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John Gruber: Heads should roll at AppleApple intelligence guillotine gruber10 months ago
Published March 13, 2025 by Philip Elmer-DeWitt

John Gruber: Heads should roll at Apple

"The ride is over. When mediocrity, excuses, and bullshit take root, they take over."

Read More John Gruber: Heads should roll at Apple

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Premarket: Apple is redapple premarket red 8-21-2510 months ago
Published March 13, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "Futures slip as government funding bill deadline looms, growth fears persist" posted early Thursday.

Read More Premarket: Apple is red

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Why Morgan Stanley cut its Apple target (video)apple erik woodring video10 months ago
Published March 13, 2025 by Philip Elmer-DeWitt

Why Morgan Stanley cut its Apple target (video)

"There's still a lot to be excited about." — Analyst Eric Woodring

Read More Why Morgan Stanley cut its Apple target (video)

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KeyBanc sticks with its Underweight rating and underwater $200 targetapple keybanc no pt10 months ago
Published March 12, 2025 by Philip Elmer-DeWitt

KeyBanc sticks with its Underweight rating and underwater $200 target

"We think the data overall appears negative as Apple is tracking below historical seasonality, and the y/y growth went from nicely positive to a sharp decline." — Analyst Brandon Nispel

Read More KeyBanc sticks with its Underweight rating and underwater $200 target

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Say goodbye to six months of Appleapple six months goodbye10 months ago
Published March 12, 2025 by Philip Elmer-DeWitt

Say goodbye to six months of Apple

We're in Tesla territory now.

Read More Say goodbye to six months of Apple

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Counterpoint: Apple Watch shipments fell 19% in 2024apple watch counterpoint 202410 months ago
Published March 12, 2025 by Philip Elmer-DeWitt

Counterpoint: Apple Watch shipments fell 19% in 2024

"Apple retained its top position in the global market, hoisted by its growing iOS user base."

Read More Counterpoint: Apple Watch shipments fell 19% in 2024

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Morgan Stanley cuts Apple target $23 to $252apple morgan stanley 25210 months ago
Published March 12, 2025 by Philip Elmer-DeWitt

Morgan Stanley cuts Apple target $23 to $252

"'An upgraded Siri personal assistant' is the #1 AI feature prospective iPhone upgraders are interested in when upgrading." — Analyst Erik Woodring From a note to…

Read More Morgan Stanley cuts Apple target $23 to $252

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Apple’s AI Strategy: The Panic Merchants Are Wrong — Againapple ai panic merchants tommo10 months ago
Published March 12, 2025 by Philip Elmer-DeWitt

Apple’s AI Strategy: The Panic Merchants Are Wrong — Again

"First, let’s deal with the reality of where AI actually is."

Read More Apple’s AI Strategy: The Panic Merchants Are Wrong — Again

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Rumor: Apple has designed a miniature refrigerator for the iPhone 17 Prosapple iphone17 vapor chamber10 months ago
Published March 12, 2025 by Philip Elmer-DeWitt

Rumor: Apple has designed a miniature refrigerator for the iPhone 17 Pros

The technique isn't new to smartphones, as some premium Android devices have gone on sale using the technique.

Read More Rumor: Apple has designed a miniature refrigerator for the iPhone 17 Pros

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Premarket: Apple was red, turned greenapple premarket red 12-18-2510 months ago
Published March 12, 2025 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Stock Futures Jump Higher as New Trump Tariffs Take Effect" posted early Wednesday.

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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Apple 2.0 Archives

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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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