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Why Apple is in Chinaapple nyt china mickle3 weeks ago
Published May 1, 2025 by Philip Elmer-DeWitt

Why Apple is in China

"Apple has resisted making iPhones and other devices in the United States because the company’s operations team has determined that it would be impossible."

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Premarket: Apple is redapple premarket red 5-23-253 weeks ago
Published May 1, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Soar as Big Tech Earnings Lift Markets. Amazon, Apple Up Next." posted early Thursday.

Read More Premarket: Apple is red

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Verbatim: What the angry judge said to Appleapple angry judge verbatim3 weeks ago
Published May 1, 2025 by Philip Elmer-DeWitt

Verbatim: What the angry judge said to Apple

"This is an injunction, not a negotiation. There are no do-overs once a party willfully disregards a court order." — Judge Yvonne Gonzalez Rogers

Read More Verbatim: What the angry judge said to Apple

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Evercore: Judge Rules Apple Violated Court Order on App Storeapple evercore lies willfully3 weeks ago
Published May 1, 2025 by Philip Elmer-DeWitt

Evercore: Judge Rules Apple Violated Court Order on App Store

"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go outside of the App Store." — Analyst Amit Daryanani

Read More Evercore: Judge Rules Apple Violated Court Order on App Store

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Apple 3.0 discounts for a Horace Dediu doubleheaderapple dediu doubleheader3 weeks ago
Published April 30, 2025 by Philip Elmer-DeWitt

Apple 3.0 discounts for a Horace Dediu doubleheader

A post-earnings ask-me-anything on May 2 and a post-WWDC investor conference on June 10.

Read More Apple 3.0 discounts for a Horace Dediu doubleheader

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Gene Munster: A 20% tariff could reduce Apple's margins by 2 pointsapple munster q22025 deepwater3 weeks ago
Published April 30, 2025 by Philip Elmer-DeWitt

Gene Munster: A 20% tariff could reduce Apple's margins by 2 points

"How they navigate the next 10 years is likely keeping Cook up at night."

Read More Gene Munster: A 20% tariff could reduce Apple's margins by 2 points

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Happy ending in Baliapple bali tim smith3 weeks ago
Published April 30, 2025 by Philip Elmer-DeWitt

Happy ending in Bali

How Apple Tech (and ChatGPT) Helped Me Recover My iPhone.

Read More Happy ending in Bali

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Apple price target changes, April 2025apple target changes q220253 weeks ago
Published April 30, 2025 by Philip Elmer-DeWitt

Apple price target changes, April 2025

So far this month I've seen 2 rise and 11 fall.

Read More Apple price target changes, April 2025

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Handicapping Apple's fiscal Q2 2025 earnings3 weeks ago
Published April 30, 2025 by Philip Elmer-DeWitt

Handicapping Apple's fiscal Q2 2025 earnings

The independents are more bullish than the pros, as usual.

Read More Handicapping Apple's fiscal Q2 2025 earnings

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Carter Worth: This is not a time to bet big on Appleapple carter worth pair3 weeks ago
Published April 30, 2025 by Philip Elmer-DeWitt

Carter Worth: This is not a time to bet big on Apple

From "Chart Master: Big Tech earnings will trade like a pair of twos" which aired Tuesday on CNBC.

Read More Carter Worth: This is not a time to bet big on Apple

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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 ($)
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