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Evercore: The Apple flywheel is in full effectapple evercore flywheel1 week 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 81 week 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 4-1-261 week 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 week 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 mcintosh 3-30-261 week 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 Ternus1 week 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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Mark Gurman: Why Apple's AirPods Max 2 is a letdownapple gurman airpodsmax22 weeks ago
Published March 22, 2026 by Philip Elmer-DeWitt

Mark Gurman: Why Apple's AirPods Max 2 is a letdown

"The lines between marketing and innovation are clearly blurring."

Read More Mark Gurman: Why Apple's AirPods Max 2 is a letdown

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This week's Apple trading strategies (3/23-3/27/26)apple trading strategies 3-23-262 weeks ago
Published March 22, 2026 by Philip Elmer-DeWitt

This week's Apple trading strategies (3/23-3/27/26)

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

Read More This week's Apple trading strategies (3/23-3/27/26)

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7th Apple 3.0 price target contest: Tuesday March 31, 2026 editionapple 7th target contest stand2 weeks ago
Published March 21, 2026 by Philip Elmer-DeWitt

7th Apple 3.0 price target contest: Tuesday March 31, 2026 edition

Eight days before the 2027 betting window closes we have 39 contestants with an average target of $314, $37 (13%) higher than last year.

Read More 7th Apple 3.0 price target contest: Tuesday March 31, 2026 edition

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Apple dragged into Lux Optics co-founders fightapple aquihire lux optics2 weeks ago
Published March 21, 2026 by Philip Elmer-DeWitt

Apple dragged into Lux Optics co-founders fight

"A chronicle of an ugly breakup between two startup co-founders."

Read More Apple dragged into Lux Optics co-founders fight

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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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