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Morgan Stanley expects Trump's tariffs to drive iPhone prices up 15% - 20%apple plummets erik woodring1 year ago
Published April 3, 2025 by Philip Elmer-DeWitt

Morgan Stanley expects Trump's tariffs to drive iPhone prices up 15% - 20%

"Effectively 100% of Apple's products sold in the US will be tariffed at a pretty exorbitant rate right now. That was not my base case. I'm not sure that was my bear case either." — Analyst Erik Woodring

Read More Morgan Stanley expects Trump's tariffs to drive iPhone prices up 15% - 20%

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Evercore's Amit Daryanani recommends Apple despite tanking shares (video)apple tariff daryanani outperform1 year ago
Published April 3, 2025 by Philip Elmer-DeWitt

Evercore's Amit Daryanani recommends Apple despite tanking shares (video)

"Relative to a lot of other tech stocks that are out there, we think this remains a very attractive asset to own."

Read More Evercore's Amit Daryanani recommends Apple despite tanking shares (video)

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Apple and Google's gangster 'scare screens' work 50-60% of the timeapple sweeney gangster scare screens1 year ago
Published April 3, 2025 by Philip Elmer-DeWitt

Apple and Google's gangster 'scare screens' work 50-60% of the time

"The sad truth is that Apple and Google are no longer good-faith, law-abiding companies." — Epic's Tim Sweeney

Read More Apple and Google's gangster 'scare screens' work 50-60% of the time

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Premarket: Apple is redapple premarket red 8-21-251 year ago
Published April 3, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Tumble as Trump Tariffs Terrorize Markets" posted early Thursday.

Read More Premarket: Apple is red

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Trump tariffs tank Appleapple trump tariff tank1 year ago
Published April 3, 2025 by Philip Elmer-DeWitt

Trump tariffs tank Apple

A long list of levies unveiled by the White House are poised to hit the company especially hard, triggering an after-hours stock rout on Wednesday.

Read More Trump tariffs tank Apple

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Daniel Ives: This is a 'brand tornado crisis moment' for Elon Musk's Teslaapple tariff tornado wedbush1 year ago
Published April 2, 2025 by Philip Elmer-DeWitt

Daniel Ives: This is a 'brand tornado crisis moment' for Elon Musk's Tesla

"The Street and us knew a bad 1Q was coming but this was even worse than expected."

Read More Daniel Ives: This is a 'brand tornado crisis moment' for Elon Musk's Tesla

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How the '#Apple too' union-busting cases got suspended indefinitelyapple antiunion case suspeded1 year ago
Published April 2, 2025 by Philip Elmer-DeWitt

How the '#Apple too' union-busting cases got suspended indefinitely

The NLRB deep-sixed two labor complaints after an attorney who had represented Apple was picked to lead the agency.

Read More How the '#Apple too' union-busting cases got suspended indefinitely

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Premarket: Apple is redapple premarket red 8-21-251 year ago
Published April 2, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Fall as the World Awaits Trump's Tariffs Plan" posted early Wednesday.

Read More Premarket: Apple is red

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Why is everybody so hot to tango with the Apple card?apple card tango network1 year ago
Published April 2, 2025 by Philip Elmer-DeWitt

Why is everybody so hot to tango with the Apple card?

Visa, Amex and Mastercard are battling to become the "plumbing" for Apple fintech operations.

Read More Why is everybody so hot to tango with the Apple card?

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The price of an Apple 3.0 subscription has changedapple ped subscription 2231 year ago
Published April 1, 2025 by Philip Elmer-DeWitt

The price of an Apple 3.0 subscription has changed

Shares closed today, April 1, 2025, at $223.19.

Read More The price of an Apple 3.0 subscription has changed

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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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