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Dance of the $T megacapsmegacaps google apple amazon elephants6 years ago
Published September 12, 2019 by Philip Elmer-DeWitt

Dance of the $T megacaps

Only these three have ever reached a $1 trillion valuation.

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Apple's iPhone 11 event: What the analysts are sayingapple iphone 11 event analysts saying6 years ago
Published September 11, 2019 by Philip Elmer-DeWitt

Apple's iPhone 11 event: What the analysts are saying

Excerpts from the notes I've seen. More as they come in.

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Apple 9/10/19 Event: Live from the leather couchapple special event 9-10-196 years ago
Published September 10, 2019 by Philip Elmer-DeWitt

Apple 9/10/19 Event: Live from the leather couch

With checklist in hand, looking for rumors confirmed and out-and-out surprises.

Read More Apple 9/10/19 Event: Live from the leather couch

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New iPhones today!buy rumor sell news apple6 years ago
Published September 10, 2019 by Philip Elmer-DeWitt

New iPhones today!

So why is Apple down in pre-market trading?

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Evercore: Five levers that could lift Apple above flat iPhone salesapple daryanani levers elephant6 years ago
Published September 9, 2019 by Philip Elmer-DeWitt

Evercore: Five levers that could lift Apple above flat iPhone sales

From a note to clients by analyst Amit Daryanani that landed on my desktop Sunday.

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WSJ: AirPods are hot, but Consumer Reports says...apple airpods wsj consumer reports6 years ago
Published September 9, 2019 by Philip Elmer-DeWitt

WSJ: AirPods are hot, but Consumer Reports says...

Apple, according to the Wall Street Journal, will have to "fight hard for every sale." Really? From Dan Gallagher's "Apple Needs to Keep Accessorizing" ($) in…

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Apple's one more thing: We can dream, can't we?apple suprises tuesday6 years ago
Published September 8, 2019 by Philip Elmer-DeWitt

Apple's one more thing: We can dream, can't we?

Looking for a reason to be disappointed?

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This week's Apple trading strategies (9/9-9/13)apple trading strategies 9-96 years ago
Published September 8, 2019 by Philip Elmer-DeWitt

This week's Apple trading strategies (9/9-9/13)

Apple's Sept. 10 "By Innovation Only" event edition.

Read More This week's Apple trading strategies (9/9-9/13)

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Long lines in Tokyo for the world's biggest Apple Store (video)Biggest apple store crowds tokyo6 years ago
Published September 7, 2019 by Philip Elmer-DeWitt

Long lines in Tokyo for the world's biggest Apple Store (video)

Apple can still draw the multitudes.

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Morgan Stanley: Most investors on sidelines ahead of Apple eventapple investors sidelines morgan stanley6 years ago
Published September 7, 2019 by Philip Elmer-DeWitt

Morgan Stanley: Most investors on sidelines ahead of Apple event

Plus: Analyst Katy Huberty's bull- and bear-base estimates, per reader requests.

Read More Morgan Stanley: Most investors on sidelines ahead of Apple event

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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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