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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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BofA: Sweet trade-ins are a tailwind for the iPhone 18 Pro seriesapple iphone18 carrier tradein9 hours ago
Published September 18, 2026 by Philip Elmer-DeWitt

BofA: Sweet trade-ins are a tailwind for the iPhone 18 Pro series

"Trade-in requirements related to device conditions continue to remain lenient... Verizon accepts devices in any condition except devices with battery damage." — Analyst Wamsi Mohan

Read More BofA: Sweet trade-ins are a tailwind for the iPhone 18 Pro series

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Gene Munster: Apple splits the differenceapple munster split working16 hours ago
Published September 18, 2026 by Philip Elmer-DeWitt

Gene Munster: Apple splits the difference

"What stands out in these lead time numbers is that I would have expected them to be shorter this year."

Read More Gene Munster: Apple splits the difference

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Demand for Apple's Phone 18 Pros 'better than feared'apple demand iphone18 better17 hours ago
Published September 18, 2026 by Philip Elmer-DeWitt

Demand for Apple's Phone 18 Pros 'better than feared'

From Angela Palumbo's "iPhone 18 Pro Demand Might Be Stronger Than Expected, Which Is Good for Apple Stock" posted Friday by Barron's.

Read More Demand for Apple's Phone 18 Pros 'better than feared'

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First in line for the iPhone 18 in Melbourne (video)apple iphone18 lines17 hours ago
Published September 18, 2026 by Philip Elmer-DeWitt

First in line for the iPhone 18 in Melbourne (video)

From Lou Hartle's "The first iPhone 18 Pro preorders are reaching customers" posted Friday by AppleInsider.

Read More First in line for the iPhone 18 in Melbourne (video)

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Barron's: Apple's silicon strategy pays off in spadesapple silicon barrons leitao19 hours ago
Published September 18, 2026 by Philip Elmer-DeWitt

Barron's: Apple's silicon strategy pays off in spades

"This week’s release of iPhone 18 Pro and the A20 Pro chip inside of it, makes the advantages of Apple’s chip strategy as clear as day."

Read More Barron's: Apple's silicon strategy pays off in spades

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Evercore hikes its Apple target $15 to $380apple evercore hike 38019 hours ago
Published September 18, 2026 by Philip Elmer-DeWitt

Evercore hikes its Apple target $15 to $380

"Demand appears modestly ahead of last year and could support another leg of iPhone growth following an already strong upgrade cycle." — Analyst Amit Daryanani

Read More Evercore hikes its Apple target $15 to $380

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Premarket: Apple was green, turned redapple premarket green 9-18-2620 hours ago
Published September 18, 2026 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From the Wall St. Journal's "Nasdaq Heads for Weekly Gain as AI Stocks Surge" posted early Friday.

Read More Premarket: Apple was green, turned red

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Alan Kay: We may need a paradigm shift to reach AGIapple agi alan kay2 days ago
Published September 17, 2026 by Philip Elmer-DeWitt

Alan Kay: We may need a paradigm shift to reach AGI

The Xerox PARC alumnus, Turning Award winner and former Apple Fellow answers two questions about Artificial General Intelligence. 

Read More Alan Kay: We may need a paradigm shift to reach AGI

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Johanna Stern pokes the pickle to test Apple's battery claims (video)apple iphone18 battery pickle2 days ago
Published September 17, 2026 by Philip Elmer-DeWitt

Johanna Stern pokes the pickle to test Apple's battery claims (video)

"The question is whether 34 extra minutes — or 503 additional pickle pokes — is enough to justify buying a new phone?"

Read More Johanna Stern pokes the pickle to test Apple's battery claims (video)

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Premarket: Apple is greenapple premarket green 9-18-262 days ago
Published September 17, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall St. Journal's "Stock Futures Climb as Markets Retrace Post-Fed Moves" posted early Thursday.

Read More Premarket: Apple is green

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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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