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Oppenheimer: Is the Meta Ray-Ban Display a threat to Apple?apple meta rayban oppenheimer7 months ago
Published September 18, 2025 by Philip Elmer-DeWitt

Oppenheimer: Is the Meta Ray-Ban Display a threat to Apple?

"Upon closer inspection of Ray-Ban Display's specification and discussion with MR supply chain contacts, our answer to both questions is no." — Analyst Martin Yang

Read More Oppenheimer: Is the Meta Ray-Ban Display a threat to Apple?

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Apple's Dan Riccio made the front page of my local paperapple dan riccio umass7 months ago
Published September 18, 2025 by Philip Elmer-DeWitt

Apple's Dan Riccio made the front page of my local paper

“This is the largest gift in UMass Amherst history." — Marty Meehan, president of the Universtity of Massachusetts system

Read More Apple's Dan Riccio made the front page of my local paper

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Apple tells suppliers to expect iPhone sales to increase 10% next year — reportapple iphone18 sales bump7 months ago
Published September 18, 2025 by Philip Elmer-DeWitt

Apple tells suppliers to expect iPhone sales to increase 10% next year — report

The company has apparently targeted sales of about 95 million iPhone 18 models in 2026.

Read More Apple tells suppliers to expect iPhone sales to increase 10% next year — report

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Premarket: Apple is greenapple premarket green 4-6-267 months ago
Published September 18, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "S&P 500, Nasdaq futures hit record high after Fed points to further rate cuts" posted early Thursday.

Read More Premarket: Apple is green

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Why is Apple's Tim Cook eating quail eggs with King Charles III and Donald Trump?apple cook charles trump7 months ago
Published September 17, 2025 by Philip Elmer-DeWitt

Why is Apple's Tim Cook eating quail eggs with King Charles III and Donald Trump?

From "Apple and Citi CEOs Join Trump and King Charles at State Dinner" posted Wednesday by Bloomberg.

Read More Why is Apple's Tim Cook eating quail eggs with King Charles III and Donald Trump?

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J.P. Morgan: Lead times are expanding rapidly for Apple's iPhone 17 familyapple jpmorgan iPhone17 leadtimes7 months ago
Published September 17, 2025 by Philip Elmer-DeWitt

J.P. Morgan: Lead times are expanding rapidly for Apple's iPhone 17 family

"A notable driver behind the lengthening of lead times appears to be the maintained price points from the previous generation." — Analyst Samik Chatterjee

Read More J.P. Morgan: Lead times are expanding rapidly for Apple's iPhone 17 family

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The WSJ's Tim Higgins tells his 'iWar' on Apple story in seven minutesapple higgins iwar video7 months ago
Published September 17, 2025 by Philip Elmer-DeWitt

The WSJ's Tim Higgins tells his 'iWar' on Apple story in seven minutes

"Whether it's Spotify, Facebook, Epic Games... these new lords kind of rebel. They have Boston Tea Party. They try to bring down Apple's role as the gateway to the digital world."

Read More The WSJ's Tim Higgins tells his 'iWar' on Apple story in seven minutes

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Premarket: Apple was red, turned greenapple premarket green 3-5-267 months ago
Published September 17, 2025 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Yahoo!Finance's "Dow, S&P 500, Nasdaq futures stall as Wall Street braces for Fed decision" posted early Wednesday.

Read More Premarket: Apple was red, turned green

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Is this the reason Apple released the iPhone Air?apple iphone air fold7 months ago
Published September 16, 2025 by Philip Elmer-DeWitt

Is this the reason Apple released the iPhone Air?

From Steve Moser's "The Air Apparent Reasons the iPhone Air is a dress rehearsal for the iPhone Fold" posted Monday on X.

Read More Is this the reason Apple released the iPhone Air?

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Not one Apple shareholder asked Tim Cook to spend Trump's $600B on buybacksapple cramer cook buybacks7 months ago
Published September 16, 2025 by Philip Elmer-DeWitt

Not one Apple shareholder asked Tim Cook to spend Trump's $600B on buybacks

"I think most of our shareholders believe that we're in the best position to make these kinds of decisions." 

Read More Not one Apple shareholder asked Tim Cook to spend Trump's $600B on buybacks

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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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