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Huawei is the big winner of China's 618 shopping festivalapple huawei china counterpoint4 weeks ago
Published July 9, 2026 by Philip Elmer-DeWitt

Huawei is the big winner of China's 618 shopping festival

Apple lost less than all the rest. 

Read More Huawei is the big winner of China's 618 shopping festival

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Premarket: Apple is redapple premarket red 7-22-264 weeks ago
Published July 9, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "Wall St futures rebound as oil retreats, investors weigh US-Iran tensions" posted early Thursday.

Read More Premarket: Apple is red

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Evercore views Apple's Broadcom deal as 'strategically positive'apple broadcom evercore4 weeks ago
Published July 8, 2026 by Philip Elmer-DeWitt

Evercore views Apple's Broadcom deal as 'strategically positive'

"We believe Apple is focusing on controlling more of its hardware stack, whether it be through its own in-house sourcing or through LT (long-term) partnerships with suppliers." — Analyst Amit Daryanani

Read More Evercore views Apple's Broadcom deal as 'strategically positive'

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Apple scores a 'staggering' 87 Emmy nominationsapple tv record emmys4 weeks ago
Published July 8, 2026 by Philip Elmer-DeWitt

Apple scores a 'staggering' 87 Emmy nominations

"The historic haul firmly places Apple TV as the third most-nominated network/platform of the year, trailing only heavyweights HBO Max (122 nominations) and Netflix (111 nominations)."

Read More Apple scores a 'staggering' 87 Emmy nominations

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EU Court: Yes, Virginia. Apple is a gatekeeperapple eu gatekeeper virginia4 weeks ago
Published July 8, 2026 by Philip Elmer-DeWitt

EU Court: Yes, Virginia. Apple is a gatekeeper

From Foo Yun Chee's "Apple loses challenges against EU rules to curb Big Tech" posted Wednesday by Reuters.

Read More EU Court: Yes, Virginia. Apple is a gatekeeper

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Josh Brown drinks the Apple Kool-Aid (video)apple josh brown KoolAid4 weeks ago
Published July 8, 2026 by Philip Elmer-DeWitt

Josh Brown drinks the Apple Kool-Aid (video)

"These are the charts that I personally live for."

Read More Josh Brown drinks the Apple Kool-Aid (video)

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The days of the $99 smartphone are numberedapple lowcost smartphones dead4 weeks ago
Published July 8, 2026 by Philip Elmer-DeWitt

The days of the $99 smartphone are numbered

"In 1Q26, memory costs already accounted for nearly 60% of the total BOM cost in smartphones priced below $400, and even exceeded 64% in products priced below $99."

Read More The days of the $99 smartphone are numbered

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Premarket: Apple is redapple premarket red 7-22-264 weeks ago
Published July 8, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Markets Dive After Trump Says Iran Cease-Fire Is Over" posted early Wednesday.

Read More Premarket: Apple is red

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Mark Gurman: What Apple needs from Broadcom and vice versaapple broadcom gurman business4 weeks ago
Published July 7, 2026 by Philip Elmer-DeWitt

Mark Gurman: What Apple needs from Broadcom and vice versa

"It's all about AI." 

Read More Mark Gurman: What Apple needs from Broadcom and vice versa

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How Apple hedges foreign exchange fluctuationsapple fx fluctuations gemini1 month ago
Published July 7, 2026 by Philip Elmer-DeWitt

How Apple hedges foreign exchange fluctuations

"Apple’s corporate treasury utilizes a highly sophisticated, multi-billion-dollar derivative playbook to neutralize foreign exchange (FX) volatility."

Read More How Apple hedges foreign exchange fluctuations

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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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