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March U.S. smartphone shipments got a tariff bumpapple march smartphone bump4 months ago
Published May 14, 2025 by Philip Elmer-DeWitt

March U.S. smartphone shipments got a tariff bump

"The increase in shipments in March and early April will help insulate Apple from potential immediate pricing impacts in the U.S. through mid-to-late summer."  Counterpoint analyst Gerrit Schneemann

Read More March U.S. smartphone shipments got a tariff bump

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Apple's biggest iPhone assembler saw March quarter profits jump 91%apple foxconn march profits4 months ago
Published May 14, 2025 by Philip Elmer-DeWitt

Apple's biggest iPhone assembler saw March quarter profits jump 91%

"We will take a more cautious view on the future outlook." Foxconn chairman Young Liu

Read More Apple's biggest iPhone assembler saw March quarter profits jump 91%

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Premarket: Apple is redapple premarket red 8-21-254 months ago
Published May 14, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stocks Set to Rise as Investors Weigh Up Inflation Data, Trump’s Middle-East Tour" posted early Wednesday.

Read More Premarket: Apple is red

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Apple is experimenting with a new user interfaceapple stentrobe brain interface4 months ago
Published May 13, 2025 by Philip Elmer-DeWitt

Apple is experimenting with a new user interface

"A stent-like device that is implanted in a vein atop the brain’s motor cortex."

Read More Apple is experimenting with a new user interface

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J.P. Morgan: Impact of the app store ruling will be 'modest at best'apple tax jpmorgam rogers4 months ago
Published May 13, 2025 by Philip Elmer-DeWitt

J.P. Morgan: Impact of the app store ruling will be 'modest at best'

"Our view remains that the IP value behind the App Store will have to be compensated." — Analyst Samik Chatterjee

Read More J.P. Morgan: Impact of the app store ruling will be 'modest at best'

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Mark Gurman: Apple sprinkles AI on iPhone battery managementapple sprinkle ai battery4 months ago
Published May 13, 2025 by Philip Elmer-DeWitt

Mark Gurman: Apple sprinkles AI on iPhone battery management

"The enhancement will analyze how a person uses their device and make adjustments to conserve energy."

Read More Mark Gurman: Apple sprinkles AI on iPhone battery management

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Legendary Goldman Sachs analyst has lost his enthusiam for Appleapple dan benton nathan4 months ago
Published May 13, 2025 by Philip Elmer-DeWitt

Legendary Goldman Sachs analyst has lost his enthusiam for Apple

From "Dan Benton's Rules For Tech Investing In 2025" posted Friday by Dan Nathan's Risk Reversal Media.

Read More Legendary Goldman Sachs analyst has lost his enthusiam for Apple

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Premarket: Apple is redapple premarket red 8-21-254 months ago
Published May 13, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures fall after big rally, key inflation report on deck" posted early Tuesday.

Read More Premarket: Apple is red

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Davidson: Apple is well set up for 2026apple davidson setup 20264 months ago
Published May 12, 2025 by Philip Elmer-DeWitt

Davidson: Apple is well set up for 2026

From "2025 will be a tricky year for Apple, but it's setup well for 2026, says D.A. Davidson's Gil Luria" which aired Monday on CNBC.

Read More Davidson: Apple is well set up for 2026

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Pope wears Apple Watchapple watch pope4 months ago
Published May 12, 2025 by Philip Elmer-DeWitt

Pope wears Apple Watch

From Alan Friedman's "The first American Pope could be the first to embrace wireless tech as he sports an Apple Watch" posted Saturday by Phone Arena.

Read More Pope wears Apple Watch

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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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