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Look at the monthly peak Apple's iPhone just hit in Chinaapple iphone china best23 minutes ago
Published November 18, 2025 by Philip Elmer-DeWitt

Look at the monthly peak Apple's iPhone just hit in China

"It is the best ever start to a December quarter for Apple, with total sell-through far surpassing its previous peak in October 2021."

Read More Look at the monthly peak Apple's iPhone just hit in China

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One in four phones sold in China last month was an Apple iPhoneapple china 25 percent1 hour ago
Published November 18, 2025 by Philip Elmer-DeWitt

One in four phones sold in China last month was an Apple iPhone

"Apple last achieved this market share milestone in 2022 when competition in the premium segment was weaker."

Read More One in four phones sold in China last month was an Apple iPhone

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Premarket: Apple is greenapple premarket green 11-18-252 hours ago
Published November 18, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "US stock futures slip as rate-cut hopes fade, valuation worries persist" posted early Tuesday.

Read More Premarket: Apple is green

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Brian M: Why the hell does Apple...apple why hell memory15 hours ago
Published November 17, 2025 by Philip Elmer-DeWitt

Brian M: Why the hell does Apple...

Overcharge shamelessly for Mac memory upgrades?

Read More Brian M: Why the hell does Apple...

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WSJ: AI's blast radiusapple ai blast radius23 hours ago
Published November 17, 2025 by Philip Elmer-DeWitt

WSJ: AI's blast radius

"If the AI market blows up, the blast radius would be wide, hitting not only Wall Street firms, but also pensions, mutual and exchange-traded funds and individual investors."

Read More WSJ: AI's blast radius

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Look which billionaire AI tech bro sold Nvidia, kept Appleapple nvidia peter thiel24 hours ago
Published November 17, 2025 by Philip Elmer-DeWitt

Look which billionaire AI tech bro sold Nvidia, kept Apple

From Vlad Savov and Tom Metcalf's "Peter Thiel’s Fund Sold Off Entire Nvidia Stake Last Quarter" posted Monday by Bloomberg.

Read More Look which billionaire AI tech bro sold Nvidia, kept Apple

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Richard Windsor: Replacing Apple's MasterChefapple cook richard windsor1 day ago
Published November 17, 2025 by Philip Elmer-DeWitt

Richard Windsor: Replacing Apple's MasterChef

"If the replacement is internal, I will be worried about more-of-same which is not what I think this company needs."

Read More Richard Windsor: Replacing Apple's MasterChef

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Premarket: Apple is redapple premarket red 11-17-251 day ago
Published November 17, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "US stock futures rise as markets await Nvidia earnings, government data" posted early Monday.

Read More Premarket: Apple is red

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Still no Apple price target from KeyBancapple keybanc no pt2 days ago
Published November 17, 2025 by Philip Elmer-DeWitt

Still no Apple price target from KeyBanc

"With AAPL trading at ATH valuations, we'd be patient to look for a pullback to find a better entry." — Analyst Brandon Nispel

Read More Still no Apple price target from KeyBanc

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Do I have to post another Masimo vs. Apple item?apple masimo 21st item2 days ago
Published November 16, 2025 by Philip Elmer-DeWitt

Do I have to post another Masimo vs. Apple item?

I count 20 of them so far, plus an NPR interview. Enough is enough.

Read More Do I have to post another Masimo vs. Apple item?

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
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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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