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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Evercore: Damn Trump's 25% tariff, Apple won't abandon Indiaapple leave india tariff8 months ago
Published July 30, 2025 by Philip Elmer-DeWitt

Evercore: Damn Trump's 25% tariff, Apple won't abandon India

"If Trump follows through with his threat we may end up in a scenario where Apple has little choice but to pay the tariff in the…

Read More Evercore: Damn Trump's 25% tariff, Apple won't abandon India

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Trump vs. Fed Chair (video)apple trump powell video9 months ago
Published July 25, 2025 by Philip Elmer-DeWitt

Trump vs. Fed Chair (video)

From Colby Smith's "Trump Spars With Powell Over Fed’s Costly Renovations in Rare Visit" in Friday's New York Times.

Read More Trump vs. Fed Chair (video)

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Daniel Ives has dropped Apple from his list of 'Big Tech stalwarts'apple ives sticking 3109 months ago
Published July 23, 2025 by Philip Elmer-DeWitt

Daniel Ives has dropped Apple from his list of 'Big Tech stalwarts'

"We have barely scratched the surface of this 4th Industrial Revolution now playing out around the world led by the Big Tech stalwarts such as Nvidia, Microsoft, Palantir, Meta, Alphabet, and Amazon."

Read More Daniel Ives has dropped Apple from his list of 'Big Tech stalwarts'

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Morgan Stanley: Trump's budget busting bill adds $20B to Apple's free cashapple trump fcf obbba9 months ago
Published July 22, 2025 by Philip Elmer-DeWitt

Morgan Stanley: Trump's budget busting bill adds $20B to Apple's free cash

Among five tech giants, Amazon's free cash flow got the biggest boost, Apple's the least.

Read More Morgan Stanley: Trump's budget busting bill adds $20B to Apple's free cash

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Stephen Colbert is available on Apple TV+ for $12.99 a monthapple stephen Colbert trump9 months ago
Published July 19, 2025 by Philip Elmer-DeWitt

Stephen Colbert is available on Apple TV+ for $12.99 a month

If Colbert wants a home for his next venture, he's already halfway there.

Read More Stephen Colbert is available on Apple TV+ for $12.99 a month

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In 2013, this is what making smartphones in the U.S. looked likeapple google us iphone9 months ago
Published July 7, 2025 by Philip Elmer-DeWitt

In 2013, this is what making smartphones in the U.S. looked like

The executives were well aware of the difficulties they would face in manufacturing a smartphone in the U.S. As with any great tech industry moonshot, the challenge was part of the appeal—and they embraced it.

Read More In 2013, this is what making smartphones in the U.S. looked like

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Pam Bondi to Apple and Google: Just ignore the TikTok banapple bondi tiktok google9 months ago
Published July 5, 2025 by Philip Elmer-DeWitt

Pam Bondi to Apple and Google: Just ignore the TikTok ban

"For pure refusal to enforce the law as Article II requires, it’s just breathtaking." — Law Professor Alan Z. Rozenshtein

Read More Pam Bondi to Apple and Google: Just ignore the TikTok ban

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Reuters: 97% of made-in-India iPhones are being exported to the U.S.apple india 97 percent10 months ago
Published June 13, 2025 by Philip Elmer-DeWitt

Reuters: 97% of made-in-India iPhones are being exported to the U.S.

"We are not interested in you building in India, India can take care of themselves, they are doing very well, we want you to build here." — President Trump in May

Read More Reuters: 97% of made-in-India iPhones are being exported to the U.S.

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Headed to Boston for ACTIVE: The Apple Investor Conferenceapple investor conference 202510 months ago
Published June 10, 2025 by Philip Elmer-DeWitt

Headed to Boston for ACTIVE: The Apple Investor Conference

Horace Dediu will do the heavy lifting. I'll be interviewing Apple analysts and giving a presentation about AAPL in the Trump era.

Read More Headed to Boston for ACTIVE: The Apple Investor Conference

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Fast Company: Apple is Trump's new favorite punching bagapple trump punching bag10 months ago
Published May 31, 2025 by Philip Elmer-DeWitt

Fast Company: Apple is Trump's new favorite punching bag

"Apple doesn’t want to be one of Trump’s many targets, let alone his favorite. But it can certainly take a punch."

Read More Fast Company: Apple is Trump's new favorite punching bag

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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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