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BofA's Wamsi Mohan: Apple's gross margins are headed to 50%apple bofa mohan margin11 months ago
Published September 22, 2025 by Philip Elmer-DeWitt

BofA's Wamsi Mohan: Apple's gross margins are headed to 50%

"This is just an amazing company which has built this platform that is extremely robust." 

Read More BofA's Wamsi Mohan: Apple's gross margins are headed to 50%

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Apple's lowest-cost iPhone 17's worldwide lead times jump 12 days in a weekapple iphone lead jpmorgan11 months ago
Published September 22, 2025 by Philip Elmer-DeWitt

Apple's lowest-cost iPhone 17's worldwide lead times jump 12 days in a week

"Strength in Base iPhone 17 surpris[ed] again to the upside." — Analyst Samik Chatterjee   

Read More Apple's lowest-cost iPhone 17's worldwide lead times jump 12 days in a week

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CNBC discovers Apple siliconapple cnbc silicon stack11 months ago
Published September 22, 2025 by Philip Elmer-DeWitt

CNBC discovers Apple silicon

"They want the iPhone to be the best place for developers to run AI." — Creative Strategies Ben Bajarin

Read More CNBC discovers Apple silicon

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Why wrong-way Maxim is sticking with its Hold rating on Apple and a $201 targetapple maxim forte 20111 months ago
Published September 22, 2025 by Philip Elmer-DeWitt

Why wrong-way Maxim is sticking with its Hold rating on Apple and a $201 target

"It's hard to envision Apple being slow to artificial intelligence will one-day lead to Apple being the best at artifical intelligence."

Read More Why wrong-way Maxim is sticking with its Hold rating on Apple and a $201 target

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Premarket: Apple is greenapple premarket green 8-13-2611 months ago
Published September 22, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Farron's' "Stock Futures Drop as Markets Focus on Fed Speakers to Bolster Rate-Cut Hopes" posted early Monday.

Read More Premarket: Apple is green

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Mark Gurman: Sitting out the AI race may have been Apple's smartest moveapple gurman iphone17 ai11 months ago
Published September 21, 2025 by Philip Elmer-DeWitt

Mark Gurman: Sitting out the AI race may have been Apple's smartest move

"Foundation models are becoming commoditized, and Apple is better off letting AI mature into table-stakes technology before rejoining the fray — something that almost assuredly needs to happen for next year’s updates."

Read More Mark Gurman: Sitting out the AI race may have been Apple's smartest move

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Wedbush raises its Apple target $40 to $310apple loop raise 32511 months ago
Published September 21, 2025 by Philip Elmer-DeWitt

Wedbush raises its Apple target $40 to $310

The Street is clearly underestimating this iPhone cycle in our view and its a Ryder Cup Bethpage moment for Cook and Cupertino after a few years of disappointing growth years. — Analyst Daniel Ives

Read More Wedbush raises its Apple target $40 to $310

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This week's Apple trading strategies (9/22-9/26/25)apple trading strategies 9-22-2511 months ago
Published September 21, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (9/22-9/26/25)

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

Read More This week's Apple trading strategies (9/22-9/26/25)

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The Information: Apple asked Luxshare to hike daily iPhone 17 production by 40%apple luxshare iphone1711 months ago
Published September 20, 2025 by Philip Elmer-DeWitt

The Information: Apple asked Luxshare to hike daily iPhone 17 production by 40%

"The company also told a supplier of non-electrical parts for that model to increase its daily output by roughly 30%, according to an employee at that firm."

Read More The Information: Apple asked Luxshare to hike daily iPhone 17 production by 40%

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Om Malik: In awe of Apple Siliconapple silicon moat om11 months ago
Published September 20, 2025 by Philip Elmer-DeWitt

Om Malik: In awe of Apple Silicon

"Mad science and crazy cutting-edge engineering are Apple’s actual moat."

Read More Om Malik: In awe of Apple Silicon

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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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