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Mark Gurman: Apple is playing catch-up in AI darkroom toolsapple ai photo editing18 hours ago
Published April 29, 2026 by Philip Elmer-DeWitt

Mark Gurman: Apple is playing catch-up in AI darkroom tools

"Development of the features hasn’t gone entirely smoothly."

Read More Mark Gurman: Apple is playing catch-up in AI darkroom tools

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Handicapping Apple's fiscal Q2 2026 earningsapple handicapping fiscal q2202622 hours ago
Published April 29, 2026 by Philip Elmer-DeWitt

Handicapping Apple's fiscal Q2 2026 earnings

All signs point to a record March quarter with double digit growth on the top and bottom lines.

Read More Handicapping Apple's fiscal Q2 2026 earnings

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Premarket: Apple is redapple premarket red 4-29-2624 hours ago
Published April 29, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Markets Face Biggest Test in Years. The Fed, Tech Earnings, and Oil Are Colliding." posted early Wednesday.

Read More Premarket: Apple is red

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Macalope: Three reasons Apple's CEO switch has been so chillapple ternus macalope chill2 days ago
Published April 28, 2026 by Philip Elmer-DeWitt

Macalope: Three reasons Apple's CEO switch has been so chill

Probably the biggest one is that Tim Cook isn’t leaving the company. If Ternus needs to ask him a question like “How do I get Eddy Cue to dial it back a bit?”, he can just walk into his office.

Read More Macalope: Three reasons Apple's CEO switch has been so chill

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UBS up Apple target $7 to $287apple ubs neutral 2872 days ago
Published April 28, 2026 by Philip Elmer-DeWitt

UBS up Apple target $7 to $287

“Apple’s ability to secure silicon and memory to meet iPhone demand has resulted in share gains." — Analyst David Vogt

Read More UBS up Apple target $7 to $287

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WSJ: Sam Altman's AI math doesn't add upapple altman math openai2 days ago
Published April 28, 2026 by Philip Elmer-DeWitt

WSJ: Sam Altman's AI math doesn't add up

OpenAI's CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth.

Read More WSJ: Sam Altman's AI math doesn't add up

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Nate B. Jones: Apple has made a hardware bet against cloud AI (video)apple ai natebjones ternus2 days ago
Published April 28, 2026 by Philip Elmer-DeWitt

Nate B. Jones: Apple has made a hardware bet against cloud AI (video)

"The Ternus pick is Apple admitting — structurally — that they cannont win a software race in the age of AI." — Nate B Jones

Read More Nate B. Jones: Apple has made a hardware bet against cloud AI (video)

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Premarket: Apple is greenapple premarket green 4-28-262 days ago
Published April 28, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "US stock index futures fall as Middle East stalemate keeps oil risks in focus" posted early Tuesday.

Read More Premarket: Apple is green

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High praise for Apple TVapple tv rotten tomatoes3 days ago
Published April 27, 2026 by Philip Elmer-DeWitt

High praise for Apple TV

"Compared to the total amount of Apple TV shows, which is far less than something like Netflix, the chance of those shows being good is very, very high."

Read More High praise for Apple TV

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Big bet on Apple putsapple puts 190 q220263 days ago
Published April 27, 2026 by Philip Elmer-DeWitt

Big bet on Apple puts

Four days before March quarter earnings.

Read More Big bet on Apple puts

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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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