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Why Gene Munster is not worried about early iPhone production cutsapple munster nikkei iphone9 hours ago
Published October 10, 2026 by Philip Elmer-DeWitt

Why Gene Munster is not worried about early iPhone production cuts

"There's just so much noise around what's going on with the cycle this time."

Read More Why Gene Munster is not worried about early iPhone production cuts

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Saturday Apple video: Steve Jobs, master storytellerapple saturday steve storyteller10 hours ago
Published October 10, 2026 by Philip Elmer-DeWitt

Saturday Apple video: Steve Jobs, master storyteller

"It's about 12 pounds. You can throw it out the window."

Read More Saturday Apple video: Steve Jobs, master storyteller

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IDC: As the PC market shrank, Apple gained shareapple mac idc share1 day ago
Published October 9, 2026 by Philip Elmer-DeWitt

IDC: As the PC market shrank, Apple gained share

From "PC Market Woes Continue: Shipments Fall 20.1% in Q3 2026 as Pull-In Hangover and Supply Constraints Bite" posted Friday.

Read More IDC: As the PC market shrank, Apple gained share

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Mark Gurman: John Ternus' first five weeks as Apple CEO (video)apple gurman ternus video1 day ago
Published October 9, 2026 by Philip Elmer-DeWitt

Mark Gurman: John Ternus' first five weeks as Apple CEO (video)

"My impressions are that he's a lot like an Apple product. He looks very polished. He looks very competent and confident." — Bloomberg's tech editor Vlad Savov

Read More Mark Gurman: John Ternus' first five weeks as Apple CEO (video)

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Nikkei Asia strikes againapple nikkei lucy football1 day ago
Published October 9, 2026 by Philip Elmer-DeWitt

Nikkei Asia strikes again

Apple's "Welcome Home" post catapulted the stock above $340 Thursday. Nikkei pulled its old trick on Friday. 

Read More Nikkei Asia strikes again

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Premarket: Apple is redapple premarket red 10-9-261 day ago
Published October 9, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Yahoo!Finance's "Dow, S&P 500, Nasdaq futures rise as oil prices fall, tech recovers" posted early Friday.

Read More Premarket: Apple is red

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Apple throws a monkey wrench into the digital ad businessapple monkey wrench ad business2 days ago
Published October 8, 2026 by Philip Elmer-DeWitt

Apple throws a monkey wrench into the digital ad business

"Now alarm bells are going off at The Trade Desk."

Read More Apple throws a monkey wrench into the digital ad business

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The Gray Lady likes 'Cupertino'apple cupertino poniewozik video2 days ago
Published October 8, 2026 by Philip Elmer-DeWitt

The Gray Lady likes 'Cupertino'

"The delightfully feisty 'Cupertino' argues, with a populist spirit, that tech has become so pervasive that it is actually the only story — and maybe, if we don’t watch out, our last one."

Read More The Gray Lady likes 'Cupertino'

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Daniel Ives: 'Apple will be the toll collector on the consumer AI highway'apple ai toll ives2 days ago
Published October 8, 2026 by Philip Elmer-DeWitt

Daniel Ives: 'Apple will be the toll collector on the consumer AI highway'

"We believe the AI vision and monetization is worth another $75 per share to the Apple valuation and Cupertino continues to a be a sleeping giant now waking up in the AI race."

Read More Daniel Ives: 'Apple will be the toll collector on the consumer AI highway'

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Premarket: Apple is greenapple premarket green 10-8-262 days ago
Published October 8, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Dow futures drop more than 400 points as yields and oil rise again" posted early Thursday.

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.]

Apple 3.0 Archives

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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