Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
Tariff reprieve: What the Apple analysts are sayingapple tariff reprieve analysts12 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

Tariff reprieve: What the Apple analysts are saying

Excerpts from the notes I've seen. More as they come in.

Read More Tariff reprieve: What the Apple analysts are saying

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

12 Comments

What role did Apple play in negotiating a tech tariff reprieve?apple tariff reprieve cook12 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

What role did Apple play in negotiating a tech tariff reprieve?

"Tim Cook, Apple’s chief executive, has been at the forefront of the industry’s courtship of Mr. Trump." 

Read More What role did Apple play in negotiating a tech tariff reprieve?

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

6 Comments

Report: Apple got tariff carve outs for Macs and iPhonesapple tariff carve outs12 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

Report: Apple got tariff carve outs for Macs and iPhones

"This is a major development."

Read More Report: Apple got tariff carve outs for Macs and iPhones

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

68 Comments

What Prof G learned on Tuesday while selling naked Apple callsapple galloway insider trading12 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

What Prof G learned on Tuesday while selling naked Apple calls

"Yesterday, April 9, will go down as the day where more insider trading took place than any day in history." — Scott Galloway

Read More What Prof G learned on Tuesday while selling naked Apple calls

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

14 Comments

Saturday Apple video: Everyone but Jon Hamm (2022)satiurday apple video hamm12 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

Saturday Apple video: Everyone but Jon Hamm (2022)

"Seriously, I could have been Lasso."

Read More Saturday Apple video: Everyone but Jon Hamm (2022)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

2 Comments

Jon Hamm's Apple TV+ show scores 80% on Rotten Tomatoesapple tv jon hamm1 year ago
Published April 11, 2025 by Philip Elmer-DeWitt

Jon Hamm's Apple TV+ show scores 80% on Rotten Tomatoes

From "Your Friends & Neighbors — Official Trailer | Apple TV+" posted last month.

Read More Jon Hamm's Apple TV+ show scores 80% on Rotten Tomatoes

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

4 Comments

Daniel Ives: 'China holds a lot of cards in this game of poker'apple china tariff poker1 year ago
Published April 11, 2025 by Philip Elmer-DeWitt

Daniel Ives: 'China holds a lot of cards in this game of poker'

"No US tech company is more negatively impacted by these tariffs than Apple."

Read More Daniel Ives: 'China holds a lot of cards in this game of poker'

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

24 Comments

NYT: Apple is doomedapple doomed mickle NYT1 year ago
Published April 11, 2025 by Philip Elmer-DeWitt

NYT: Apple is doomed

Even before the threat of President Trump’s tariffs, there were questions about the company’s inability to make good on new ideas.

Read More NYT: Apple is doomed

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

33 Comments

Can Tim Apple dig the U.S. out of Trump's China tariff quagmire?tim apple save trump1 year ago
Published April 11, 2025 by Philip Elmer-DeWitt

Can Tim Apple dig the U.S. out of Trump's China tariff quagmire?

"Now Apple bulls are hopeful Cook will find a way to wriggle out again."

Read More Can Tim Apple dig the U.S. out of Trump's China tariff quagmire?

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

5 Comments

Mark Gurman: Where in the U.S. could Apple build an iPhone city?apple boston iphone city1 year ago
Published April 11, 2025 by Philip Elmer-DeWitt

Mark Gurman: Where in the U.S. could Apple build an iPhone city?

"Boston is over 500,000 people. The whole city would need to stop everything and start assembling iPhones."

Read More Mark Gurman: Where in the U.S. could Apple build an iPhone city?

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

6 Comments

Posts pagination

Previous 1 … 150 151 152 … 818 Next
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

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

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
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt