWitt

NYT: The day Trump put Larry Ellison in charge of AI

"For Ellison, it was the capstone of a mad two-year scramble to transform Oracle into an A.I. juggernaut."

Read More NYT: The day Trump put Larry Ellison in charge of AI

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The AI burn rate is making Washington nervousapple ai burn washington3 days ago
Published August 1, 2026 by Philip Elmer-DeWitt

The AI burn rate is making Washington nervous

“This AI thing better work out because if it doesn’t ... we’re going to have a problem.” — Apollo Global Management's Torsten Slok

Read More The AI burn rate is making Washington nervous

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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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