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Craig Moffett's Apple rating has gone from Sell to Neutral with a $234 targetapple moffett 234 neutral4 months ago
Published December 21, 2025 by Philip Elmer-DeWitt

Craig Moffett's Apple rating has gone from Sell to Neutral with a $234 target

From "Apple faces risk from memory cost spike in 2026: MoffettNathanson's Moffett" which aired Friday on CNBC.

Read More Craig Moffett's Apple rating has gone from Sell to Neutral with a $234 target

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Counterpoint: Five global product markets Apple dominates by revenue shareapple revenue share counterpoint4 months ago
Published December 20, 2025 by Philip Elmer-DeWitt

Counterpoint: Five global product markets Apple dominates by revenue share

This was the first time the company’s total revenue crossed the $100-billion mark in a September quarter.

Read More Counterpoint: Five global product markets Apple dominates by revenue share

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Saturday Apple video: Steve Jobs' NeXT has birthing painsApple saturday video next4 months ago
Published December 20, 2025 by Philip Elmer-DeWitt

Saturday Apple video: Steve Jobs' NeXT has birthing pains

"I'd forgotten how much work it is to start a company."

Read More Saturday Apple video: Steve Jobs' NeXT has birthing pains

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How to build a powerful LLM machine by Thunderbolting four Apple Mac Studios togetherapple mac studio ai4 months ago
Published December 19, 2025 by Philip Elmer-DeWitt

How to build a powerful LLM machine by Thunderbolting four Apple Mac Studios together

"This isn’t the best performance in the world, but it is super cool."

Read More How to build a powerful LLM machine by Thunderbolting four Apple Mac Studios together

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Apple's $20.4 billion in September quarter buybacks take the prizeapple buybacks investors 20B4 months ago
Published December 19, 2025 by Philip Elmer-DeWitt

Apple's $20.4 billion in September quarter buybacks take the prize

For the 12 months ended in September, Apple spent $96.7 billion. It also paid out $468 billion over the past five years and $755 billion in the 10-year period.

Read More Apple's $20.4 billion in September quarter buybacks take the prize

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Apple's succession planapple succession plan inc4 months ago
Published December 19, 2025 by Philip Elmer-DeWitt

Apple's succession plan

Everyone seems to be leaving Apple, but maybe that’s a good thing.

Read More Apple's succession plan

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Apple lets Sony get Peanutsapple sony peanuts rights4 months ago
Published December 19, 2025 by Philip Elmer-DeWitt

Apple lets Sony get Peanuts

From Todd Spangler's "Sony to Acquire Control of Peanuts in $457 Million Deal" posted Thursday by Variety.

Read More Apple lets Sony get Peanuts

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Quarter after quarter, half of the top 10 global smartphone sold are Apple iPhonesapple counterpoint iphone q320254 months ago
Published December 19, 2025 by Philip Elmer-DeWitt

Quarter after quarter, half of the top 10 global smartphone sold are Apple iPhones

From "Global Smartphone Sales, Top 10 Best Sellers" posted Tuesday by Counterpoint Research

Read More Quarter after quarter, half of the top 10 global smartphone sold are Apple iPhones

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Premarket: Apple is redapple premarket red 4-21-264 months ago
Published December 19, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "Futures edge higher on tech rebound, Nike slumps on China pain" posted early Friday.

Read More Premarket: Apple is red

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Premarket: Apple was red, turned greenapple premarket mcintosh 3-30-264 months ago
Published December 18, 2025 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Markets Rise as AI Fears Fade Ahead of Inflation Report" posted early Thursday.

Read More Premarket: Apple was red, turned green

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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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