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'Millions of human beings screwing in little screws to make iPhones'apple iphone howard lutnick1 month ago
Published April 8, 2025 by Philip Elmer-DeWitt

'Millions of human beings screwing in little screws to make iPhones'

The Administration's plan is to replace an army of Asian screw turners with automated factories that American high-school graduates will service.

Read More 'Millions of human beings screwing in little screws to make iPhones'

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Premarket: Apple is greenapple premarket green 5-12-20251 month ago
Published April 8, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Surge Higher as Markets Recover. Brace for Volatility as Tariff Uncertainty Remains" posted early Tuesday.

Read More Premarket: Apple is green

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Why Indian iPhones will cost less than Chineseapple iphone ubs tariff1 month ago
Published April 8, 2025 by Philip Elmer-DeWitt

Why Indian iPhones will cost less than Chinese

In a downside scenario, where the recently announced tariffs remain in force for an extended period of time, we believe further negative EPS revisions could drive tech another leg down.

Read More Why Indian iPhones will cost less than Chinese

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UBS sticks with its $236 Apple target and Neutral ratingapple ubs sticks 2361 month ago
Published April 7, 2025 by Philip Elmer-DeWitt

UBS sticks with its $236 Apple target and Neutral rating

"Our $236 PT is 32x our CY26e EPS reflecting mid-single digit rev growth supported by its buyback." — Analyst David Vogt

Read More UBS sticks with its $236 Apple target and Neutral rating

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WSJ: Apple to make iPhones in India to dodge Trump's China tariffsapple india tariff dodge1 month ago
Published April 7, 2025 by Philip Elmer-DeWitt

WSJ: Apple to make iPhones in India to dodge Trump's China tariffs

The tariff on Chinese goods could add about $300 to the current $550 hardware cost to Apple of an iPhone 16 Pro that currently retails for $1,100, according to TechInsights.

Read More WSJ: Apple to make iPhones in India to dodge Trump's China tariffs

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Apple hiccups on 'fake news'apple hiccup fake news1 month ago
Published April 7, 2025 by Philip Elmer-DeWitt

Apple hiccups on 'fake news'

"The wild swing has little precedent in market history, moving potentially trillions of dollars up and then back down."

Read More Apple hiccups on 'fake news'

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Howard 'Stock Twits' Lindzon is buying Nvidia (video)apple howard lindzon video1 month ago
Published April 7, 2025 by Philip Elmer-DeWitt

Howard 'Stock Twits' Lindzon is buying Nvidia (video)

Words of caution from a trader who has been through a couple of these meltdowns before.

Read More Howard 'Stock Twits' Lindzon is buying Nvidia (video)

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Apple investors: Mark your calendarsapple q22025 earnings date1 month ago
Published April 7, 2025 by Philip Elmer-DeWitt

Apple investors: Mark your calendars

Join us here on May 1, 2025 at 2:00 p.m. PT / 5:00 p.m. ET to listen to the conference call live.

Read More Apple investors: Mark your calendars

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Premarket: Apple is red (updated)apple premarket red 5-14-251 month ago
Published April 7, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red (updated)

From Barron's' "U.S. Stocks Set to Enter Bear Market as Trump Tariffs Spark Panic" posted early Monday.

Read More Premarket: Apple is red (updated)

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Mark Gurman: How Apple will soften the blow of Trump's tariffsapple gurman tariff soften1 month ago
Published April 6, 2025 by Philip Elmer-DeWitt

Mark Gurman: How Apple will soften the blow of Trump's tariffs

"Along with many peers, Apple has been stocking up on inventory stateside for months in anticipation of the tariffs."

Read More Mark Gurman: How Apple will soften the blow of Trump's tariffs

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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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