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Larry Ellison's AI meltdownapple ellison AI meldown2 months ago
Published April 2, 2026 by Philip Elmer-DeWitt

Larry Ellison's AI meltdown

"After raising $50 billion in debt and equity in early 2026, Oracle has found banks are no longer willing to finance AI data center buildouts."

Read More Larry Ellison's AI meltdown

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Apple at 50: A roundupapple 50 birthday roundup2 months ago
Published April 2, 2026 by Philip Elmer-DeWitt

Apple at 50: A roundup

Rather than add to the flood, I'm posting links to some of my favorites.

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Premarket: Apple is redapple premarket red 6-3-262 months ago
Published April 2, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Dow Dives, Stock Futures Slump as Trump's Iran Address Rattles the Market" posted early Thursday.

Read More Premarket: Apple is red

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The price of an Apple 3.0 subscription has changedapple yearly subscription 2552 months ago
Published April 2, 2026 by Philip Elmer-DeWitt

The price of an Apple 3.0 subscription has changed

Shares closed today, April 1, 2026, at $255.63.

Read More The price of an Apple 3.0 subscription has changed

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Paul McCartney at Apple's 50th (video mix)apple 50 paul mccartney2 months ago
Published April 1, 2026 by Philip Elmer-DeWitt

Paul McCartney at Apple's 50th (video mix)

From "Let It Be, Live and Let Die, Hey Jude - Apple 50th Anniversary Party" posted Wednesday.

Read More Paul McCartney at Apple's 50th (video mix)

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Five motherboards for Apple's 50th (video)apple don donofrio motherboards2 months ago
Published April 1, 2026 by Philip Elmer-DeWitt

Five motherboards for Apple's 50th (video)

A chip-filled labor of love by friend-of-the-blog Don Donofrio.

Read More Five motherboards for Apple's 50th (video)

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Apple 2027 price target contest: No more betsapple target contest final 20272 months ago
Published April 1, 2026 by Philip Elmer-DeWitt

Apple 2027 price target contest: No more bets

The targets for 2027's April Fools Day are set. One year from today Apple will close at $317 a share, says the wisdom of this crowd. 

Read More Apple 2027 price target contest: No more bets

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Premarket: Apple is greenapple premarket green 5-26-262 months ago
Published April 1, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal's "Dow Futures Rise on Hopes for Quick End to War" posted early Wednesday.

Read More Premarket: Apple is green

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A particularly clueless 'Apple at 50' articleapple 50 barrons clueless2 months ago
Published March 31, 2026 by Philip Elmer-DeWitt

A particularly clueless 'Apple at 50' article

"The tech giant needs to expand outside of that pattern to prove to Wall Street it can continue to be a dominate tech force—and a solid tech investment—for the next several decades."

Read More A particularly clueless 'Apple at 50' article

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Horace Dediu: How Apple's free cash flow is unique2 months ago
Published March 31, 2026 by Philip Elmer-DeWitt

Horace Dediu: How Apple's free cash flow is unique

"By this measure, Apple looks to be not only reasonably valued but the only company among the largest companies that is normally valued."

Read More Horace Dediu: How Apple's free cash flow is unique

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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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