Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
Daniel Ives: Bullish on Apple despite tariff black cloudapple wedbush q22025 clouds10 months ago
Published April 28, 2025 by Philip Elmer-DeWitt

Daniel Ives: Bullish on Apple despite tariff black cloud

"Tariff uncertainty is the black cloud overhang on the tech sector with semis and Apple in the eye of the Category 5 storm on this trade war with China."

Read More Daniel Ives: Bullish on Apple despite tariff black cloud

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

19 Comments

Apple still bruised by Trump tariffs (video)apple ives snowball video10 months ago
Published April 15, 2025 by Philip Elmer-DeWitt

Apple still bruised by Trump tariffs (video)

"We've already set in motion a snowball that's going downhill, and that's the economy." — Wedbush's Daniel Ives.

Read More Apple still bruised by Trump tariffs (video)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

5 Comments

Tariff reprieve: What the Apple analysts are sayingapple tariff reprieve analysts10 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

Tariff reprieve: What the Apple analysts are saying

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

Read More Tariff reprieve: What the Apple analysts are saying

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

12 Comments

Daniel Ives: 'China holds a lot of cards in this game of poker'apple china tariff poker10 months ago
Published April 11, 2025 by Philip Elmer-DeWitt

Daniel Ives: 'China holds a lot of cards in this game of poker'

"No US tech company is more negatively impacted by these tariffs than Apple."

Read More Daniel Ives: 'China holds a lot of cards in this game of poker'

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

24 Comments

Comedian Jon Stewart discovers Daniel Ivesapple daniel ives jon stewart11 months ago
Published April 8, 2025 by Philip Elmer-DeWitt

Comedian Jon Stewart discovers Daniel Ives

"Who wears a Hawaiian shirt to an Armageddon?"

Read More Comedian Jon Stewart discovers Daniel Ives

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

9 Comments

Wedbush slashes its Apple target $75 to $250apple wedbush Ives towel11 months ago
Published April 6, 2025 by Philip Elmer-DeWitt

Wedbush slashes its Apple target $75 to $250

Daniel Ives — the Street's biggest tech bull — has thrown in the towel.

Read More Wedbush slashes its Apple target $75 to $250

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

45 Comments

Wedbush's Daniel Ives: 'Economic armageddon' ahead if Trump tariffs stickapple wedbush armageddon ives11 months ago
Published April 4, 2025 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: 'Economic armageddon' ahead if Trump tariffs stick

"If you want a $3,500 iPhone, we should make it in the U.S. If you want it for $1,000 you keep it in China."

Read More Wedbush's Daniel Ives: 'Economic armageddon' ahead if Trump tariffs stick

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

5 Comments

Daniel Ives: This is a 'brand tornado crisis moment' for Elon Musk's Teslaapple tariff tornado wedbush11 months ago
Published April 2, 2025 by Philip Elmer-DeWitt

Daniel Ives: This is a 'brand tornado crisis moment' for Elon Musk's Tesla

"The Street and us knew a bad 1Q was coming but this was even worse than expected."

Read More Daniel Ives: This is a 'brand tornado crisis moment' for Elon Musk's Tesla

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

23 Comments

She halved her Apple holdings in December amid iPhone AI supercycle hypeapple supercycle talkington video11 months ago
Published March 21, 2025 by Philip Elmer-DeWitt

She halved her Apple holdings in December amid iPhone AI supercycle hype

From "Apple has a trojan horse in Siri, but it's still in the barn, says Requisite’s Bryn Talkington" which aired Thursday on CNBC.

Read More She halved her Apple holdings in December amid iPhone AI supercycle hype

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

29 Comments

Wedbush sticks with its Street-high $325 Apple targetapple 2026 wedbush ives11 months ago
Published March 14, 2025 by Philip Elmer-DeWitt

Wedbush sticks with its Street-high $325 Apple target

"While we get the disappointment from investors and this was not an ideal rollout for Apple Intelligence, we believe this sell-off is way overdone." — Analyst Daniel Ives

Read More Wedbush sticks with its Street-high $325 Apple target

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

7 Comments

Posts pagination

Previous 1 … 3 4 5 … 30 Next
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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

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
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt