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Evercore's Amit Daryanani on the Apple Vision Pro's price point (video)apple evercore daryanani avp1 year ago
Published January 9, 2024 by Philip Elmer-DeWitt

Evercore's Amit Daryanani on the Apple Vision Pro's price point (video)

"They're trying to make the product desirable before they make it affordable."

Read More Evercore's Amit Daryanani on the Apple Vision Pro's price point (video)

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Premarket: Apple is redapple premarket red 7-3-251 year ago
Published January 9, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures are lower Tuesday as rates rise" posted early Tuesday.

Read More Premarket: Apple is red

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A legal seige as important as Steve Jobs or the iPhoneapple antitrust seige walled1 year ago
Published January 8, 2024 by Philip Elmer-DeWitt

A legal seige as important as Steve Jobs or the iPhone

Expect it to be a “full-frontal assault” on Apple’s business, said Adam Wolfson, an antitrust attorney at the law firm Quinn Emanuel.

Read More A legal seige as important as Steve Jobs or the iPhone

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Morgan Stanley: Apple broker bearishness hasn't been this bad for 3+ yearsapple broker bearishness1 year ago
Published January 8, 2024 by Philip Elmer-DeWitt

Morgan Stanley: Apple broker bearishness hasn't been this bad for 3+ years

"Sell side sentiment towards Apple — approximated through the mix of buy vs. hold vs. sell ratings — is at its lowest point since September 2020." — Analyst Erik Woodring

Read More Morgan Stanley: Apple broker bearishness hasn't been this bad for 3+ years

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Morgan Stanley is getting more bullish on Appleapple jpmorgan bullish without ai1 year ago
Published January 8, 2024 by Philip Elmer-DeWitt

Morgan Stanley is getting more bullish on Apple

"2024 will be the year when Apple's 'Edge AI' opportunity likely comes to fruition, highlighted by an LLM-powered Siri 2.0." — Analyst Erik Woodring

Read More Morgan Stanley is getting more bullish on Apple

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Fairlead's Katie Stockton: 'We now have an oversold reading for Apple' (video)apple Fairlead stockton oversold1 year ago
Published January 8, 2024 by Philip Elmer-DeWitt

Fairlead's Katie Stockton: 'We now have an oversold reading for Apple' (video)

"With a little stabilization, I'd would actually feel confident adding on weakness." 

Read More Fairlead's Katie Stockton: 'We now have an oversold reading for Apple' (video)

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'The era of spacial computing has arrived' — Apple CEO Tim Cookapple vision pro february 21 year ago
Published January 8, 2024 by Philip Elmer-DeWitt

'The era of spacial computing has arrived' — Apple CEO Tim Cook

Apple's AR/VR headset, unveiled seven months ago, goes on sale the day after Apple's Q1 2024 earnings report.

Read More 'The era of spacial computing has arrived' — Apple CEO Tim Cook

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J.P. Morgan: Sees a P/E floor for Apple at 25apple jpmorgan pe floor1 year ago
Published January 8, 2024 by Philip Elmer-DeWitt

J.P. Morgan: Sees a P/E floor for Apple at 25

"While we expect a positive set up into earnings given recently peaking concerns, we see $165-$170 as a more attractive entry point for long-term investors." — Analyst Samik Chatterjee

Read More J.P. Morgan: Sees a P/E floor for Apple at 25

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Jefferies reports 30% one-week drop in China iPhone salesapple jefferies drop china1 year ago
Published January 8, 2024 by Philip Elmer-DeWitt

Jefferies reports 30% one-week drop in China iPhone sales

From Yelin Mo and Brenda Goh's "Apple iPhone sales in China fall 30% in first week of 2024 - Jefferies" posted Monday by Reuters.

Read More Jefferies reports 30% one-week drop in China iPhone sales

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Premarket: Apple was red, turned greenapple premarket mcintosh 6-26-251 year ago
Published January 8, 2024 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From CNBC's "Dow futures fall 200 points after Wall Street snaps 9-week winning streak, Boeing shares slide" posted early Monday.

Read More Premarket: Apple was red, turned green

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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
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  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
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