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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Premarket: Apple is greenapple premarket green 12-23-253 months ago
Published September 22, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Farron's' "Stock Futures Drop as Markets Focus on Fed Speakers to Bolster Rate-Cut Hopes" posted early Monday.

Read More Premarket: Apple is green

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Mark Gurman: Sitting out the AI race may have been Apple's smartest moveapple gurman iphone17 ai3 months ago
Published September 21, 2025 by Philip Elmer-DeWitt

Mark Gurman: Sitting out the AI race may have been Apple's smartest move

"Foundation models are becoming commoditized, and Apple is better off letting AI mature into table-stakes technology before rejoining the fray — something that almost assuredly needs to happen for next year’s updates."

Read More Mark Gurman: Sitting out the AI race may have been Apple's smartest move

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Wedbush raises its Apple target $40 to $310apple loop raise 3253 months ago
Published September 21, 2025 by Philip Elmer-DeWitt

Wedbush raises its Apple target $40 to $310

The Street is clearly underestimating this iPhone cycle in our view and its a Ryder Cup Bethpage moment for Cook and Cupertino after a few years of disappointing growth years. — Analyst Daniel Ives

Read More Wedbush raises its Apple target $40 to $310

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This week's Apple trading strategies (9/22-9/26/25)apple trading strategies 9-22-253 months ago
Published September 21, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (9/22-9/26/25)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (9/22-9/26/25)

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The Information: Apple asked Luxshare to hike daily iPhone 17 production by 40%apple luxshare iphone173 months ago
Published September 20, 2025 by Philip Elmer-DeWitt

The Information: Apple asked Luxshare to hike daily iPhone 17 production by 40%

"The company also told a supplier of non-electrical parts for that model to increase its daily output by roughly 30%, according to an employee at that firm."

Read More The Information: Apple asked Luxshare to hike daily iPhone 17 production by 40%

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Om Malik: In awe of Apple Siliconapple silicon moat om3 months ago
Published September 20, 2025 by Philip Elmer-DeWitt

Om Malik: In awe of Apple Silicon

"Mad science and crazy cutting-edge engineering are Apple’s actual moat."

Read More Om Malik: In awe of Apple Silicon

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Alex Kantrowitz: What the long iPhone 17 lines say about Apple Intelligenceapple kantrowitz iphone17 ai3 months ago
Published September 20, 2025 by Philip Elmer-DeWitt

Alex Kantrowitz: What the long iPhone 17 lines say about Apple Intelligence

"We are going back to the roots of Apple. They are an excellent phone maker."

Read More Alex Kantrowitz: What the long iPhone 17 lines say about Apple Intelligence

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Saturday Apple video: The Ultimate Pro (iPhone 17 Pro)apple saturday video cinematic3 months ago
Published September 20, 2025 by Philip Elmer-DeWitt

Saturday Apple video: The Ultimate Pro (iPhone 17 Pro)

"iPhone 17 Pro is loaded with the most cinematic camera we’ve ever made." 

Read More Saturday Apple video: The Ultimate Pro (iPhone 17 Pro)

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Two out of three Fast Money traders don't get Appleapple fast money iphone173 months ago
Published September 19, 2025 by Philip Elmer-DeWitt

Two out of three Fast Money traders don't get Apple

"You need actually a reason to reach out and buy this one instead of the market broadly, and I don't see that." — YieldMax's Mike Khouw

Read More Two out of three Fast Money traders don't get Apple

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Poaching Apple engineers to build Jony Ive's AI deviceapple openai poaching engineers3 months ago
Published September 19, 2025 by Philip Elmer-DeWitt

Poaching Apple engineers to build Jony Ive's AI device

"To say OpenAI still has a lot to prove in hardware would be a dramatic understatement."

Read More Poaching Apple engineers to build Jony Ive's AI device

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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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