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Premarket: Apple is redapple premarket red 8-21-254 months ago
Published May 20, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "US stock futures edge down ahead of commentary from Fed officials" posted early Tuesday.

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Morgan Stanley: The gap has narrowed, but Apple remains underownedapple woodring institutional gap4 months ago
Published May 19, 2025 by Philip Elmer-DeWitt

Morgan Stanley: The gap has narrowed, but Apple remains underowned

"With Apple Intelligence execution offering an upside optionality for an acceleration of replacement cycles, we believe Apple will benefit from a multi-year iPhone refresh in the coming years." — Analyst Erik Woodring

Read More Morgan Stanley: The gap has narrowed, but Apple remains underowned

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Mark Gurman: Giants created by Apple have come back to bite itapple app store giants4 months ago
Published May 19, 2025 by Philip Elmer-DeWitt

Mark Gurman: Giants created by Apple have come back to bite it

"Companies like Uber Technologies Inc., Snap Inc., Meta Platforms Inc., Bumble Inc. and Spotify Technology SA only exist at the scale they do today because of the App Store."

Read More Mark Gurman: Giants created by Apple have come back to bite it

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Apple AI in 5,600 wordsapple ai businessweek4 months ago
Published May 19, 2025 by Philip Elmer-DeWitt

Apple AI in 5,600 words

“This is a crisis,” says a senior member of Apple’s AI team.

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Morgan Stanley: Buy the dipapple buy dip wilson4 months ago
Published May 19, 2025 by Philip Elmer-DeWitt

Morgan Stanley: Buy the dip

"The probability that the market looks through such weakness and deems it temporary just went up because of the trade agreement with China." — Chief Investment Officer Michael Wilson.

Read More Morgan Stanley: Buy the dip

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Premarket: Apple is redapple premarket red 8-21-254 months ago
Published May 19, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Dow futures drop 300 points as U.S. debt downgrade highlights deficit risk" posted early Monday.

Read More Premarket: Apple is red

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Evercore's Amit Daryanani takes a deep dive into Apple's antitrust risksapple evercore antitrust deep dive4 months ago
Published May 18, 2025 by Philip Elmer-DeWitt

Evercore's Amit Daryanani takes a deep dive into Apple's antitrust risks

Bull case (Apple wins everything): $300. Bear case (loses everything): $144. 

Read More Evercore's Amit Daryanani takes a deep dive into Apple's antitrust risks

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From icon to afterthought: Is Jobs’ legacy being airbrushed away?apple airbrushed jobs Tommo4 months ago
Published May 18, 2025 by Philip Elmer-DeWitt

From icon to afterthought: Is Jobs’ legacy being airbrushed away?

An ode to Steve from Tommo_UK that landed — unbidden — on my desktop Sunday.

Read More From icon to afterthought: Is Jobs’ legacy being airbrushed away?

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This week's Apple trading strategies (5/19-5/23/25)apple trading strategies 5-19-254 months ago
Published May 18, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (5/19-5/23/25)

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

Read More This week's Apple trading strategies (5/19-5/23/25)

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Look who's trying to block Apple's partnerships with Chinese AIapple alibaba block china4 months ago
Published May 17, 2025 by Philip Elmer-DeWitt

Look who's trying to block Apple's partnerships with Chinese AI

There is concern in Washington that an Apple deal with Alibaba would set a problematic precedent.

Read More Look who's trying to block Apple's partnerships with Chinese AI

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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.]

Apple 3.0 Archives

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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