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Apple TV hikes ticket $2 to $14.99 per monthapple tv hiked price3 hours ago
Published August 29, 2026 by Philip Elmer-DeWitt

Apple TV hikes ticket $2 to $14.99 per month

"It’s the fourth price increase for Apple TV (formerly called Apple TV+) in four years."

Read More Apple TV hikes ticket $2 to $14.99 per month

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Jerry Doyle: The Street's Bull Case Is Converging Toward $400apple jerry doyle 40012 hours ago
Published August 28, 2026 by Philip Elmer-DeWitt

Jerry Doyle: The Street's Bull Case Is Converging Toward $400

"In three decades of investing in this company, I have never seen its prospects look brighter than they do today."

Read More Jerry Doyle: The Street's Bull Case Is Converging Toward $400

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Barron's: Nvidia's PE today is reminiscent of Apple's 20 years agoapple nvidia price earnings12 hours ago
Published August 28, 2026 by Philip Elmer-DeWitt

Barron's: Nvidia's PE today is reminiscent of Apple's 20 years ago

"For Nvidia, this past week might have been a turning point."

Read More Barron's: Nvidia's PE today is reminiscent of Apple's 20 years ago

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Thesis: AI hardware grows exponentially in two dimensions. Apple devices in only one.apple internet infrastructure exponential16 hours ago
Published August 28, 2026 by Philip Elmer-DeWitt

Thesis: AI hardware grows exponentially in two dimensions. Apple devices in only one.

"Edge devices were destined to stop compounding once penetration reached a certain level."

Read More Thesis: AI hardware grows exponentially in two dimensions. Apple devices in only one.

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Premarket: Apple is greenapple premarket green 8-28-2617 hours ago
Published August 28, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures are mixed as investors count down to Warsh’s Jackson Hole address" posted early Friday.

Read More Premarket: Apple is green

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Rotating out of Appleapple rotating nvidia ai1 day ago
Published August 27, 2026 by Philip Elmer-DeWitt

Rotating out of Apple

"Investors have frequently rotated from software into chips, and sometimes vice versa, this year. But with both sectors surging ahead of the open Thursday, the money has to be moved somewhere."

Read More Rotating out of Apple

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Apple dominated June quarter smartphone salesapple samsung counterpoint q220262 days ago
Published August 27, 2026 by Philip Elmer-DeWitt

Apple dominated June quarter smartphone sales

"Apple’s iPhone 17 was the world's best-selling smartphone in Q2 2026, capturing 6% of global smartphone unit sales."

Read More Apple dominated June quarter smartphone sales

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Evercore: 'The Little Mac That AI Can'apple evercore mac mini2 days ago
Published August 27, 2026 by Philip Elmer-DeWitt

Evercore: 'The Little Mac That AI Can'

"We view the new Mac mini as another example of Apple using its own silicon to push the Mac portfolio further into higher-value AI workflows." — Analyst Amit Daryanani

Read More Evercore: 'The Little Mac That AI Can'

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Apple event: Found in translationapple event translation2 days ago
Published August 27, 2026 by Philip Elmer-DeWitt

Apple event: Found in translation

"In the U.S. and several other countries, Apple used 'Surprise and Shine' as its tagline for the event, but in other countries, the tagline isn't a literal translation."

Read More Apple event: Found in translation

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Premarket: Apple is redapple premarket red 8-27-262 days ago
Published August 27, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Nasdaq futures jump as Nvidia earnings lift chip stocks" posted early Thursday.

Read More Premarket: Apple is red

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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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