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Counterpoint: iPhone sales in China grew 32% y-o-y in June quarterApple china sales counterpoint5 years ago
Published July 27, 2020 by Philip Elmer-DeWitt

Counterpoint: iPhone sales in China grew 32% y-o-y in June quarter

This despite the fact that one in three smartphones sold in China that quarter were 5G, which Apple doesn't yet make.

Read More Counterpoint: iPhone sales in China grew 32% y-o-y in June quarter

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Tech stocks will move higher this week, predicts Wedbush's Daniel Ivesapple wedbush big week5 years ago
Published July 27, 2020 by Philip Elmer-DeWitt

Tech stocks will move higher this week, predicts Wedbush's Daniel Ives

Ives sees Apple as sitting on the cusp of a 5G super cycle.

Read More Tech stocks will move higher this week, predicts Wedbush's Daniel Ives

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Apple: Cowen reiterates its $400 price targetapple cowen sankar 4005 years ago
Published July 27, 2020 by Philip Elmer-DeWitt

Apple: Cowen reiterates its $400 price target

From analyst Krish Sankar's Apple Investment Thesis; We rate AAPL Outperform given: (1) Services is a LT investable theme growing at an 18% revenue CAGR (FY18-21E)…

Read More Apple: Cowen reiterates its $400 price target

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J.P. Morgan raises Apple target $60 to $425apple barclays 187 poker5 years ago
Published July 27, 2020 by Philip Elmer-DeWitt

J.P. Morgan raises Apple target $60 to $425

But following a 26% rise over the past three months, analyst Samik Chatterjee has taken Apple off J.P. Morgan's "Analyst Focus List." 

Read More J.P. Morgan raises Apple target $60 to $425

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Neil Cybart: 'From where does Apple's ecosystem derive its power?'apple apple cybart ecosystem experiences5 years ago
Published July 27, 2020 by Philip Elmer-DeWitt

Neil Cybart: 'From where does Apple's ecosystem derive its power?'

Apple isn't just selling devices or services, says Cybart, it's selling user experiences.

Read More Neil Cybart: 'From where does Apple's ecosystem derive its power?'

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Premarket: Apple is greenapple premarket green 8-35 years ago
Published July 27, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

Apple is due.

Read More Premarket: Apple is green

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Gene Munster: Apple's June quarter results will be messyApple Gene Munster messy5 years ago
Published July 27, 2020 by Philip Elmer-DeWitt

Gene Munster: Apple's June quarter results will be messy

Apple will miss the Street's estimates on Thursday, Munster predicts, but should come out of the "National Pandemic Adjustment Period" stronger than ever. From a note…

Read More Gene Munster: Apple's June quarter results will be messy

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Apple's income is 5X Amazon's. Why are their valuations nearly equal?apple amazon valuations munster5 years ago
Published July 27, 2020 by Philip Elmer-DeWitt

Apple's income is 5X Amazon's. Why are their valuations nearly equal?

Loup Ventures’ Gene Munster tackles one of Big Tech’s enduring mysteries.

Read More Apple's income is 5X Amazon's. Why are their valuations nearly equal?

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Regulating Silicon Valley: The view from 10,000 feetApple regulation benedict evans5 years ago
Published July 26, 2020 by Philip Elmer-DeWitt

Regulating Silicon Valley: The view from 10,000 feet

Bottom line: It's complicated.

Read More Regulating Silicon Valley: The view from 10,000 feet

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This week's Apple trading strategies (7/27-7/31)apple trading strategies 7-275 years ago
Published July 26, 2020 by Philip Elmer-DeWitt

This week's Apple trading strategies (7/27-7/31)

A place for Apple traders and investors to share their best ideas—Q3 2020 earnings edition. For those who missed it, here are CNBC's Halftime Report traders…

Read More This week's Apple trading strategies (7/27-7/31)

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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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