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Ternus as Apple CEO: What the talking heads are sayingapple ternus talking heads14 hours ago
Published April 22, 2026 by Philip Elmer-DeWitt

Ternus as Apple CEO: What the talking heads are saying

Video hits that caught my eye. More as they come in.

Read More Ternus as Apple CEO: What the talking heads are saying

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Barron's is bullish on Ternusapple barrons ternus bullish20 hours ago
Published April 22, 2026 by Philip Elmer-DeWitt

Barron's is bullish on Ternus

"That Jobsian dedication to detail is back atop Apple."

Read More Barron's is bullish on Ternus

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In theory, Apple's market share should grow with the rise in memory costsapple alchain allen theorem21 hours ago
Published April 22, 2026 by Philip Elmer-DeWitt

In theory, Apple's market share should grow with the rise in memory costs

In conclusion, I'm upgrading Apple to a strong buy, as I see the shortage in memory could catalyze the growth of the product segment. 

Read More In theory, Apple's market share should grow with the rise in memory costs

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WSJ: Tim Cook turned Steve Jobs' Apple into an empireapple wsj cook empire23 hours ago
Published April 22, 2026 by Philip Elmer-DeWitt

WSJ: Tim Cook turned Steve Jobs' Apple into an empire

"No product this century has been more revolutionary than Apple’s iPhone, which under Cook has grown so powerful and ubiquitous that it has become a new lobe of the human brain."

Read More WSJ: Tim Cook turned Steve Jobs' Apple into an empire

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J.P. Morgan: Apple will beat its own bullish guidance next weekapple jpmorgan beat q2202623 hours ago
Published April 22, 2026 by Philip Elmer-DeWitt

J.P. Morgan: Apple will beat its own bullish guidance next week

"Our expectations for March-Q (F2Q) earnings include beats on revenue relative to the telegraphed outlook, helped by both better demand for iPhones... as well as better demand for Macs." — Analyst Samik Chatterjee

Read More J.P. Morgan: Apple will beat its own bullish guidance next week

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Premarket: Apple is greenapple premarket green 4-22-261 day ago
Published April 22, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Markets Rebound After Trump Extends Iran Cease-Fire. Stock Futures Pop." posted early Wednesday.

Read More Premarket: Apple is green

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Trump on Tim Appleapple cook trump transition2 days ago
Published April 21, 2026 by Philip Elmer-DeWitt

Trump on Tim Apple

"I was very impressed with myself to have the head of Apple calling to 'kiss my ass.'”

Read More Trump on Tim Apple

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Horace Dediu imagines Apple after John Ternusapple turnus dediu shoes2 days ago
Published April 21, 2026 by Philip Elmer-DeWitt

Horace Dediu imagines Apple after John Ternus

"Apple incoming CEO faces a defining challenge: Fixing the company’s Services dependence."

Read More Horace Dediu imagines Apple after John Ternus

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Apple's John Ternus gave Penn Engineering's 2024 commencement addressapple ternus penn commencement2 days ago
Published April 21, 2026 by Philip Elmer-DeWitt

Apple's John Ternus gave Penn Engineering's 2024 commencement address

"Do what Steve Jobs once said and go out and make a dent in the universe."

Read More Apple's John Ternus gave Penn Engineering's 2024 commencement address

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Ben Thompson: Thoughts on Tim Cook's tenure as Apple CEOapple thompson cook tenure2 days ago
Published April 21, 2026 by Philip Elmer-DeWitt

Ben Thompson: Thoughts on Tim Cook's tenure as Apple CEO

"Timing played a major role in making Cook arguably the greatest non-founder CEO of all time."

Read More Ben Thompson: Thoughts on Tim Cook's tenure as Apple 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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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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