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Why D.A. Davidson's Tom Forte is neutral on Apple (video)apple forte davidson neutral2 years ago
Published September 12, 2023 by Philip Elmer-DeWitt

Why D.A. Davidson's Tom Forte is neutral on Apple (video)

From "iPhone 15 isn't going to reignite Apple's stock, says D.A. Davidson's Tom Forte" which aired Monday on CNBC.

Read More Why D.A. Davidson's Tom Forte is neutral on Apple (video)

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Septembers have not been kind to Apple (video)apple september video yahoo2 years ago
Published September 11, 2023 by Philip Elmer-DeWitt

Septembers have not been kind to Apple (video)

From "Could Apple stock drop after iPhone launch event?" which aired Monday on Yahoo!Finance TV.

Read More Septembers have not been kind to Apple (video)

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Google, Apple, Antitrustapple google search antitrust2 years ago
Published September 11, 2023 by Philip Elmer-DeWitt

Google, Apple, Antitrust

"Google has paid Apple billions of dollars to be the default search engine on its Safari web browser."

Read More Google, Apple, Antitrust

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The Information: Apple's Made-in-USA chips will still go to Taiwan for packagingapple arizona taiwan paperweight2 years ago
Published September 11, 2023 by Philip Elmer-DeWitt

The Information: Apple's Made-in-USA chips will still go to Taiwan for packaging

"The TSMC Arizona fab is effectively a paperweight in any geopolitical tension or war." — SemiAnalysis' Dylan Patel.

Read More The Information: Apple's Made-in-USA chips will still go to Taiwan for packaging

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Barron's is prepared to be unwowed by Apple's Wonderlustapple barrons unwowed wonderlust2 years ago
Published September 11, 2023 by Philip Elmer-DeWitt

Barron's is prepared to be unwowed by Apple's Wonderlust

From Brian Swint's "Apple’s iPhone 15 Launch Is a Key Moment for Markets. What’s at Stake." posted Monday.

Read More Barron's is prepared to be unwowed by Apple's Wonderlust

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KeyBanc: Expect below average growth from Apple this quarterapple keybanc nispel 2002 years ago
Published September 11, 2023 by Philip Elmer-DeWitt

KeyBanc: Expect below average growth from Apple this quarter

"We maintain demand is softening in the U.S. with a challenged upgrade cycle." — Analyst Brandon Nispel

Read More KeyBanc: Expect below average growth from Apple this quarter

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Market technician: Apple has hit three levels of supportapple technician retracement 1522 years ago
Published September 11, 2023 by Philip Elmer-DeWitt

Market technician: Apple has hit three levels of support

“The stock also now is near its 2023 breakout zone and close to the 38.2% retracement level of the entire 2023 rally"  —  CappThesis' Frank Cappelleri

Read More Market technician: Apple has hit three levels of support

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Premarket: Apple is greenapple premarket green 8-28-252 years ago
Published September 11, 2023 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "U.S. Stock Futures Rise as Investors Look Ahead to CPI, More Economic Data" posted early Monday.

Read More Premarket: Apple is green

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Evercore sees modest risk for Apple in China, sticks with $210 targetapple evercore Q42024 daryanani2 years ago
Published September 10, 2023 by Philip Elmer-DeWitt

Evercore sees modest risk for Apple in China, sticks with $210 target

"We think it is possible Huawei will regain some share, but a complete reversion to 2019 is unlikely for THREE reasons." — Analyst Amit Daryanani

Read More Evercore sees modest risk for Apple in China, sticks with $210 target

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Mark Gurman: A brief history of pre-iPhone Apple FUDapple pre-iphone fud gurman2 years ago
Published September 10, 2023 by Philip Elmer-DeWitt

Mark Gurman: A brief history of pre-iPhone Apple FUD

"After the dust settles, Apple’s holiday season results should give us a pretty clear idea whether this was a blip or a bigger problem."

Read More Mark Gurman: A brief history of pre-iPhone Apple FUD

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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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Apple 2.0 Archives

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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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