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Why aren't Apple's devices made in America? (video)apple chips america plexo5 months ago
Published March 5, 2025 by Philip Elmer-DeWitt

Why aren't Apple's devices made in America? (video)

"It's really hard not to have some of these components in other locations that have been able to refine the process." — Plexo Capitol's Lo Toney

Read More Why aren't Apple's devices made in America? (video)

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Why BMO is still overweight Apple despite China trade war (video)apple bmo trade war5 months ago
Published March 5, 2025 by Philip Elmer-DeWitt

Why BMO is still overweight Apple despite China trade war (video)

"Quality," says chief investment strategist Brian Belsky. Also: "Liquidity, liquidity, liquidity." 

Read More Why BMO is still overweight Apple despite China trade war (video)

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Premarket: Apple is greenapple premarket green 7-21-255 months ago
Published March 5, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures jump on hope of possible Trump compromise on tariffs" posted early Wednesday.

Read More Premarket: Apple is green

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What — and where — is the 'Trump Put'?apple trump put5 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

What — and where — is the 'Trump Put'?

The thinking was that the US president’s penchant for using the stock market as a report card meant any policy that rattled investors would cause him to quickly ditch the plans.

Read More What — and where — is the 'Trump Put'?

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As promised: A new Apple iPad Airapple ipad air M35 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

As promised: A new Apple iPad Air

Apple continues to have exactly zero meaningful competition in the tablet market, and the iPad continues to improve.

Read More As promised: A new Apple iPad Air

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J.P. Morgan: Apple's App Store revenue fell 10% last monthapple app store feb255 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

J.P. Morgan: Apple's App Store revenue fell 10% last month

"February tracks below seasonal, however above seasonal January keeps F2Q25 on track." — Analyst Samik Chatterjee

Read More J.P. Morgan: Apple's App Store revenue fell 10% last month

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Daniel Ives: Trump tariff war is a tech buying opportunityapple tariff war trump5 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

Daniel Ives: Trump tariff war is a tech buying opportunity

"This is all a game of high stakes poker to get other countries to the negotiating table and will very likely not last for an elongated period of time."

Read More Daniel Ives: Trump tariff war is a tech buying opportunity

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Apple hit with double whammy Trump tariff (video)apple trump china double5 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

Apple hit with double whammy Trump tariff (video)

"I don't know what else Tim Cook can give." — CNBC's Steve Kovach

Read More Apple hit with double whammy Trump tariff (video)

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Premarket: Apple was green, turned redapple premarket red 7-8-255 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From CNBC' "Stock futures are flat following big sell-off as Trump’s tariffs spark retaliation" posted early Tuesday.

Read More Premarket: Apple was green, turned red

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Ben Bajarin on Apple's modem chip (video)apple c1 modem bajarin5 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Ben Bajarin on Apple's modem chip (video)

"Modems are hard."

Read More Ben Bajarin on Apple's modem chip (video)

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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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