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Horace Dediu has a cool new way to preview Apple earningsapple q32026 asymco handicaps4 hours ago
Published July 28, 2026 by Philip Elmer-DeWitt

Horace Dediu has a cool new way to preview Apple earnings

Yahoo, TipRanks and Asymco's estimates.

Read More Horace Dediu has a cool new way to preview Apple earnings

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Why Goldman Sachs raised its Apple targetapple sticky goldman 3705 hours ago
Published July 28, 2026 by Philip Elmer-DeWitt

Why Goldman Sachs raised its Apple target

"We believe Apple’s user base is relatively price inelastic given brand stickiness, US carrier subsidies, and availability of recent low-cost product launches." — Analyst Michael Ng

Read More Why Goldman Sachs raised its Apple target

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AI funding is giving Jim Cramer dot-com deja vuapple cramer circular financing6 hours ago
Published July 28, 2026 by Philip Elmer-DeWitt

AI funding is giving Jim Cramer dot-com deja vu

"What we learned in 2000 is that you don’t lend to companies who buy your goods."  

Read More AI funding is giving Jim Cramer dot-com deja vu

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If AI is a bubble, where does that leave Apple?apple ai bubble zitron7 hours ago
Published July 28, 2026 by Philip Elmer-DeWitt

If AI is a bubble, where does that leave Apple?

"Apple Intelligence was both the worst and best thing to happen to Apple as far as the AI bubble goes." — AI skeptic Ed Zitron From…

Read More If AI is a bubble, where does that leave Apple?

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Premarket: Apple is greenapple premarket green 7-28-269 hours ago
Published July 28, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Chip Selloff Rages On Amid AI Fears. Nasdaq Futures Drop." posted early Tuesday.

Read More Premarket: Apple is green

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CNBC talking heads talk about Apple's new highsapple fast money record18 hours ago
Published July 28, 2026 by Philip Elmer-DeWitt

CNBC talking heads talk about Apple's new highs

From "‘Fast Money’ traders talk Apple hitting new high ahead of earnings" which aired Monday on CNBC Pro.

Read More CNBC talking heads talk about Apple's new highs

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Dan Niles on Apple AI: 'Sometimes you get lucky for being incompetent'apple niles overpriced19 hours ago
Published July 28, 2026 by Philip Elmer-DeWitt

Dan Niles on Apple AI: 'Sometimes you get lucky for being incompetent'

From "Dan Niles on the biggest issue with Apple" which aired Monday on CNBC.

Read More Dan Niles on Apple AI: 'Sometimes you get lucky for being incompetent'

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Apple touches $339.57, closes at a record $336.91 and overtakes Nvidiaapple 339 intraday nvidia1 day ago
Published July 27, 2026 by Philip Elmer-DeWitt

Apple touches $339.57, closes at a record $336.91 and overtakes Nvidia

Once again Apple is — at least for now — the most valuable company in the world. 

Read More Apple touches $339.57, closes at a record $336.91 and overtakes Nvidia

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Goldman Sachs raises Apple target $30 to $370apple goldman raise 3701 day ago
Published July 27, 2026 by Philip Elmer-DeWitt

Goldman Sachs raises Apple target $30 to $370

"The bank sees that Apple still has opportunities to enhance revenues, especially with the continued demand for its products and the high profit margins it achieves from its services and devices."

Read More Goldman Sachs raises Apple target $30 to $370

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Premarket: Apple is greenapple premarket green 7-28-261 day ago
Published July 27, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Jump to Kick Off Crunch Week as Market Focuses on the Fed and Big Tech Earnings" 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.]

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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