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Second-guessing Apple on the front page of the New York Timesapple NYT front page3 years ago
Published November 8, 2022 by Philip Elmer-DeWitt

Second-guessing Apple on the front page of the New York Times

"If Tim Cook understands the risks..." -- Chinese supply-chain expert Sen. Marco Rubio

Read More Second-guessing Apple on the front page of the New York Times

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Premarket: Apple is greenapple premarket green 7-1-253 years ago
Published November 8, 2022 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures nudge higher as Wall Street awaits U.S. midterm elections" posted early Tuesday: Stock futures were slighter higher Tuesday morning evening following a…

Read More Premarket: Apple is green

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Apple's rare warning: What the analysts are sayingapple iphone warning analysts3 years ago
Published November 7, 2022 by Philip Elmer-DeWitt

Apple's rare warning: What the analysts are saying

"An absolute gut punch for Apple in its most important holiday quarter." -- Wedbush's Daniel Ives

Read More Apple's rare warning: What the analysts are saying

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Last hope for Apple antitrustapple antitrust biden lifeline3 years ago
Published November 7, 2022 by Philip Elmer-DeWitt

Last hope for Apple antitrust

Throwing Klobuchar a lame-duck life line.

Read More Last hope for Apple antitrust

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Bloomberg: 3 million fewer iPhones this Christmasapple 3 million fewer iPhones3 years ago
Published November 7, 2022 by Philip Elmer-DeWitt

Bloomberg: 3 million fewer iPhones this Christmas

From Debby Wu and Takashi Mochizuki's "Apple Trims New iPhone Output by 3 Million Units as Demand Cools" updated Monday.

Read More Bloomberg: 3 million fewer iPhones this Christmas

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China lockdown: Goldman Sachs sees light at the end of the tunnelapple goldman china light tunnel3 years ago
Published November 7, 2022 by Philip Elmer-DeWitt

China lockdown: Goldman Sachs sees light at the end of the tunnel

From John Cheng's "China Stocks May Rally 20% on a Full Reopening, Goldman Says" posted Sunday on the Bloomberg.

Read More China lockdown: Goldman Sachs sees light at the end of the tunnel

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J.P.Morgan: Thoughts on Apple's rare iPhone supply warningApple jpmorgan better 2453 years ago
Published November 7, 2022 by Philip Elmer-DeWitt

J.P.Morgan: Thoughts on Apple's rare iPhone supply warning

"Consumer willingness to wait for high-end iPhone deliveries limits demand destruction." -- Analyst Samik Chatterjee

Read More J.P.Morgan: Thoughts on Apple's rare iPhone supply warning

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Premarket: Apple is redapple premarket red 6-20-253 years ago
Published November 7, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's "Dow Futures Rise with Midterms, Inflation Data in Focus" posted early Monday.

Read More Premarket: Apple is red

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Apple warns that iPhone 14 Pro customers will have to wait a little longerapple chinese army veterans3 years ago
Published November 7, 2022 by Philip Elmer-DeWitt

Apple warns that iPhone 14 Pro customers will have to wait a little longer

COVID restrictions at Foxconn's Zhengzhou assembly factory have cut shipments "significantly."

Read More Apple warns that iPhone 14 Pro customers will have to wait a little longer

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Mark Gurman: The next step in Apple’s ad bizapple Gurman ad biz3 years ago
Published November 6, 2022 by Philip Elmer-DeWitt

Mark Gurman: The next step in Apple’s ad biz

From Gurman's Power On column, posted Sunday to Bloomberg Technology subscribers.

Read More Mark Gurman: The next step in Apple’s ad biz

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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 ($)
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