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Barron's: Is Apple headed for a supercycle? Wall Street debates.apple barrons supercycle debate1 year ago
Published July 26, 2024 by Philip Elmer-DeWitt

Barron's: Is Apple headed for a supercycle? Wall Street debates.

"Bulls point to Apple’s massive base of iPhone users who might want to upgrade, but they could be overestimating demand."

Read More Barron's: Is Apple headed for a supercycle? Wall Street debates.

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Premarket: Apple is greenapple premarket green 1-9-261 year ago
Published July 26, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "Nasdaq futures jump as megacaps recover; inflation data in focus" posted early Friday.

Read More Premarket: Apple is green

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Kara Swisher with Laurene Powell Jobs and special guest (2017 video)apple swisher jobs harris1 year ago
Published July 25, 2024 by Philip Elmer-DeWitt

Kara Swisher with Laurene Powell Jobs and special guest (2017 video)

No Apple angle except by marriage. And fortune. 

Read More Kara Swisher with Laurene Powell Jobs and special guest (2017 video)

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Assembling iPhones in India set to get cheaperapple india import duties1 year ago
Published July 25, 2024 by Philip Elmer-DeWitt

Assembling iPhones in India set to get cheaper

A 5% reduction in tax on the devices will result in a $35-50 million annual benefit to Apple.

Read More Assembling iPhones in India set to get cheaper

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Premarket: Apple is redapple premarket red 8-21-251 year ago
Published July 25, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From MarketWatch's "Futures struggle to rally after Wall Street's worst day since 2022" posted early Thursday.

Read More Premarket: Apple is red

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Barclays raises Apple target $23 to $187, still underweightapple barclays 187 poker1 year ago
Published July 24, 2024 by Philip Elmer-DeWitt

Barclays raises Apple target $23 to $187, still underweight

"We do not think the iPhone16/AI features will be enough to drive a meaningful enough upgrade cycle to justify the valuation." — Analyst Tim Long

Read More Barclays raises Apple target $23 to $187, still underweight

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J.P. Morgan raises Apple target $20 to $265apple morganstanley target 235 poker1 year ago
Published July 24, 2024 by Philip Elmer-DeWitt

J.P. Morgan raises Apple target $20 to $265

"We are placing shares of Apple on Positive Catalyst Watch into the earnings print with a positive outlook for share price outcomes." — Analyst Samik Chatterjee

Read More J.P. Morgan raises Apple target $20 to $265

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Premarket: Apple was red, turned greenapple premarket red 12-31-251 year ago
Published July 24, 2024 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Reuters' "Nasdaq futures slide as first Big Tech results disappoint" posted early Wednesday.

Read More Premarket: Apple was red, turned green

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New hope for the clamshell iPhoneapple foldable iphone v681 year ago
Published July 23, 2024 by Philip Elmer-DeWitt

New hope for the clamshell iPhone

According to The Information, Apple has given the mythical clamshell project an internal code name: V68. 

Read More New hope for the clamshell iPhone

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Apple COO Jeff Williams spotted in Chinaapple jeff williams china1 year ago
Published July 23, 2024 by Philip Elmer-DeWitt

Apple COO Jeff Williams spotted in China

From William Gallagher's "Apple's Jeff Williams takes another secret overseas trip, this time to China" posted Tuesday by Apple Insider.

Read More Apple COO Jeff Williams spotted in China

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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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