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What we learned from today's Apple shareholders meetingapple shareholders meeting 20206 years ago
Published February 26, 2020 by Philip Elmer-DeWitt

What we learned from today's Apple shareholders meeting

Passing along notes and photos from the Steve Jobs Theater.

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Needham's Laura Martin: Why she's sticking with a buy on Apple (video)apple needham martin coronavirus6 years ago
Published February 26, 2020 by Philip Elmer-DeWitt

Needham's Laura Martin: Why she's sticking with a buy on Apple (video)

CNBC was really shoveling out the Apple doom and gloom Monday.

Read More Needham's Laura Martin: Why she's sticking with a buy on Apple (video)

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Apple: Light at the end of the tunnel?apple coronavirus premarket 2896 years ago
Published February 26, 2020 by Philip Elmer-DeWitt

Apple: Light at the end of the tunnel?

I wouldn't bet on it. But then, I'm not a betting man.

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Pandemic panic: How the FAANG have fared so farApple FAANG coronavirus6 years ago
Published February 25, 2020 by Philip Elmer-DeWitt

Pandemic panic: How the FAANG have fared so far

In the past four days of trading, Apple has fallen 11%.

Read More Pandemic panic: How the FAANG have fared so far

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Morgan Stanley: Institutional ownership of Apple is risingapple q42023 analysts saying6 years ago
Published February 25, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Institutional ownership of Apple is rising

Apple's weighting in the S&P 500 is growing even faster, says analyst Katy Huberty.

Read More Morgan Stanley: Institutional ownership of Apple is rising

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Warren Buffett, Jon Fortt and Ed Lee on Apple's COVID-19 risks (video)apple buffett fortt coronavirus6 years ago
Published February 25, 2020 by Philip Elmer-DeWitt

Warren Buffett, Jon Fortt and Ed Lee on Apple's COVID-19 risks (video)

Three smart Apple watchers, yet our guess is as good as theirs.

Read More Warren Buffett, Jon Fortt and Ed Lee on Apple's COVID-19 risks (video)

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Needham lowering Apple EPS on COVID-19 newsApple needham coronavirus6 years ago
Published February 25, 2020 by Philip Elmer-DeWitt

Needham lowering Apple EPS on COVID-19 news

"This assumption may prove too optimistic."  —  Analyst Laura Martin

Read More Needham lowering Apple EPS on COVID-19 news

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Apple vs. the S&P 500: Five days of pandemic panicApple versus spy coronavirus6 years ago
Published February 25, 2020 by Philip Elmer-DeWitt

Apple vs. the S&P 500: Five days of pandemic panic

Apple took it on the chin Monday morning. My take: Recovery, when it happens, could be slow. As I type this, Apple is up 0.74% in…

Read More Apple vs. the S&P 500: Five days of pandemic panic

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Cupertino has unshuttered 29 Chinese Apple storesapple reopens chinese stores6 years ago
Published February 25, 2020 by Philip Elmer-DeWitt

Cupertino has unshuttered 29 Chinese Apple stores

When will the factories start operating at full capacity? 

Read More Cupertino has unshuttered 29 Chinese Apple stores

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Apple fell 7% in two days, but UBS is standing patApple down ubs standing pat6 years ago
Published February 24, 2020 by Philip Elmer-DeWitt

Apple fell 7% in two days, but UBS is standing pat

From a note to clients by analyst Timothy Arcuri that landed on my desktop Monday.

Read More Apple fell 7% in two days, but UBS is standing pat

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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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