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Ternus as Apple CEO: What the talking heads are sayingapple ternus talking heads2 months ago
Published April 22, 2026 by Philip Elmer-DeWitt

Ternus as Apple CEO: What the talking heads are saying

Video hits that caught my eye. More as they come in.

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Barron's is bullish on Ternusapple barrons ternus bullish2 months ago
Published April 22, 2026 by Philip Elmer-DeWitt

Barron's is bullish on Ternus

"That Jobsian dedication to detail is back atop Apple."

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In theory, Apple's market share should grow with the rise in memory costsapple alchain allen theorem2 months ago
Published April 22, 2026 by Philip Elmer-DeWitt

In theory, Apple's market share should grow with the rise in memory costs

In conclusion, I'm upgrading Apple to a strong buy, as I see the shortage in memory could catalyze the growth of the product segment. 

Read More In theory, Apple's market share should grow with the rise in memory costs

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WSJ: Tim Cook turned Steve Jobs' Apple into an empireapple wsj cook empire2 months ago
Published April 22, 2026 by Philip Elmer-DeWitt

WSJ: Tim Cook turned Steve Jobs' Apple into an empire

"No product this century has been more revolutionary than Apple’s iPhone, which under Cook has grown so powerful and ubiquitous that it has become a new lobe of the human brain."

Read More WSJ: Tim Cook turned Steve Jobs' Apple into an empire

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J.P. Morgan: Apple will beat its own bullish guidance next weekapple jpmorgan wwdc walkup2 months ago
Published April 22, 2026 by Philip Elmer-DeWitt

J.P. Morgan: Apple will beat its own bullish guidance next week

"Our expectations for March-Q (F2Q) earnings include beats on revenue relative to the telegraphed outlook, helped by both better demand for iPhones... as well as better demand for Macs." — Analyst Samik Chatterjee

Read More J.P. Morgan: Apple will beat its own bullish guidance next week

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Premarket: Apple is greenapple premarket green 6-11-262 months ago
Published April 22, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Markets Rebound After Trump Extends Iran Cease-Fire. Stock Futures Pop." posted early Wednesday.

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Trump on Tim Appleapple cook trump transition2 months ago
Published April 21, 2026 by Philip Elmer-DeWitt

Trump on Tim Apple

"I was very impressed with myself to have the head of Apple calling to 'kiss my ass.'”

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Horace Dediu imagines Apple after John Ternusapple turnus dediu shoes2 months ago
Published April 21, 2026 by Philip Elmer-DeWitt

Horace Dediu imagines Apple after John Ternus

"Apple incoming CEO faces a defining challenge: Fixing the company’s Services dependence."

Read More Horace Dediu imagines Apple after John Ternus

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Ben Thompson: Thoughts on Tim Cook's tenure as Apple CEOapple thompson cook tenure2 months ago
Published April 21, 2026 by Philip Elmer-DeWitt

Ben Thompson: Thoughts on Tim Cook's tenure as Apple CEO

"Timing played a major role in making Cook arguably the greatest non-founder CEO of all time."

Read More Ben Thompson: Thoughts on Tim Cook's tenure as Apple CEO

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Ming-Chi Kuo is bullish on Apple's new bossapple ternus ming-chi kuo2 months ago
Published April 21, 2026 by Philip Elmer-DeWitt

Ming-Chi Kuo is bullish on Apple's new boss

"Moving the Mac to Apple Silicon was a system- and platform-level transition, essentially a brain transplant. Within Apple, no one has more experience managing a shift at this scale than John Ternus."

Read More Ming-Chi Kuo is bullish on Apple's new boss

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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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