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Morgan Stanley: Apple Car is most formidable Tesla bear case in some timeapple tesla shorts morgan stanley5 years ago
Published December 23, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Apple Car is most formidable Tesla bear case in some time

From a note to clients by analyst Adam Jonas that landed on my desktop Tuesday.

Read More Morgan Stanley: Apple Car is most formidable Tesla bear case in some time

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Elon Musk tried to sell Tesla to Appleapple tesla musk cook5 years ago
Published December 22, 2020 by Philip Elmer-DeWitt

Elon Musk tried to sell Tesla to Apple

According to Musk, Tim Cook refused to take the meeting.

Read More Elon Musk tried to sell Tesla to Apple

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Apple's PE ratio cracks 40 on Reuters' Apple car reportapple car pe 405 years ago
Published December 22, 2020 by Philip Elmer-DeWitt

Apple's PE ratio cracks 40 on Reuters' Apple car report

This is only the second time in a decade.

Read More Apple's PE ratio cracks 40 on Reuters' Apple car report

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Rumor: Apple has nearly cornered the market for TSMC's best chipsapple tsmc corner market5 years ago
Published December 22, 2020 by Philip Elmer-DeWitt

Rumor: Apple has nearly cornered the market for TSMC's best chips

From Wccftech's "Apple Has Secured 80 Percent of TSMC’s 5nm Production Capacity for 2021" posted Monday.

Read More Rumor: Apple has nearly cornered the market for TSMC's best chips

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Gene Munster: Would Apple build a product that kills?apple car crash munster5 years ago
Published December 22, 2020 by Philip Elmer-DeWitt

Gene Munster: Would Apple build a product that kills?

From a note to Loup Venture subscribers that landed on my desktop late Monday.

Read More Gene Munster: Would Apple build a product that kills?

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Evercore: Why would Apple enter a low-margin business like building cars?apple car rumor daryanani5 years ago
Published December 22, 2020 by Philip Elmer-DeWitt

Evercore: Why would Apple enter a low-margin business like building cars?

From a note to clients by Amit Daryanani that landed on my desktop late Monday.

Read More Evercore: Why would Apple enter a low-margin business like building cars?

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Premarket: Apple is greenapple premarket green 12-23-255 years ago
Published December 22, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

From the wsj's "U.S. Stock Futures Waver as Markets Pause" posted early Tuesday: U.S. stock futures wobbled Tuesday as investors took stock of elevated Covid-19 infection…

Read More Premarket: Apple is green

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Morgan Stanley: Six thoughts about the new Apple car rumorsapple car rumors morgan stanley5 years ago
Published December 22, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Six thoughts about the new Apple car rumors

From a note to clients by Adam Jones that landed on my desktop Monday.

Read More Morgan Stanley: Six thoughts about the new Apple car rumors

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Guess which 5G iPhone was Apple's bestseller in Octoberapple iphone bestseller counterpoint5 years ago
Published December 21, 2020 by Philip Elmer-DeWitt

Guess which 5G iPhone was Apple's bestseller in October

If you thought it was the model with the longest wait times you, would have been wrong.

Read More Guess which 5G iPhone was Apple's bestseller in October

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Apple store closings are spreading like, well, a virusapple store closings December5 years ago
Published December 21, 2020 by Philip Elmer-DeWitt

Apple store closings are spreading like, well, a virus

From Erik Savitz' "Apple Closes About 80 Stores Due To Rising Covid-19 Cases" posted Sunday by Barron's.

Read More Apple store closings are spreading like, well, a virus

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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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