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Evercore: How hyperscaler demand is disrupting Apple's precurement advantageapple evercore procurement strategies2 weeks ago
Published May 7, 2026 by Philip Elmer-DeWitt

Evercore: How hyperscaler demand is disrupting Apple's precurement advantage

"Key pillars to AAPL’s strategy included a) multi-year frameworks bundling volume bands; b) capacity prepayments; c) co-developed tooling; and d) embedded call/put optionality on volume." — Analyst Amit Daryanani

Read More Evercore: How hyperscaler demand is disrupting Apple's precurement advantage

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Counterpoint: Apple's iPhone 17 sweeps the March quarterapple iphone17 march sweep2 weeks ago
Published May 7, 2026 by Philip Elmer-DeWitt

Counterpoint: Apple's iPhone 17 sweeps the March quarter

apple iphone17 march sweep

Read More Counterpoint: Apple's iPhone 17 sweeps the March quarter

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Premarket: Apple was red, turned greenapple premarket green 5-11-262 weeks ago
Published May 7, 2026 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "S&P 500, Nasdaq Build on Record Highs as Earnings and Iran Hopes Continue to Boost Markets" posted early Thursday.

Read More Premarket: Apple was red, turned green

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Why Morgan Stanley raised its Apple target $15 to $330 (video)apple woodring target cnbcpro2 weeks ago
Published May 6, 2026 by Philip Elmer-DeWitt

Why Morgan Stanley raised its Apple target $15 to $330 (video)

"This was Apple execution to a T." — Analyst Erik Woodring

Read More Why Morgan Stanley raised its Apple target $15 to $330 (video)

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Cops use Apple Car Play to nab armed crypto thievesapple carplay crypto bust2 weeks ago
Published May 6, 2026 by Philip Elmer-DeWitt

Cops use Apple Car Play to nab armed crypto thieves

"One of the suspects had connected their iPhone to the Bluetooth system of their stolen getaway vehicle."

Read More Cops use Apple Car Play to nab armed crypto thieves

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Apple stopped buying its own shares for nearly two months last quarterapple bart yee buybacks2 weeks ago
Published May 6, 2026 by Philip Elmer-DeWitt

Apple stopped buying its own shares for nearly two months last quarter

Exclusive analysis from a friend-of-the-blog.

Read More Apple stopped buying its own shares for nearly two months last quarter

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Nearly half of all global smartphone revenue in the March quarter went to Appleapple revenue 48 counterpoint2 weeks ago
Published May 6, 2026 by Philip Elmer-DeWitt

Nearly half of all global smartphone revenue in the March quarter went to Apple

"Unlike its peers, Apple mostly maintained stable pricing despite rising BOM costs, reflecting its ability to absorb cost pressures and remain insulated from the memory crisis." — Counterpoint's Jeff Fieldhack

Read More Nearly half of all global smartphone revenue in the March quarter went to Apple

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In Siri settlement, Apple could pay iPhone owners up to $95 per deviceapple aisiri payout2 weeks ago
Published May 6, 2026 by Philip Elmer-DeWitt

In Siri settlement, Apple could pay iPhone owners up to $95 per device

The lawsuit claimed that in 2024 Apple "promoted AI capabilities that did not exist at the time, do not exist now, and will not exist for two or more years."

Read More In Siri settlement, Apple could pay iPhone owners up to $95 per device

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Premarket: Apple is redapple premarket red 5-20-262 weeks ago
Published May 6, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures rise on renewed hopes for Iran deal" posted early Wednesday.

Read More Premarket: Apple is red

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Bernstein raises its Apple target $10 to $350Apple bernstein newman 3502 weeks ago
Published May 5, 2026 by Philip Elmer-DeWitt

Bernstein raises its Apple target $10 to $350

Impressed by the Q2 FY26 print, top Bernstein analyst Mark Newman reiterated a Buy rating on Apple stock.

Read More Bernstein raises its Apple target $10 to $350

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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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