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BofA sticks with its Buy rating for Apple and $380 targetbofa apple foldable walkup12 hours ago
Published September 8, 2026 by Philip Elmer-DeWitt

BofA sticks with its Buy rating for Apple and $380 target

"Media reports indicate that the foldable iPhone (likely named Fold or Ultra) will start at $2,099 for the base configuration, which would be Apple's most expensive…

Read More BofA sticks with its Buy rating for Apple and $380 target

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Mark Gurman: Tim Cook, not John Ternus, made the foldable iPhone happenapple foldable birkin gurman13 hours ago
Published September 8, 2026 by Philip Elmer-DeWitt

Mark Gurman: Tim Cook, not John Ternus, made the foldable iPhone happen

“Trust me, despite the high price, the foldable iPhone will be wildly successful.” — IDC's Nabila Popal

Read More Mark Gurman: Tim Cook, not John Ternus, made the foldable iPhone happen

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Needham: 'The Odds are 4 to 1 Against AAPL'apple needham martin hold15 hours ago
Published September 8, 2026 by Philip Elmer-DeWitt

Needham: 'The Odds are 4 to 1 Against AAPL'

"Since 1/1/25, capital allocation has been >4x higher to the AI-first mega-caps than it has been to AAPL." — Analyst Laura Martin

Read More Needham: 'The Odds are 4 to 1 Against AAPL'

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Premarket: Apple is redapple premarket red 9-8-2616 hours ago
Published September 8, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Dow Futures Slump as Middle East Fears Grip Markets" posted early Tuesday.

Read More Premarket: Apple is red

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Horace Dediu: How Apple finally won the enterprise buyer's heartapple enterprise horace dediu2 days ago
Published September 7, 2026 by Philip Elmer-DeWitt

Horace Dediu: How Apple finally won the enterprise buyer's heart

"Now that AI is becoming a new wave of software/service for Enterprises, Apple is surprisingly in the driver’s seat for being the best platform for deployment."

Read More Horace Dediu: How Apple finally won the enterprise buyer's heart

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U.S. markets are closed for Labor Dayapple labor day 20262 days ago
Published September 7, 2026 by Philip Elmer-DeWitt

U.S. markets are closed for Labor Day

But the Apple news flow never stops.

Read More U.S. markets are closed for Labor Day

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Mark Gurman: Behind Phil Schiller's exitapple schiller ternus cue2 days ago
Published September 6, 2026 by Philip Elmer-DeWitt

Mark Gurman: Behind Phil Schiller's exit

Unlike Luca Maestri, Phil Schiller "still had a real job."

Read More Mark Gurman: Behind Phil Schiller's exit

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The last meeting of Tim Cook's last day as Apple CEOapple cooks last meeting3 days ago
Published September 6, 2026 by Philip Elmer-DeWitt

The last meeting of Tim Cook's last day as Apple CEO

"It's just been an incredible journey. And I am full of gratitude."

Read More The last meeting of Tim Cook's last day as Apple CEO

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This week's Apple trading strategies (9/7-9/11/26)apple trading strategies 9-7-263 days ago
Published September 6, 2026 by Philip Elmer-DeWitt

This week's Apple trading strategies (9/7-9/11/26)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (9/7-9/11/26)

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The Financial Times profiles Apple new CEOapple ternus financial times3 days ago
Published September 5, 2026 by Philip Elmer-DeWitt

The Financial Times profiles Apple new CEO

“It was very obvious from the earliest days that John was super-talented” — Corning CEO Wendell Weeks

Read More The Financial Times profiles Apple new CEO

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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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Apple 2.0 Archives

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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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