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Dan Niles: Apple is my biggest short (video)apple dan niles short2 years ago
Published September 8, 2023 by Philip Elmer-DeWitt

Dan Niles: Apple is my biggest short (video)

"The multiple has expanded 7% from two years ago, while the revenues are dead flat and the EPS is down."

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Josh Brown on Apple: 'A huge reaction' to what, really? (video)apple josh brown china ban2 years ago
Published September 8, 2023 by Philip Elmer-DeWitt

Josh Brown on Apple: 'A huge reaction' to what, really? (video)

From "Apple stock is under pressure: What you need to know" which aired Thursday on CNBC.

Read More Josh Brown on Apple: 'A huge reaction' to what, really? (video)

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J.P. Morgan trims Apple target $5 to $230loop Baruah apple 1702 years ago
Published September 8, 2023 by Philip Elmer-DeWitt

J.P. Morgan trims Apple target $5 to $230

"We do not expect the restriction imposed on ownership of iPhones by government employees to have a material impact on the volume outlook" — Analyst Samik…

Read More J.P. Morgan trims Apple target $5 to $230

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This is not a time to sell Apple, say Citi and J.P. Morganapple citi jpmorgan hold2 years ago
Published September 8, 2023 by Philip Elmer-DeWitt

This is not a time to sell Apple, say Citi and J.P. Morgan

From Adam Clark's "Apple Stock Halts Slide. What Analysts Say About Its Recovery Chances." posted early Friday by Barron's.

Read More This is not a time to sell Apple, say Citi and J.P. Morgan

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Jim Cramer: China Mobile refuted iPhone ban rumor (video)apple cramer china ban2 years ago
Published September 8, 2023 by Philip Elmer-DeWitt

Jim Cramer: China Mobile refuted iPhone ban rumor (video)

From "Stop Trading: To those who want to sell Apple, I say 'good luck', says Cramer" which aired early Thursday on CNBC.

Read More Jim Cramer: China Mobile refuted iPhone ban rumor (video)

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Daniel Ives: Apple's China kerfuffle 'more bark than bite'apple china ives overreacted2 years ago
Published September 8, 2023 by Philip Elmer-DeWitt

Daniel Ives: Apple's China kerfuffle 'more bark than bite'

"We view this more as a golden buying opportunity." From "Apple pullback in China will only mean 500,000 units at worst, says Wedbush's Dan Ives" which…

Read More Daniel Ives: Apple's China kerfuffle 'more bark than bite'

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Premarket: Apple was green, turned redapple premarket red 8-29-252 years ago
Published September 8, 2023 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From CNBC's "Stock futures slide on Friday as S&P 500 heads for losing week" posted early Friday.

Read More Premarket: Apple was green, turned red

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Chinese iPhone curbs: 'The market may have overreacted' says Citi analystapple china market overreacted2 years ago
Published September 7, 2023 by Philip Elmer-DeWitt

Chinese iPhone curbs: 'The market may have overreacted' says Citi analyst

From Julie Zhu and Kevin Yao's "China moves to widen state employee iPhone curbs" posted Thursday by Reuters.

Read More Chinese iPhone curbs: 'The market may have overreacted' says Citi analyst

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Apple hasn't yet 'expunged enough of the froth' says Carter Worth (video)apple carter worth expunge froth2 years ago
Published September 7, 2023 by Philip Elmer-DeWitt

Apple hasn't yet 'expunged enough of the froth' says Carter Worth (video)

From "Here's why Carter Worth is a 'seller' of Apple stock" which aired Thursday on CNBC.

Read More Apple hasn't yet 'expunged enough of the froth' says Carter Worth (video)

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China iPhone freakout: What the analysts and talking heads are saying (videos)apple china freakout talking heads2 years ago
Published September 7, 2023 by Philip Elmer-DeWitt

China iPhone freakout: What the analysts and talking heads are saying (videos)

Excerpts from the notes and links to the videos I've seen. More as they come in. "Don't underestimate the risk of China's influence over Apple, says…

Read More China iPhone freakout: What the analysts and talking heads are saying (videos)

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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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