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Evercore: Damn Trump's 25% tariff, Apple won't abandon Indiaapple leave india tariff2 months ago
Published July 30, 2025 by Philip Elmer-DeWitt

Evercore: Damn Trump's 25% tariff, Apple won't abandon India

"If Trump follows through with his threat we may end up in a scenario where Apple has little choice but to pay the tariff in the…

Read More Evercore: Damn Trump's 25% tariff, Apple won't abandon India

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Daniel Ives: The clock is ticking for Apple — and for Tim Cookapple ives clock ticking2 months ago
Published July 30, 2025 by Philip Elmer-DeWitt

Daniel Ives: The clock is ticking for Apple — and for Tim Cook

"In a nutshell it's time for change in Cupertino and Cook & Co. need to get off the treadmill and start to make some significant headway on its AI strategy."

Read More Daniel Ives: The clock is ticking for Apple — and for Tim Cook

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Analysts walk up to Apple's June quarter earnings reportapple q32025 walkups analysts2 months ago
Published July 30, 2025 by Philip Elmer-DeWitt

Analysts walk up to Apple's June quarter earnings report

"A growing list of headwinds have contributed to Apple shares experiencing some of their worst underperformance relative to peers and the market in recent memory."

Read More Analysts walk up to Apple's June quarter earnings report

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Handicapping Apple's fiscal Q3 2025 earningsapple handicapping earnings q320252 months ago
Published July 30, 2025 by Philip Elmer-DeWitt

Handicapping Apple's fiscal Q3 2025 earnings

The independents are more bullish than the pros, as usual, but not by much.

Read More Handicapping Apple's fiscal Q3 2025 earnings

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Premarket: Apple was green, turned redapple premarket red 8-29-252 months ago
Published July 30, 2025 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From Barron's' "S&P 500 Recovering as Stock Futures Rise Ahead of Fed Rate Decision" posted early Wednesday.

Read More Premarket: Apple was green, turned red

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Meta poaches another Apple AI guyapple ai meta poach2 months ago
Published July 29, 2025 by Philip Elmer-DeWitt

Meta poaches another Apple AI guy

The departures have thrown Apple’s models team into flux.

Read More Meta poaches another Apple AI guy

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The Journal sees clouds above Apple's money treeapple wsj services clouds2 months ago
Published July 29, 2025 by Philip Elmer-DeWitt

The Journal sees clouds above Apple's money tree

"After a big boost during the pandemic, growth of services has moderated, and two clouds are visible on the horizon."

Read More The Journal sees clouds above Apple's money tree

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BofA raises estimates on iPhone and Macapple bofa lift estimates2 months ago
Published July 29, 2025 by Philip Elmer-DeWitt

BofA raises estimates on iPhone and Mac

"We see client sentiment as fairly negative." — Analyst Wamsi Mohan

Read More BofA raises estimates on iPhone and Mac

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Trading suspended on shares of Apple-supplier Hon Haiapple foxconn trading suspended2 months ago
Published July 29, 2025 by Philip Elmer-DeWitt

Trading suspended on shares of Apple-supplier Hon Hai

Trading suspensions typically take place ahead of the announcement of potentially market-moving decisions, such as an acquisition.

Read More Trading suspended on shares of Apple-supplier Hon Hai

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Apple 3.0: Mea culpaapple mea culpa tommo2 months ago
Published July 29, 2025 by Philip Elmer-DeWitt

Apple 3.0: Mea culpa

Yesterday's blowup on "The cost of leaving the garden of Apple" was my fault. 

Read More Apple 3.0: Mea culpa

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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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