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Bubble warning: Bank downgrades all six FANMAG in one blowapple dotcom bubble FANMAG5 years ago
Published September 18, 2020 by Philip Elmer-DeWitt

Bubble warning: Bank downgrades all six FANMAG in one blow

From CNBC Pro's "Barclays says market valuations at dotcom bubble levels, downgrades large tech stocks" ($) posted Friday morning.

Read More Bubble warning: Bank downgrades all six FANMAG in one blow

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J.P. Morgan: Apple One will drive 'sizable revenue upside'apple jpmorgan fitness plus5 years ago
Published September 18, 2020 by Philip Elmer-DeWitt

J.P. Morgan: Apple One will drive 'sizable revenue upside'

Fitness+ may draw thousands of stand-alone subscribers, says analyst Samik Chatterjee, but Apple One will get millions. 

Read More J.P. Morgan: Apple One will drive 'sizable revenue upside'

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Premarket: Apple is greenapple premarket green 12-23-255 years ago
Published September 18, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

Quadruple witching day. Buckle your seatbelts.

Read More Premarket: Apple is green

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Jefferies hikes Apple target $18.75 to $135apple hike jefferies 2365 years ago
Published September 17, 2020 by Philip Elmer-DeWitt

Jefferies hikes Apple target $18.75 to $135

From a note to clients by analyst Kyle McNealy that landed on my desktop Thursday.

Read More Jefferies hikes Apple target $18.75 to $135

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Zuck disses Apple glasses at Oculus eventapple glasses facebook zuckerberg5 years ago
Published September 17, 2020 by Philip Elmer-DeWitt

Zuck disses Apple glasses at Oculus event

From "Mark Zuckerberg on why he doesn’t want to 'put an Apple Watch on your face,'" posted Wednesday on The Verge.

Read More Zuck disses Apple glasses at Oculus event

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Premarket: Apple is redapple premarket red 11-105 years ago
Published September 17, 2020 by Philip Elmer-DeWitt

Premarket: Apple is red

From wsj.com's "U.S. Stock Futures Fall as Fed Outlook Rattles Investors" posted early Thursday.

Read More Premarket: Apple is red

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Apple's cheekiest ad has gone viral (video)apple watch cheekiest ad5 years ago
Published September 16, 2020 by Philip Elmer-DeWitt

Apple's cheekiest ad has gone viral (video)

On YouTube, 5.9 million views and counting: "It already does that."

Read More Apple's cheekiest ad has gone viral (video)

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Apple's Time Flies: The word beyond the Streetapple time flies gruber thompson ritchie5 years ago
Published September 16, 2020 by Philip Elmer-DeWitt

Apple's Time Flies: The word beyond the Street

Excerpts of reactions from some of my favorite Apple watchers. Any I missed?

Read More Apple's Time Flies: The word beyond the Street

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Are Apple's bundles good for consumers? Shareholders? (video)apple bundles stern caso5 years ago
Published September 16, 2020 by Philip Elmer-DeWitt

Are Apple's bundles good for consumers? Shareholders? (video)

WSJ reviewer Joanna Stern and Raymond James analyst Chris Caso weighed the pros and cons on CNBC's Squawk Box Wednesday morning:

Read More Are Apple's bundles good for consumers? Shareholders? (video)

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Apple Watch Series 6 ordered today gets delivered in a monthApple watch delivery delays5 years ago
Published September 16, 2020 by Philip Elmer-DeWitt

Apple Watch Series 6 ordered today gets delivered in a month

Delivery of some popular Apple Watch SE configurations have been pushed forward to November.

Read More Apple Watch Series 6 ordered today gets delivered in a month

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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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