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Counterpoint: Apple's smartphone share in China fell 19.1% in March quarterapple china march quarter1 year ago
Published April 23, 2024 by Philip Elmer-DeWitt

Counterpoint: Apple's smartphone share in China fell 19.1% in March quarter

“We are seeing slow but steady improvement from week to week, so momentum could be shifting." — Analyst Ivan Lam

Read More Counterpoint: Apple's smartphone share in China fell 19.1% in March quarter

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Premarket: Apple was red, turned greenapple premarket green 7-30-251 year ago
Published April 23, 2024 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Stock Futures Are Rising as Markets Add to Gains Ahead of Big Earnings Day" posted early Tuesday.

Read More Premarket: Apple was red, turned green

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Wells Fargo: Buy Apple on the dipapple wells fargo buy dip1 year ago
Published April 23, 2024 by Philip Elmer-DeWitt

Wells Fargo: Buy Apple on the dip

"Confidence in Apple’s GenAI strategy could be a positive catalyst." — Analyst Aaron Rakers

Read More Wells Fargo: Buy Apple on the dip

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Morgan Stanley sees 'tricky setup.' Trims Apple target $10 to $210apple morgan stanley tricky setup1 year ago
Published April 22, 2024 by Philip Elmer-DeWitt

Morgan Stanley sees 'tricky setup.' Trims Apple target $10 to $210

Apple will 'slightly beat' Q2 2024 estimates, says analyst Erik Woodring, but guide for the June quarter 4% - 7% below the Street.

Read More Morgan Stanley sees 'tricky setup.' Trims Apple target $10 to $210

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If microtwill is killed, will Apple go back to leather?apple vegan microtwill leather1 year ago
Published April 22, 2024 by Philip Elmer-DeWitt

If microtwill is killed, will Apple go back to leather?

From James Titcomb's "Apple ‘scraps vegan iPhone cases’ after backlash" posted Monday by The Telegraph.

Read More If microtwill is killed, will Apple go back to leather?

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Apple beyond China (audio)apple beyond valley china1 year ago
Published April 22, 2024 by Philip Elmer-DeWitt

Apple beyond China (audio)

From "Why Apple is betting big on India" which aired Monday on CNBC's Beyond the Valley podcast.

Read More Apple beyond China (audio)

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UBS bets on 'Rest of Tech'apple ubs rest tech1 year ago
Published April 22, 2024 by Philip Elmer-DeWitt

UBS bets on 'Rest of Tech'

UBS downgrades what it calls the Big Six to neutral.

Read More UBS bets on 'Rest of Tech'

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Sen. Elizabeth Warren wants to pop Apple's monopoly on bubbles (video)apple monopoly bubbles warren1 year ago
Published April 22, 2024 by Philip Elmer-DeWitt

Sen. Elizabeth Warren wants to pop Apple's monopoly on bubbles (video)

"Green text bubbles are ruining relationships."

Read More Sen. Elizabeth Warren wants to pop Apple's monopoly on bubbles (video)

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Premarket: Apple is greenapple premarket green 4-24-241 year ago
Published April 22, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Are Climbing to Start a Key Week For Earnings, Economic Data" posted early Monday.

Read More Premarket: Apple is green

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Inviting friends-of-the-blog to Apple’s Q2 2024 Earnings Smackdownapple smackdown invitation q220241 year ago
Published April 21, 2024 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s Q2 2024 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.

Read More Inviting friends-of-the-blog to Apple’s Q2 2024 Earnings Smackdown

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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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