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'Pleasantly surprised,' Richard Windsor still doesn't want to own Appleapple awe windsor surprised2 months ago
Published September 11, 2025 by Philip Elmer-DeWitt

'Pleasantly surprised,' Richard Windsor still doesn't want to own Apple

"The net result was that this launch was   quite a lot better than I was expecting, and I think that there will be a small uptick in replacements for iPhone and maybe AirPods."

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Evercore: 'Inside Apple's 2026 Game Plan'apple gameplan evercore2 months ago
Published September 11, 2025 by Philip Elmer-DeWitt

Evercore: 'Inside Apple's 2026 Game Plan'

"Apple remains positioned well for growth despite macro and tariff headwinds." — Analyst Amit Daryanani

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WSJ: Apple's new iPhones lack lusterapple lackluster iphones WSJ2 months ago
Published September 11, 2025 by Philip Elmer-DeWitt

WSJ: Apple's new iPhones lack luster

From Dan Gallagher's "Why Apple’s Lackluster New iPhones Will Still Pay Off" posted Wednesday by the Wall Street Journal.

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Premarket: Apple is greenapple premarket green 11-5-252 months ago
Published September 11, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal's "Dow Futures Edge Up Ahead of August Inflation Data" posted early Thursday.

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Premarket: Apple is redapple premarket red 11-7-252 months ago
Published September 10, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "S&P 500, Nasdaq Futures Build on Record Highs Ahead of PPI Inflation Report" posted early Wednesday.

Read More Premarket: Apple is red

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I'm flying to Oregonapple eugene vacation2 months ago
Published September 10, 2025 by Philip Elmer-DeWitt

I'm flying to Oregon

This is a family trip. I'll post when I can. Back in a week. 

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Apple's iPhone 17 event: What the analysts are sayingapple awe analysts saying2 months ago
Published September 9, 2025 by Philip Elmer-DeWitt

Apple's iPhone 17 event: What the analysts are saying

Excerpts from the notes I've seen. More as they come in.

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Apple's iPhone 17 event: What the talking heads are sayingApple Awe talking heads2 months ago
Published September 9, 2025 by Philip Elmer-DeWitt

Apple's iPhone 17 event: What the talking heads are saying

The videos that caught my eye. More as they come in.

Read More Apple's iPhone 17 event: What the talking heads are saying

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Virtually live from Apple's 'Awe dropping' eventapple awe dropping live2 months ago
Published September 9, 2025 by Philip Elmer-DeWitt

Virtually live from Apple's 'Awe dropping' event

Typing as fast as I can. Latest post on top. All times Eastern.

Read More Virtually live from Apple's 'Awe dropping' event

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Wedbush's walkup to today's Apple eventapple wedbush iphone air2 months ago
Published September 9, 2025 by Philip Elmer-DeWitt

Wedbush's walkup to today's Apple event

"While Cook & Co. have done an extremely good job so far navigating a complex and challenging tariff environment, we expect the company to potentially raise…

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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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