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Apple poppedapple popped 262.242 months ago
Published October 20, 2025 by Philip Elmer-DeWitt

Apple popped

$262.24 is an all-time record close.

Read More Apple popped

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Watch CNBC's talking heads celebrate Apple's new high (videos)apple new high celebratre2 months ago
Published October 20, 2025 by Philip Elmer-DeWitt

Watch CNBC's talking heads celebrate Apple's new high (videos)

The clips that caught my eye. More as they come in. 

Read More Watch CNBC's talking heads celebrate Apple's new high (videos)

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Inviting friends-of-the-blog to Apple’s Q4 2025 Earnings Smackdownapple smackdown invite q420252 months ago
Published October 20, 2025 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s Q4 2025 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.

Read More Inviting friends-of-the-blog to Apple’s Q4 2025 Earnings Smackdown

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Apple races past $264 to hit new all-time intraday highsapple 263 ath2 months ago
Published October 20, 2025 by Philip Elmer-DeWitt

Apple races past $264 to hit new all-time intraday highs

From GuruFocus' "Apple Stock Reaches All-Time High on Strong iPhone 17 Sales" posted earlier Monday.

Read More Apple races past $264 to hit new all-time intraday highs

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FT: Apple upgrade frenzy!apple ft upgrade frenzy2 months ago
Published October 20, 2025 by Philip Elmer-DeWitt

FT: Apple upgrade frenzy!

“Clearly it’s a very strong quarter for Apple,” said the IDC’s Francisco Jeronimo. “I don’t remember the last time I saw queues outside the Apple store like I’ve seen this year.”

Read More FT: Apple upgrade frenzy!

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Apple 3.0: Dear Tim, from David Drinkwaterapple advisor david drinkwater2 months ago
Published October 20, 2025 by Philip Elmer-DeWitt

Apple 3.0: Dear Tim, from David Drinkwater

The tenth entry in the "If you were a consultant who had Tim Cook's ear" series.

Read More Apple 3.0: Dear Tim, from David Drinkwater

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Counterpoint: Apple iPhone 17 blowout in Chinaapple counterpoint iphone17 china2 months ago
Published October 20, 2025 by Philip Elmer-DeWitt

Counterpoint: Apple iPhone 17 blowout in China

"Simply put, it provides extremely good value-for-money, and Chinese consumers are rewarding Apple for that." — Counterpoint's Mengmeng Zhang

Read More Counterpoint: Apple iPhone 17 blowout in China

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Premarket: Apple is greenapple premarket green 12-17-252 months ago
Published October 20, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal's "AWS Outage Hits Internet; Dow Futures Tick Up" posted early Monday.

Read More Premarket: Apple is green

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Evercore adds Apple to its 'Tactical Outperform' listapple tactical outperform evercore 20252 months ago
Published October 19, 2025 by Philip Elmer-DeWitt

Evercore adds Apple to its 'Tactical Outperform' list

"Our survey work points to a strong demand environment, with a higher-than-average number of respondents indicating that they plan to purchase a new iPhone this year." — Analyst Amit Daryanani

Read More Evercore adds Apple to its 'Tactical Outperform' list

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Mark Gurman trashes last week's Apple upgradesapple gurman M5 upgrades2 months ago
Published October 19, 2025 by Philip Elmer-DeWitt

Mark Gurman trashes last week's Apple upgrades

"If you’re a recent buyer of any of those devices, there’s little to no need to upgrade."

Read More Mark Gurman trashes last week's Apple upgrades

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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

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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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