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BofA: Record (and lenient) carrier trade-ins are a tailwind for Appleapple tailwind bofa carriers17 hours ago
Published October 30, 2026 by Philip Elmer-DeWitt

BofA: Record (and lenient) carrier trade-ins are a tailwind for Apple

"Customers must subscribe to higher-tier unlimited plans that carry higher monthly service revenue than entry-level offerings." — Analyst Wamsi Mohan

Read More BofA: Record (and lenient) carrier trade-ins are a tailwind for Apple

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Apple secretly buys an agentapple acquires agentic platform18 hours ago
Published October 30, 2026 by Philip Elmer-DeWitt

Apple secretly buys an agent

"The acquisition occurred in June and continues a trend of recent small-scale acquisitions by Apple."

Read More Apple secretly buys an agent

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Evercore expects Apple to beat its conservative guidanceApple evercore beat guidance20 hours ago
Published October 30, 2026 by Philip Elmer-DeWitt

Evercore expects Apple to beat its conservative guidance

"We see ASPs being the bigger upside lever." — Analyst Amit Daryanani

Read More Evercore expects Apple to beat its conservative guidance

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Premarket: Apple is redapple premarket red 10-30-2622 hours ago
Published October 30, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal's "AI Selloff Deepens, Oil Jumps and Crypto Falls" posted early Friday.

Read More Premarket: Apple is red

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Apple touches 351.43, closes at $348.91, a record highapple touches 351 3482 days ago
Published October 29, 2026 by Philip Elmer-DeWitt

Apple touches 351.43, closes at $348.91, a record high

From AAPLInvestors' Terry Gregory, keeper of the stats.

Read More Apple touches 351.43, closes at $348.91, a record high

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Apple's John Ternus talks touchscreen Mac (with product video)apple touchscreen mac ternus2 days ago
Published October 29, 2026 by Philip Elmer-DeWitt

Apple's John Ternus talks touchscreen Mac (with product video)

“The Mac is first and foremost an indirect input device, built around the trackpad and keyboard. But I think there’s times when it’s comfortable and handy to have touch.”

Read More Apple's John Ternus talks touchscreen Mac (with product video)

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Premarket: Apple is greenapple premarket green 10-29-262 days ago
Published October 29, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Nasdaq-100 futures fall 1% as Alphabet shares sell off after earnings" posted early Thursday.

Read More Premarket: Apple is green

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Nvidia and Apple are the only Mag 7s outperforming the S&P 500apple mag7 outlier3 days ago
Published October 28, 2026 by Philip Elmer-DeWitt

Nvidia and Apple are the only Mag 7s outperforming the S&P 500

"Apple illustrates how investors’ assessment of AI exposure has shifted."

Read More Nvidia and Apple are the only Mag 7s outperforming the S&P 500

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Monness, Crespi, Hardt hikes Apple target $20 to $355apple mooness hike 3553 days ago
Published October 28, 2026 by Philip Elmer-DeWitt

Monness, Crespi, Hardt hikes Apple target $20 to $355

"In our view, Apple is innovating with industry-leading products and ramping Apple Intelligence; however, supply constraints persist and the macro remains treacherous." — Analyst Brian White

Read More Monness, Crespi, Hardt hikes Apple target $20 to $355

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Daniel Ives: The Ternus cadence continuesapple yorkville ives cadence3 days ago
Published October 28, 2026 by Philip Elmer-DeWitt

Daniel Ives: The Ternus cadence continues

"In our view the read is less about one laptop than about the cadence Ternus is setting: a steady stream of silicon-led hardware refreshes that push AI into the installed base ahead of the holiday quarter."

Read More Daniel Ives: The Ternus cadence continues

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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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