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Everything Mark Gurman knows about Siri's overhaulapple siri reboot gurman2 minutes ago
Published March 24, 2026 by Philip Elmer-DeWitt

Everything Mark Gurman knows about Siri's overhaul

"The new Siri is slated to be unveiled June 8 at the iPhone maker’s Worldwide Developers Conference."

Read More Everything Mark Gurman knows about Siri's overhaul

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Morgan Stanley survey: Good news for Apple suppliers, bad news for Androidapple morgan stanley android4 hours ago
Published March 24, 2026 by Philip Elmer-DeWitt

Morgan Stanley survey: Good news for Apple suppliers, bad news for Android

"Apple remains the only brand with both a positive and improving Y/Y net switching rate." — Analyst Erik Woodring

Read More Morgan Stanley survey: Good news for Apple suppliers, bad news for Android

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BofA cuts Apple target $5 to $320 on staggered iPhone rolloutbofa apple wamsi 3205 hours ago
Published March 24, 2026 by Philip Elmer-DeWitt

BofA cuts Apple target $5 to $320 on staggered iPhone rollout

"By moving to a more balanced launch, the supply chain is better able to manage more steady utilization rates and not have to ramp up and down production as materially as in past cycles." — Analyst Wamsi Mohan

Read More BofA cuts Apple target $5 to $320 on staggered iPhone rollout

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Schwab's Tom White shrugs off BofA's Apple price target cutapple schwab bofa options8 hours ago
Published March 24, 2026 by Philip Elmer-DeWitt

Schwab's Tom White shrugs off BofA's Apple price target cut

From "Key levels to watch on Apple" which aired Monday on the Schwab Network.

Read More Schwab's Tom White shrugs off BofA's Apple price target cut

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Evercore: The Apple flywheel is in full effectapple evercore flywheel9 hours ago
Published March 24, 2026 by Philip Elmer-DeWitt

Evercore: The Apple flywheel is in full effect

"Monetization expands beyond just the App Store, providing Apple with multiple ways to achieve double-digit Services growth." — Analyst Amit Daryanani From a note to Evercore…

Read More Evercore: The Apple flywheel is in full effect

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Apple investors: Mark your calendars for June 8apple wwwdc26 June 89 hours ago
Published March 24, 2026 by Philip Elmer-DeWitt

Apple investors: Mark your calendars for June 8

From Richard Lawler and Jess Weatherbed's "Apple’s WWDC 2026 event starts June 8th" posted Monday by The Verge.

Read More Apple investors: Mark your calendars for June 8

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Premarket: Apple is greenapple premarket green 3-24-2610 hours ago
Published March 24, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

 From CNBC's "Stock futures are little changed after Monday’s relief rally" posted early Tuesday.

Read More Premarket: Apple is green

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Three Apple analysts see gold in the iPhone foldapple fold gold analysts1 day ago
Published March 23, 2026 by Philip Elmer-DeWitt

Three Apple analysts see gold in the iPhone fold

Morgan Stanley's Erik Woodring estimates that Apple could generate $40 billion to $60 billion in revenue from foldable phones in the next 18 months.

Read More Three Apple analysts see gold in the iPhone fold

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Premarket: Apple was red, turned greenapple premarket red 3-23-261 day ago
Published March 23, 2026 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From CNBC's "Stock futures slide after Trump ultimatum to Iran" posted early Monday.

Read More Premarket: Apple was red, turned green

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Mark Gurman profiles Apple's John Ternus2 days ago
Published March 23, 2026 by Philip Elmer-DeWitt

Mark Gurman profiles Apple's John Ternus

"Tim Cook doesn’t want to talk about retirement yet, but John Ternus is emerging as his most likely successor."

Read More Mark Gurman profiles Apple's John Ternus

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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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