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Counterpoint: Apple's iPhone ruled the Dec. 2025 quarterapple iphone counterpoint december1 week ago
Published April 9, 2026 by Philip Elmer-DeWitt

Counterpoint: Apple's iPhone ruled the Dec. 2025 quarter

The Redmi A5 is an entry level model priced between $90-150.

Read More Counterpoint: Apple's iPhone ruled the Dec. 2025 quarter

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Premarket: Apple is redapple premarket red 4-13-261 week ago
Published April 9, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures dip after Dow posts best day since April 2025 following ceasefire deal" posted early Thursday.

Read More Premarket: Apple is red

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Apple's Neo opens the door to a $32 billion marketapple morgan stanley neo2 weeks ago
Published April 8, 2026 by Philip Elmer-DeWitt

Apple's Neo opens the door to a $32 billion market

"Apple’s launch of the MacBook Neo earlier this month marks the company’s first real push to lower-end PC consumers where their share today in the space is <1% for notebooks." — Analyst Wamsi Mohan

Read More Apple's Neo opens the door to a $32 billion market

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Apple after 50apple asymco dediu fortune5002 weeks ago
Published April 8, 2026 by Philip Elmer-DeWitt

Apple after 50

"Unlike people, large companies that make it past age 50 tend to stay alive."— Horace Dediu

Read More Apple after 50

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Apple joins Project Glasswing's bug huntapple anthropic glasswing mythos2 weeks ago
Published April 8, 2026 by Philip Elmer-DeWitt

Apple joins Project Glasswing's bug hunt

"Mythos Preview has already found thousands of high-severity vulnerabilities, including some in every major operating system and web browser."

Read More Apple joins Project Glasswing's bug hunt

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Premarket: Apple is greenapple premarket green 4-17-262 weeks ago
Published April 8, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Dow Futures Surge 1,000 Points as Iran Cease-Fire Sparks Market Relief Rally. Oil Slumps." posted early Wednesday.

Read More Premarket: Apple is green

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Foldable iPhone rumor takes a bite out of Appleapple nikkei foldable delay2 weeks ago
Published April 7, 2026 by Philip Elmer-DeWitt

Foldable iPhone rumor takes a bite out of Apple

"Apple shares pared their losses after Bloomberg News reported on the plans." — Mark Gurman

Read More Foldable iPhone rumor takes a bite out of Apple

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Is this the iPhone fold?apple foldable iPhone leak2 weeks ago
Published April 7, 2026 by Philip Elmer-DeWitt

Is this the iPhone fold?

"Images of iPhone Fold, iPhone 18 Pro, and iPhone 18 Pro Max dummies have been released by a generally reliable leaker."

Read More Is this the iPhone fold?

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Why Needham's Laura Martin ignores Apple in her AI hyperscalers analysisapple needham hyperscalers martin2 weeks ago
Published April 7, 2026 by Philip Elmer-DeWitt

Why Needham's Laura Martin ignores Apple in her AI hyperscalers analysis

"Free cash flow builds the moat. Bundles build the city. Returns on invested capital build the drawbridge."

Read More Why Needham's Laura Martin ignores Apple in her AI hyperscalers analysis

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Evercore: Apple App Store growth slowed in March on gaming weaknessapple evercore gaming weakness2 weeks ago
Published April 7, 2026 by Philip Elmer-DeWitt

Evercore: Apple App Store growth slowed in March on gaming weakness

Productivity grew +75% (down modestly from +82% in February). Worth flagging, though, that ChatGPT-related revenues continue to account for nearly half of the Productivity category. — Analyst Amit Daryanani

Read More Evercore: Apple App Store growth slowed in March on gaming weakness

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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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