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Don't hold your breath for the U.S.-made iPhoneapple usmade iphone fantasy1 year ago
Published April 8, 2025 by Philip Elmer-DeWitt

Don't hold your breath for the U.S.-made iPhone

"Apple has what is among the most complex supply chains that has ever been designed in human history, and it is not going to be able to completely change that supply chain anytime soon."

Read More Don't hold your breath for the U.S.-made iPhone

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Karoline Leavitt's fantasy Apple iPhone factoryapple iphone assembly trump1 year ago
Published April 8, 2025 by Philip Elmer-DeWitt

Karoline Leavitt's fantasy Apple iPhone factory

"He believes we have the labor, we have the workforce, we have the resources to do it."

Read More Karoline Leavitt's fantasy Apple iPhone factory

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Morgan Stanley cuts its Apple target $32 to $220apple morgan stanley 2201 year ago
Published April 8, 2025 by Philip Elmer-DeWitt

Morgan Stanley cuts its Apple target $32 to $220

"Our new bull case assumptions are effectively our prior base case assumptions." — Analyst Erik Woodring

Read More Morgan Stanley cuts its Apple target $32 to $220

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Comedian Jon Stewart discovers Daniel Ivesapple daniel ives jon stewart1 year ago
Published April 8, 2025 by Philip Elmer-DeWitt

Comedian Jon Stewart discovers Daniel Ives

"Who wears a Hawaiian shirt to an Armageddon?"

Read More Comedian Jon Stewart discovers Daniel Ives

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Apple was wearing a death cross Mondayapple death cross marketwatch1 year ago
Published April 8, 2025 by Philip Elmer-DeWitt

Apple was wearing a death cross Monday

"This 'death cross' pattern is viewed by many as marking the moment when a shorter-term decline becomes a longer-term downtrend." 

Read More Apple was wearing a death cross Monday

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KeyBanc cuts Apple target $30 to $170apple keybanc nispel frog1 year ago
Published April 8, 2025 by Philip Elmer-DeWitt

KeyBanc cuts Apple target $30 to $170

"While we don't quantify tariff impact, we believe there is uncertainty." — Analyst Brandon Nispel

Read More KeyBanc cuts Apple target $30 to $170

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Apple airlifts iPhones out of India to beat the tariffsapple airlift iphone india1 year ago
Published April 8, 2025 by Philip Elmer-DeWitt

Apple airlifts iPhones out of India to beat the tariffs

"The reserves shipped at lower duty rates will insulate Apple’s U.S. operations for several months."

Read More Apple airlifts iPhones out of India to beat the tariffs

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'Millions of human beings screwing in little screws to make iPhones'apple iphone howard lutnick1 year ago
Published April 8, 2025 by Philip Elmer-DeWitt

'Millions of human beings screwing in little screws to make iPhones'

The Administration's plan is to replace an army of Asian screw turners with automated factories that American high-school graduates will service.

Read More 'Millions of human beings screwing in little screws to make iPhones'

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Premarket: Apple is greenapple premarket green 4-8-261 year ago
Published April 8, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Surge Higher as Markets Recover. Brace for Volatility as Tariff Uncertainty Remains" posted early Tuesday.

Read More Premarket: Apple is green

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Why Indian iPhones will cost less than Chineseapple iphone ubs tariff1 year ago
Published April 8, 2025 by Philip Elmer-DeWitt

Why Indian iPhones will cost less than Chinese

In a downside scenario, where the recently announced tariffs remain in force for an extended period of time, we believe further negative EPS revisions could drive tech another leg down.

Read More Why Indian iPhones will cost less than Chinese

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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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