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The tragedy of Tim Cook4 months ago
Published April 23, 2026 by Philip Elmer-DeWitt

The tragedy of Tim Cook

From Nitrozac and Snaggy's "An Epic Tale" posted Thursday by Joy of Tech.

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Premarket: Apple was red, turned greenapple premarket red 8-20-264 months ago
Published April 23, 2026 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Markets Dive From Record Highs Amid Fresh Iran Tensions. Stock Futures Drop." posted early Thursday.

Read More Premarket: Apple was red, turned green

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Ternus as Apple CEO: What the talking heads are sayingapple ternus talking heads4 months ago
Published April 22, 2026 by Philip Elmer-DeWitt

Ternus as Apple CEO: What the talking heads are saying

Video hits that caught my eye. More as they come in.

Read More Ternus as Apple CEO: What the talking heads are saying

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Barron's is bullish on Ternusapple barrons ternus bullish4 months ago
Published April 22, 2026 by Philip Elmer-DeWitt

Barron's is bullish on Ternus

"That Jobsian dedication to detail is back atop Apple."

Read More Barron's is bullish on Ternus

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In theory, Apple's market share should grow with the rise in memory costsapple alchain allen theorem4 months ago
Published April 22, 2026 by Philip Elmer-DeWitt

In theory, Apple's market share should grow with the rise in memory costs

In conclusion, I'm upgrading Apple to a strong buy, as I see the shortage in memory could catalyze the growth of the product segment. 

Read More In theory, Apple's market share should grow with the rise in memory costs

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WSJ: Tim Cook turned Steve Jobs' Apple into an empireapple wsj cook empire4 months ago
Published April 22, 2026 by Philip Elmer-DeWitt

WSJ: Tim Cook turned Steve Jobs' Apple into an empire

"No product this century has been more revolutionary than Apple’s iPhone, which under Cook has grown so powerful and ubiquitous that it has become a new lobe of the human brain."

Read More WSJ: Tim Cook turned Steve Jobs' Apple into an empire

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J.P. Morgan: Apple will beat its own bullish guidance next weekapple jpmorgan wwdc walkup4 months ago
Published April 22, 2026 by Philip Elmer-DeWitt

J.P. Morgan: Apple will beat its own bullish guidance next week

"Our expectations for March-Q (F2Q) earnings include beats on revenue relative to the telegraphed outlook, helped by both better demand for iPhones... as well as better demand for Macs." — Analyst Samik Chatterjee

Read More J.P. Morgan: Apple will beat its own bullish guidance next week

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Premarket: Apple is greenapple premarket green 8-18-264 months ago
Published April 22, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Markets Rebound After Trump Extends Iran Cease-Fire. Stock Futures Pop." posted early Wednesday.

Read More Premarket: Apple is green

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Trump on Tim Appleapple cook trump transition4 months ago
Published April 21, 2026 by Philip Elmer-DeWitt

Trump on Tim Apple

"I was very impressed with myself to have the head of Apple calling to 'kiss my ass.'”

Read More Trump on Tim Apple

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Horace Dediu imagines Apple after John Ternusapple turnus dediu shoes4 months ago
Published April 21, 2026 by Philip Elmer-DeWitt

Horace Dediu imagines Apple after John Ternus

"Apple incoming CEO faces a defining challenge: Fixing the company’s Services dependence."

Read More Horace Dediu imagines Apple after John Ternus

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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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  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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