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Mark Gurman: Apple has begun a 'full rethink' of the iPhoneapple gurman iphone rethink1 month ago
Published November 16, 2025 by Philip Elmer-DeWitt

Mark Gurman: Apple has begun a 'full rethink' of the iPhone

"Beyond upgrading the products themselves, Apple is changing when it releases new iPhones."

Read More Mark Gurman: Apple has begun a 'full rethink' of the iPhone

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This week's Apple trading strategies (11/17-11/21/25)apple trading strategies 11-17-251 month ago
Published November 16, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (11/17-11/21/25)

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

Read More This week's Apple trading strategies (11/17-11/21/25)

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FT: This year may be Tim Cook's last as Apple's CEOapple tim cook replacement1 month ago
Published November 15, 2025 by Philip Elmer-DeWitt

FT: This year may be Tim Cook's last as Apple's CEO

The iPhone maker’s board is preparing for its longtime leader to step down.

Read More FT: This year may be Tim Cook's last as Apple's CEO

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Saturday Apple video: Calming teas (Get a Mac 2008)apple Saturday calming teas1 month ago
Published November 15, 2025 by Philip Elmer-DeWitt

Saturday Apple video: Calming teas (Get a Mac 2008)

Crashtime Chamomile, Pomegranate Patience, Raspberry Restart and Missing Driver Mint. 

Read More Saturday Apple video: Calming teas (Get a Mac 2008)

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Morgan Stanley's Erik Woodring sees what Apple is doingapple woodring cnbc interview1 month ago
Published November 14, 2025 by Philip Elmer-DeWitt

Morgan Stanley's Erik Woodring sees what Apple is doing

"What we're seeing in China is reflective of what is happening with the iPhone 17 more broadly, which is the right product resonating with the right price points."

Read More Morgan Stanley's Erik Woodring sees what Apple is doing

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Greg Bates: What do you call what Apple does?apple greg bates ai1 month ago
Published November 14, 2025 by Philip Elmer-DeWitt

Greg Bates: What do you call what Apple does?

"We need a name, a term for when a company/person does what the whole world is utterly convinced is the wrong move — and then turns out to be right to earth-shattering effect." 

Read More Greg Bates: What do you call what Apple does?

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WSJ: The source of AI frothapple ai froth wsj1 month ago
Published November 14, 2025 by Philip Elmer-DeWitt

WSJ: The source of AI froth

A certain amount of corporate spending on AI companies might not be carefully thought through. It’s more performative, a demonstration that leadership is doing something.

Read More WSJ: The source of AI froth

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Counterpoint: Apple's China iPhone sales jumped 22% after iPhone 17 launchapple counterpoint china iphone171 month ago
Published November 14, 2025 by Philip Elmer-DeWitt

Counterpoint: Apple's China iPhone sales jumped 22% after iPhone 17 launch

“It was important for Apple to deliver on it this year to ride the big upgrade cycle from Covid-era buyers, and it has done so in spades.” — Analyst Ivan Lam

Read More Counterpoint: Apple's China iPhone sales jumped 22% after iPhone 17 launch

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Bloomberg: Elon Musk may cave and add Apple's CarPlay to Tesla's oversized screenapple carplay tesla musk1 month ago
Published November 14, 2025 by Philip Elmer-DeWitt

Bloomberg: Elon Musk may cave and add Apple's CarPlay to Tesla's oversized screen

The company had long opposed giving Apple more access to Tesla customers — especially when the iPhone maker was angling to become a rival in electric vehicles.

Read More Bloomberg: Elon Musk may cave and add Apple's CarPlay to Tesla's oversized screen

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Premarket: Apple is redapple premarket red 12-19-251 month ago
Published November 14, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "US futures drop on fading December rate-cut expectations" posted early Friday.

Read More Premarket: Apple is red

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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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