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U.S.-made iPhones: China's not-so-funny take (video)apple china american reindustrialization3 months ago
Published April 9, 2025 by Philip Elmer-DeWitt

U.S.-made iPhones: China's not-so-funny take (video)

"Millions and millions of human beings screwing in little little screws." — Commerce Secretary Howard Lutnick's take on China

Read More U.S.-made iPhones: China's not-so-funny take (video)

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BofA: When Apple's P/E drops below 25 it's a good time to buybofa apple buy 2353 months ago
Published April 9, 2025 by Philip Elmer-DeWitt

BofA: When Apple's P/E drops below 25 it's a good time to buy

"In our view, the pullback presents a particularly enhanced buying opportunity for investors to own a high-quality name." — Analyst Wamsi Mohan

Read More BofA: When Apple's P/E drops below 25 it's a good time to buy

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Bloomberg: Apple bulls balkingapple bulls balking3 months ago
Published April 9, 2025 by Philip Elmer-DeWitt

Bloomberg: Apple bulls balking

“The way Apple goes will influence the whole market." — Ameriprise Financial Services's Anthony Saglimbene

Read More Bloomberg: Apple bulls balking

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Premarket: Apple was green, red, green againapple premarket mcintosh 6-26-253 months ago
Published April 9, 2025 by Philip Elmer-DeWitt

Premarket: Apple was green, red, green again

From Barron's' "Dow Futures Falling as Treasury Yields Surge" posted early Wednesday.

Read More Premarket: Apple was green, red, green again

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Apple's supply chains wrap around the worldapple symbol globalization3 months ago
Published April 9, 2025 by Philip Elmer-DeWitt

Apple's supply chains wrap around the world

"The iPhone is in many ways the ultimate symbol of the age of globalized supply chains."

Read More Apple's supply chains wrap around the world

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It's an iPhone buying frenzy, says Bloombergapple iphone tariff frenzy3 months ago
Published April 8, 2025 by Philip Elmer-DeWitt

It's an iPhone buying frenzy, says Bloomberg

One employee said their store was slammed with people panic-buying phones.

Read More It's an iPhone buying frenzy, says Bloomberg

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Don't hold your breath for the U.S.-made iPhoneapple usmade iphone fantasy3 months 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 trump3 months 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 2203 months 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 stewart3 months 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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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 ($)
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