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Reuters: Apple shows it can spark a strong iPhone upgrade cycle without AIapple mag7 reuters3 days ago
Published October 29, 2025 by Philip Elmer-DeWitt

Reuters: Apple shows it can spark a strong iPhone upgrade cycle without AI

From Akash Sriram and Zaheer Kachwala's "Apple poised for iPhone sales boost on strong Pro demand" posted Wednesday.

Read More Reuters: Apple shows it can spark a strong iPhone upgrade cycle without AI

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BofA Securities raises its Apple target $50 to $320apple bofa raise 3203 days ago
Published October 29, 2025 by Philip Elmer-DeWitt

BofA Securities raises its Apple target $50 to $320

"In this note, we attempt to quantify the 5-year (C25-30) earnings potential of Apple based on gaining/losing share in each of its respective product categories, and services segments."

Read More BofA Securities raises its Apple target $50 to $320

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Handicapping Apple's fiscal Q4 2025 earningsapple handicapping q420253 days ago
Published October 29, 2025 by Philip Elmer-DeWitt

Handicapping Apple's fiscal Q4 2025 earnings

This quarter, the independents are $2 billion more bullish than the pros. 

Read More Handicapping Apple's fiscal Q4 2025 earnings

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Premarket: Apple is greenapple premarket green 10-31-25-23 days ago
Published October 29, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Rise Ahead of Fed Decision and Big Tech Earnings" posted early Wednesday.

Read More Premarket: Apple is green

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Apple hit $4 trillionapple four trillion4 days ago
Published October 28, 2025 by Philip Elmer-DeWitt

Apple hit $4 trillion

So did Microsoft. Nvdia still has a bigger market cap.

Read More Apple hit $4 trillion

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Apple's Tim Cook was in Tokyo today for a business dinner with Donald Trumpapple cook tokyo trump4 days ago
Published October 28, 2025 by Philip Elmer-DeWitt

Apple's Tim Cook was in Tokyo today for a business dinner with Donald Trump

From Bloomberg's "Trump Dines With Apple, Salesforce Chiefs at Tokyo Dinner" posted Tuesday.

Read More Apple's Tim Cook was in Tokyo today for a business dinner with Donald Trump

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Wedbush's Dan Ives sees Apple, with an AI deal, going to $325 or $350apple ives yahoo iphone174 days ago
Published October 28, 2025 by Philip Elmer-DeWitt

Wedbush's Dan Ives sees Apple, with an AI deal, going to $325 or $350

"I mean, no one expected it was going to be, including, you know, even myself, no one expected [the iPhone 17] was going to be this strong." 

Read More Wedbush's Dan Ives sees Apple, with an AI deal, going to $325 or $350

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Premarket: Apple is redapple premarket red 10-28-254 days ago
Published October 28, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barrons's' "Stock Futures Edge Higher as Record-Breaking Rally Marches On" posted early Tuesday.

Read More Premarket: Apple is red

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Apple at $268.81: Another day, another all-time high closeapple ath 262.825 days ago
Published October 27, 2025 by Philip Elmer-DeWitt

Apple at $268.81: Another day, another all-time high close

The intraday high was $269.08, pennies away from a $4 trillion market cap.

Read More Apple at $268.81: Another day, another all-time high close

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Wedbush: A U.S.-China trade deal would be 'a huge breakthrough moment'apple china breakthrough wedbush5 days ago
Published October 27, 2025 by Philip Elmer-DeWitt

Wedbush: A U.S.-China trade deal would be 'a huge breakthrough moment'

"This is a very bullish sign for the markets and in particular tech stocks." — Analyst Daniel Ives

Read More Wedbush: A U.S.-China trade deal would be 'a huge breakthrough moment'

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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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