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Apple's China tariffs: More on the way, says White Houseapple tariffs china more9 months ago
Published April 14, 2025 by Philip Elmer-DeWitt

Apple's China tariffs: More on the way, says White House

President Donald Trump issued his own clarification Sunday, stating that no such exemptions to tariffs had been made Friday.

Read More Apple's China tariffs: More on the way, says White House

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Bloomberg: Apple crisis averted, for nowapple tariff crisis averted9 months ago
Published April 13, 2025 by Philip Elmer-DeWitt

Bloomberg: Apple crisis averted, for now

"While a new, lower so-called sectoral tariff may still come on goods that have semiconductors — and a 20% tariff on China remains — the change marks a win for Apple."

Read More Bloomberg: Apple crisis averted, for now

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India now makes 20% of Apple's iPhonesapple iphone india 20 percent9 months ago
Published April 13, 2025 by Philip Elmer-DeWitt

India now makes 20% of Apple's iPhones

"In 2022, Bloomberg Intelligence estimated it would take eight years to move just 10% of Apple’s production capacity out of China."

Read More India now makes 20% of Apple's iPhones

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Mark Gurman: Tim Cook is 'hell-bent' on AR glassesapple cook ar glasses9 months ago
Published April 13, 2025 by Philip Elmer-DeWitt

Mark Gurman: Tim Cook is 'hell-bent' on AR glasses

"Tim cares about nothing else.  It’s the only thing he’s really spending his time on from a product development standpoint." —  Someone "with knowledge of the matter"

Read More Mark Gurman: Tim Cook is 'hell-bent' on AR glasses

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WSJ: 'It's good to be Tim Cook'wsj tim apple tariffs9 months ago
Published April 13, 2025 by Philip Elmer-DeWitt

WSJ: 'It's good to be Tim Cook'

"Too bad if you make shoes, or clothing, or thousands of other consumer products that must pay the tariffs but lack the political or market clout to win exemptions."

Read More WSJ: 'It's good to be Tim Cook'

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This week's Apple trading strategies (4/14-4/18/25)apple trading strategies 4-14-259 months ago
Published April 13, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (4/14-4/18/25)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (4/14-4/18/25)

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Tariff reprieve: What the Apple analysts are sayingapple tariff reprieve analysts9 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

Tariff reprieve: What the Apple analysts are saying

Excerpts from the notes I've seen. More as they come in.

Read More Tariff reprieve: What the Apple analysts are saying

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What role did Apple play in negotiating a tech tariff reprieve?apple tariff reprieve cook9 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

What role did Apple play in negotiating a tech tariff reprieve?

"Tim Cook, Apple’s chief executive, has been at the forefront of the industry’s courtship of Mr. Trump." 

Read More What role did Apple play in negotiating a tech tariff reprieve?

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Report: Apple got tariff carve outs for Macs and iPhonesapple tariff carve outs9 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

Report: Apple got tariff carve outs for Macs and iPhones

"This is a major development."

Read More Report: Apple got tariff carve outs for Macs and iPhones

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What Prof G learned on Tuesday while selling naked Apple callsapple galloway insider trading9 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

What Prof G learned on Tuesday while selling naked Apple calls

"Yesterday, April 9, will go down as the day where more insider trading took place than any day in history." — Scott Galloway

Read More What Prof G learned on Tuesday while selling naked Apple calls

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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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