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Mark Gurman: Apple is now a subscriptionapple gurman subscription upgrade5 hours ago
Published August 2, 2026 by Philip Elmer-DeWitt

Mark Gurman: Apple is now a subscription

"My initial impression is that Apple Upgrade could help power the company’s next trillion."

Read More Mark Gurman: Apple is now a subscription

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This week's Apple trading strategies (8/3-8/7/26)apple trading strategies 8-3-268 hours ago
Published August 2, 2026 by Philip Elmer-DeWitt

This week's Apple trading strategies (8/3-8/7/26)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (8/3-8/7/26)

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NYT: The day Trump put Larry Ellison in charge of AIapple ellison ai bubble1 day ago
Published August 1, 2026 by Philip Elmer-DeWitt

NYT: The day Trump put Larry Ellison in charge of AI

"For Ellison, it was the capstone of a mad two-year scramble to transform Oracle into an A.I. juggernaut."

Read More NYT: The day Trump put Larry Ellison in charge of AI

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The AI burn rate is making Washington nervousapple ai burn washington1 day ago
Published August 1, 2026 by Philip Elmer-DeWitt

The AI burn rate is making Washington nervous

“This AI thing better work out because if it doesn’t ... we’re going to have a problem.” — Apollo Global Management's Torsten Slok

Read More The AI burn rate is making Washington nervous

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Saturday Apple video: Wall St. Journal (Get a Mac 2006)apple saturday video wsj1 day ago
Published August 1, 2026 by Philip Elmer-DeWitt

Saturday Apple video: Wall St. Journal (Get a Mac 2006)

"Oh it's a review of you... Apparently you are the finest desktop PC on the market at any price."

Read More Saturday Apple video: Wall St. Journal (Get a Mac 2006)

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WSJ: Apple gave $25 million for Trump's ballroomapple ballroom 25 million2 days ago
Published August 1, 2026 by Philip Elmer-DeWitt

WSJ: Apple gave $25 million for Trump's ballroom

Among the reported donors for various Trump projects: Softbank ($50 million), Meta ($32 million), Microsoft ($10 million), Amazon ($5 million).

Read More WSJ: Apple gave $25 million for Trump's ballroom

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Apple's mixed Q3 2026: What the analysts are sayingapple q32026 analysts saying2 days ago
Published July 31, 2026 by Philip Elmer-DeWitt

Apple's mixed Q3 2026: What the analysts are saying

Excerpts from the notes that caught my eye. More as they come in.

Read More Apple's mixed Q3 2026: What the analysts are saying

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Apple's mixed Q3 2026: What the talking heads are sayingapple q32026 talking heads2 days ago
Published July 31, 2026 by Philip Elmer-DeWitt

Apple's mixed Q3 2026: What the talking heads are saying

The videos that caught my eye. More as they come in.

Read More Apple's mixed Q3 2026: What the talking heads are saying

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Premarket: Apple is redapple premarket red 7-31-262 days ago
Published July 31, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Jump as Tech Rally Shrugs Off Apple Earnings" posted early Friday.

Read More Premarket: Apple is red

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Best and worst Apple analysts: Fiscal Q3 20263 days ago
Published July 31, 2026 by Philip Elmer-DeWitt

Best and worst Apple analysts: Fiscal Q3 2026

The independents this quarter gave a drubbing to the handful of professional analysts who are still willing to play.

Read More Best and worst Apple analysts: Fiscal Q3 2026

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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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