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The WSJ posts scary walkup to Apple's Q4 earnings reportapple wsj scary walkup2 years ago
Published October 31, 2023 by Philip Elmer-DeWitt

The WSJ posts scary walkup to Apple's Q4 earnings report

"Winter has come early for Apple, and it might last a while."

Read More The WSJ posts scary walkup to Apple's Q4 earnings report

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Why Morgan Stanley is tactically cautious about Apple (video)apple woodring q42023 cnbc2 years ago
Published October 31, 2023 by Philip Elmer-DeWitt

Why Morgan Stanley is tactically cautious about Apple (video)

"This is very reminiscent of the iPhone 13 cycle." — Analyst Erik Woodring

Read More Why Morgan Stanley is tactically cautious about Apple (video)

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How Berkshire Hathaway first picked Appleapple berkshire munger2 years ago
Published October 31, 2023 by Philip Elmer-DeWitt

How Berkshire Hathaway first picked Apple

"We couldn't find anything else. It got cheap -- 10 times earnings." — Charlie Munger

Read More How Berkshire Hathaway first picked Apple

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Apple's 'Scary Fast' Mac event: What the analysts are saying (includes videos)apple scary fast analysts2 years ago
Published October 31, 2023 by Philip Elmer-DeWitt

Apple's 'Scary Fast' Mac event: What the analysts are saying (includes videos)

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

Read More Apple's 'Scary Fast' Mac event: What the analysts are saying (includes videos)

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Premarket: Apple is redapple premarket red 8-21-252 years ago
Published October 31, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Mixed After Strong Rebound" posted early Tuesday.

Read More Premarket: Apple is red

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Virtually live from Apple's 'Scary Fast' eventapple scary fast live2 years ago
Published October 30, 2023 by Philip Elmer-DeWitt

Virtually live from Apple's 'Scary Fast' event

New, speedier Macs are expected to be unveiled at Apple's first pre-Halloween event.

Read More Virtually live from Apple's 'Scary Fast' event

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Mac descending a staircaseapple mac descending staircase2 years ago
Published October 30, 2023 by Philip Elmer-DeWitt

Mac descending a staircase

"Mac sales may have increased six-fold over the past two decades, but Apple’s total sales increased almost 50-fold over the same period."

Read More Mac descending a staircase

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Oppenheimer cuts Apple target $20 to $200apple bofa cut 2502 years ago
Published October 30, 2023 by Philip Elmer-DeWitt

Oppenheimer cuts Apple target $20 to $200

"Longer term, we see tremendous value in the Apple ecosystem and its ability to monetize its user base." — Analyst Martin Yang

Read More Oppenheimer cuts Apple target $20 to $200

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Apple Event Bingo: Scary Fastapple scary fast bingo2 years ago
Published October 30, 2023 by Philip Elmer-DeWitt

Apple Event Bingo: Scary Fast

"On Halloween eve, in the pale, eerie light, new Apple products shine, a wicked delight."

Read More Apple Event Bingo: Scary Fast

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Morgan Stanley: Apple to post accelerating Services and record gross marginsapple accelerate morgan stanley2 years ago
Published October 30, 2023 by Philip Elmer-DeWitt

Morgan Stanley: Apple to post accelerating Services and record gross margins

"However, we are more cautious on the December quarter... and believe Apple will guide to a revenue range that is both below normal seasonality and Consensus expectations." — Analyst Eric Woodring

Read More Morgan Stanley: Apple to post accelerating Services and record gross margins

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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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