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Apple: BofA expects a beat on Thursday, a big 2025 and a bigger 2026apple bofa beat q3120242 years ago
Published July 29, 2024 by Philip Elmer-DeWitt

Apple: BofA expects a beat on Thursday, a big 2025 and a bigger 2026

"June quarter results are less relevant to the longer-term opportunity." — Analyst Wamsi Mohan

Read More Apple: BofA expects a beat on Thursday, a big 2025 and a bigger 2026

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Daniel Ives: Apple will be the 'main event' this busy tech earnings weekapple main event ives2 years ago
Published July 29, 2024 by Philip Elmer-DeWitt

Daniel Ives: Apple will be the 'main event' this busy tech earnings week

From "Ives: Recent tech sell-off is a bump in the road, not the end" which aired Monday on CNBC.

Read More Daniel Ives: Apple will be the 'main event' this busy tech earnings week

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This is the face of a lying short (videos)apple andrew left short2 years ago
Published July 29, 2024 by Philip Elmer-DeWitt

This is the face of a lying short (videos)

Here's Citron's Andrew Left on CNBC shorting Nvidia, Tesla, Square and GameStock.

Read More This is the face of a lying short (videos)

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Did this Washington Post columnist call Apple TV+ a 'stinker'?apple tv stinker ovide2 years ago
Published July 29, 2024 by Philip Elmer-DeWitt

Did this Washington Post columnist call Apple TV+ a 'stinker'?

"It’s comforting, in a way, that America’s powerful Big Tech companies can flail around for years with products that are unpopular or unprofitable — and sometimes both."

Read More Did this Washington Post columnist call Apple TV+ a 'stinker'?

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TD Cowen raises Apple target $30 to $250apple evercore $275 poker2 years ago
Published July 29, 2024 by Philip Elmer-DeWitt

TD Cowen raises Apple target $30 to $250

"Potential key drivers of iPhone demand in C2H include emerging markets (EM) and upgrades to support early Gen AI features." — Analyst Krish Sankar

Read More TD Cowen raises Apple target $30 to $250

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Mark Gurman: iPhone 16 will arrive without its whizbang intelligenceapple gurman ai delay2 years ago
Published July 28, 2024 by Philip Elmer-DeWitt

Mark Gurman: iPhone 16 will arrive without its whizbang intelligence

The new timing means the AI capabilities won’t be widely launched until a subsequent update to the new operating system.

Read More Mark Gurman: iPhone 16 will arrive without its whizbang intelligence

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Foreign Policy has a take on Apple vs. EUapple vestager foreign policy2 years ago
Published July 28, 2024 by Philip Elmer-DeWitt

Foreign Policy has a take on Apple vs. EU

"Vestager’s statement is ridiculous on its face." 

Read More Foreign Policy has a take on Apple vs. EU

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Apple TV+ preparing to insert 'adverts' in the UKapple TV UK adverts2 years ago
Published July 28, 2024 by Philip Elmer-DeWitt

Apple TV+ preparing to insert 'adverts' in the UK

"It is the latest indication that Apple, which is the only major streaming service yet to introduce adverts, is planning to follow suit."

Read More Apple TV+ preparing to insert 'adverts' in the UK

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This week's Apple trading strategies (7/29-8/2/24)apple trading strategies 7-29-242 years ago
Published July 28, 2024 by Philip Elmer-DeWitt

This week's Apple trading strategies (7/29-8/2/24)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (7/29-8/2/24)

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Why Kamala Harris is courting the crypto broskamala harris crypto bros2 years ago
Published July 27, 2024 by Philip Elmer-DeWitt

Why Kamala Harris is courting the crypto bros

"The underlying message Harris wants to strike is that the Democrats are 'pro-business, responsible business,'" said one person close to her campaign.

Read More Why Kamala Harris is courting the crypto bros

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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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