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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Report: Trump will bring Apple's Tim Cook to China next weekapple trump cook china16 hours ago
Published May 7, 2026 by Philip Elmer-DeWitt

Report: Trump will bring Apple's Tim Cook to China next week

"The president himself is stoking corporate FOMO with offhand comments to executives he’s met recently, suggesting he’ll see them in Beijing."

Read More Report: Trump will bring Apple's Tim Cook to China next week

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Apple shares break $290 for a new record highapple record high 19019 hours ago
Published May 7, 2026 by Philip Elmer-DeWitt

Apple shares break $290 for a new record high

There’s a lot riding on this upcoming WWDC. Apple can’t afford to disappoint.

Read More Apple shares break $290 for a new record high

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In the U.S., Apple's newest iPhones took all the top spotsapple iphone17 cirp record21 hours ago
Published May 7, 2026 by Philip Elmer-DeWitt

In the U.S., Apple's newest iPhones took all the top spots

From Michael Levin and Josh Lowitz' "82% of Newly Sold iPhones are Current Models - That’s a Record" posted Wednesday by Consumer Intelligence Research Partners.

Read More In the U.S., Apple's newest iPhones took all the top spots

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Evercore: How hyperscaler demand is disrupting Apple's precurement advantageapple evercore procurement strategies22 hours ago
Published May 7, 2026 by Philip Elmer-DeWitt

Evercore: How hyperscaler demand is disrupting Apple's precurement advantage

"Key pillars to AAPL’s strategy included a) multi-year frameworks bundling volume bands; b) capacity prepayments; c) co-developed tooling; and d) embedded call/put optionality on volume." — Analyst Amit Daryanani

Read More Evercore: How hyperscaler demand is disrupting Apple's precurement advantage

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Counterpoint: Apple's iPhone 17 sweeps the March quarterapple iphone17 march sweep23 hours ago
Published May 7, 2026 by Philip Elmer-DeWitt

Counterpoint: Apple's iPhone 17 sweeps the March quarter

apple iphone17 march sweep

Read More Counterpoint: Apple's iPhone 17 sweeps the March quarter

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Premarket: Apple was red, turned greenapple premarket red 5-7-2624 hours ago
Published May 7, 2026 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "S&P 500, Nasdaq Build on Record Highs as Earnings and Iran Hopes Continue to Boost Markets" posted early Thursday.

Read More Premarket: Apple was red, turned green

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Why Morgan Stanley raised its Apple target $15 to $330 (video)apple woodring target cnbcpro2 days ago
Published May 6, 2026 by Philip Elmer-DeWitt

Why Morgan Stanley raised its Apple target $15 to $330 (video)

"This was Apple execution to a T." — Analyst Erik Woodring

Read More Why Morgan Stanley raised its Apple target $15 to $330 (video)

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Cops use Apple Car Play to nab armed crypto thievesapple carplay crypto bust2 days ago
Published May 6, 2026 by Philip Elmer-DeWitt

Cops use Apple Car Play to nab armed crypto thieves

"One of the suspects had connected their iPhone to the Bluetooth system of their stolen getaway vehicle."

Read More Cops use Apple Car Play to nab armed crypto thieves

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Apple stopped buying its own shares for nearly two months last quarterapple bart yee buybacks2 days ago
Published May 6, 2026 by Philip Elmer-DeWitt

Apple stopped buying its own shares for nearly two months last quarter

Exclusive analysis from a friend-of-the-blog.

Read More Apple stopped buying its own shares for nearly two months last quarter

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Nearly half of all global smartphone revenue in the March quarter went to Appleapple revenue 48 counterpoint2 days ago
Published May 6, 2026 by Philip Elmer-DeWitt

Nearly half of all global smartphone revenue in the March quarter went to Apple

"Unlike its peers, Apple mostly maintained stable pricing despite rising BOM costs, reflecting its ability to absorb cost pressures and remain insulated from the memory crisis." — Counterpoint's Jeff Fieldhack

Read More Nearly half of all global smartphone revenue in the March quarter went to Apple

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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

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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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