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The cost of leaving the garden of Appleapple velvet chains tommo5 months ago
Published July 28, 2025 by Philip Elmer-DeWitt

The cost of leaving the garden of Apple

"Welcome to the Apple Walled Garden: privacy, security, and seamless continuity, in exchange for a little thing called control." — Tommo_UK

Read More The cost of leaving the garden of Apple

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J.P. Morgan: Cost to Apple from DOJ vs. Google less than fearedapple doj google jpmorgan5 months ago
Published July 28, 2025 by Philip Elmer-DeWitt

J.P. Morgan: Cost to Apple from DOJ vs. Google less than feared

"We see an opportunity for a potential middle ground." — Analyst Samik Chatterjee

Read More J.P. Morgan: Cost to Apple from DOJ vs. Google less than feared

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Gene Munster: Apple has found a bottom in its recent iPhone softnessapple munster q3 walkup5 months ago
Published July 28, 2025 by Philip Elmer-DeWitt

Gene Munster: Apple has found a bottom in its recent iPhone softness

"The bottom line is iPhone is the most important part of the business, and results have been lumpy over the past couple of years."

Read More Gene Munster: Apple has found a bottom in its recent iPhone softness

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Premarket: Apple is greenapple premarket green 11-28-255 months ago
Published July 28, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal’s "Dow Futures Rise After Trump Strikes EU Deal" posted early Monday.

Read More Premarket: Apple is green

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This week's Apple trading strategies (7/28-8/1/25)apple trading strategies 7-28-255 months ago
Published July 27, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (7/28-8/1/25)

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

Read More This week's Apple trading strategies (7/28-8/1/25)

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How Apple's new COO accumulated $220 million worth of sharesapple Sabih Khan rsus5 months ago
Published July 26, 2025 by Philip Elmer-DeWitt

How Apple's new COO accumulated $220 million worth of shares

He earned every one of those restricted stock units before he was promoted to Jeff Williams's old job.

Read More How Apple's new COO accumulated $220 million worth of shares

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Saturday Apple video: The rise and fall of Scott ForstallApple saturday video forstall5 months ago
Published July 26, 2025 by Philip Elmer-DeWitt

Saturday Apple video: The rise and fall of Scott Forstall

He led the teams that created Safari, iOS and the iPhone SDK. Apple Maps was his undoing.

Read More Saturday Apple video: The rise and fall of Scott Forstall

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Needham's Laura Martin: Apple needs a GenAI strategy — and fastapple martin genai strategy5 months ago
Published July 25, 2025 by Philip Elmer-DeWitt

Needham's Laura Martin: Apple needs a GenAI strategy — and fast

From "Apple can't play on the sidelines in AI race, says Needham's Laura Martin" which aired Friday on CNBC.

Read More Needham's Laura Martin: Apple needs a GenAI strategy — and fast

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Trump vs. Fed Chair (video)apple trump powell video5 months ago
Published July 25, 2025 by Philip Elmer-DeWitt

Trump vs. Fed Chair (video)

From Colby Smith's "Trump Spars With Powell Over Fed’s Costly Renovations in Rare Visit" in Friday's New York Times.

Read More Trump vs. Fed Chair (video)

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J.P. Morgan is sticking with its $250 Apple targetapple jpmorgan chatterjee q320255 months ago
Published July 25, 2025 by Philip Elmer-DeWitt

J.P. Morgan is sticking with its $250 Apple target

"The setup for AAPL shares on a near-term basis is better than imagined." — Analyst Samik Chatterjee

Read More J.P. Morgan is sticking with its $250 Apple target

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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

  • 2015
  • 2014
  • 2013 and earlier

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  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
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  • Deagol's AAPL Model
  • MacDailyNews
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  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

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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