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Tommo_UK: The age of American exceptionalism is overapple tommo american exceptionalism2 years ago
Published April 4, 2025 by Philip Elmer-DeWitt

Tommo_UK: The age of American exceptionalism is over

"Henceforth I will unlikely ever be an investor in the U.S. again unless there is blood in the streets from a civil war and the gutting of the country’s current political and business elite."

Read More Tommo_UK: The age of American exceptionalism is over

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Wedbush's Daniel Ives: 'Economic armageddon' ahead if Trump tariffs stickapple wedbush armageddon ives2 years ago
Published April 4, 2025 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: 'Economic armageddon' ahead if Trump tariffs stick

"If you want a $3,500 iPhone, we should make it in the U.S. If you want it for $1,000 you keep it in China."

Read More Wedbush's Daniel Ives: 'Economic armageddon' ahead if Trump tariffs stick

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Maxim's Tom Forte sticks with his $215 Apple target (video)apple maxim forte 2152 years ago
Published April 4, 2025 by Philip Elmer-DeWitt

Maxim's Tom Forte sticks with his $215 Apple target (video)

"It does have pricing power so it may not be able to completely mitigate the impact of tariffs but it can raise prices."

Read More Maxim's Tom Forte sticks with his $215 Apple target (video)

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BofA cuts Apple target $15 to $250, reiterates Buy ratingapple china renaissance cut 2802 years ago
Published April 4, 2025 by Philip Elmer-DeWitt

BofA cuts Apple target $15 to $250, reiterates Buy rating

"We note that AAPL stock has typically outperformed the next 9-12 months after its forward P/E multiple hits 25." — Analyst Wamsi Mohan.

Read More BofA cuts Apple target $15 to $250, reiterates Buy rating

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Premarket: Apple is redapple premarket red 8-21-252 years ago
Published April 4, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Dive After Brutal Wall Street Selloff Wipes Out $3.1 Trillion" posted early Friday.

Read More Premarket: Apple is red

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Morgan Stanley expects Trump's tariffs to drive iPhone prices up 15% - 20%apple plummets erik woodring2 years 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 outperform2 years 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 screens2 years 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 8-21-252 years 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 tank2 years ago
Published April 2, 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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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.]

Apple 3.0 Archives

Apple 2.0 Archives

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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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