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Counterpoint: Apple rules the skies — for nowapple satellite dominates counterpoint3 weeks ago
Published April 30, 2026 by Philip Elmer-DeWitt

Counterpoint: Apple rules the skies — for now

"The recent acquisition of Globalstar by Amazon provides immediate scale and opens up a new revenue stream for Amazon around connectivity-as-a-service."

Read More Counterpoint: Apple rules the skies — for now

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Apple Earnings Smackdown: Final estimates Q2 2026apple earnings smackdown q220263 weeks ago
Published April 30, 2026 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final estimates Q2 2026

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.

Read More Apple Earnings Smackdown: Final estimates Q2 2026

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Big bets on Apple puts expiring tomorrowapple q22026 puts 1353 weeks ago
Published April 30, 2026 by Philip Elmer-DeWitt

Big bets on Apple puts expiring tomorrow

Apple will report March quarter earnings today after the markets close.

Read More Big bets on Apple puts expiring tomorrow

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Wednesday's results: The hyperscalers' revengeapple hyperscalers revenge q120263 weeks ago
Published April 30, 2026 by Philip Elmer-DeWitt

Wednesday's results: The hyperscalers' revenge

"Sorry bubble bears. This isn't 1999. Real customers. Real revenue. Real cycle."

Read More Wednesday's results: The hyperscalers' revenge

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Premarket: Apple is greenapple premarket green 5-22-263 weeks ago
Published April 30, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal's "Oil Flirts With New Highs, Stock Futures Waver" posted early Thursday.

Read More Premarket: Apple is green

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Mark Gurman: Apple is playing catch-up in AI darkroom toolsapple ai photo editing4 weeks ago
Published April 29, 2026 by Philip Elmer-DeWitt

Mark Gurman: Apple is playing catch-up in AI darkroom tools

"Development of the features hasn’t gone entirely smoothly."

Read More Mark Gurman: Apple is playing catch-up in AI darkroom tools

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Handicapping Apple's fiscal Q2 2026 earningsapple handicapping fiscal q220264 weeks ago
Published April 29, 2026 by Philip Elmer-DeWitt

Handicapping Apple's fiscal Q2 2026 earnings

All signs point to a record March quarter with double digit growth on the top and bottom lines.

Read More Handicapping Apple's fiscal Q2 2026 earnings

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Premarket: Apple is redapple premarket red 5-21-264 weeks ago
Published April 29, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Markets Face Biggest Test in Years. The Fed, Tech Earnings, and Oil Are Colliding." posted early Wednesday.

Read More Premarket: Apple is red

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Macalope: Three reasons Apple's CEO switch has been so chillapple ternus macalope chill4 weeks ago
Published April 28, 2026 by Philip Elmer-DeWitt

Macalope: Three reasons Apple's CEO switch has been so chill

Probably the biggest one is that Tim Cook isn’t leaving the company. If Ternus needs to ask him a question like “How do I get Eddy Cue to dial it back a bit?”, he can just walk into his office.

Read More Macalope: Three reasons Apple's CEO switch has been so chill

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UBS up Apple target $7 to $287apple ubs neutral 2874 weeks ago
Published April 28, 2026 by Philip Elmer-DeWitt

UBS up Apple target $7 to $287

“Apple’s ability to secure silicon and memory to meet iPhone demand has resulted in share gains." — Analyst David Vogt

Read More UBS up Apple target $7 to $287

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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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