Philip Elmer-DeWitt's - Apple 3.0

BofA sticks with its Buy rating for Apple and $380 target
10:01am By Philip Elmer-DeWitt via RSS
"Media reports indicate that the foldable iPhone (likely named Fold or Ultra) will start at $2,099…

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Mark Gurman: Tim Cook, not John Ternus, made the foldable iPhone happen
9:25am By Philip Elmer-DeWitt via RSS
“Trust me, despite the high price, the foldable iPhone will be wildly successful.” — IDC's Nabila…

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Needham: 'The Odds are 4 to 1 Against AAPL'
7:33am By Philip Elmer-DeWitt via RSS
"Since 1/1/25, capital allocation has been >4x higher to the AI-first mega-caps than it has been to…

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Premarket: Apple is red
6:42am By Philip Elmer-DeWitt via RSS
From Barron's' "Dow Futures Slump as Middle East Fears Grip Markets" posted early Tuesday.

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Horace Dediu: How Apple finally won the enterprise buyer's heart
Mon 9:31am By Philip Elmer-DeWitt via RSS
"Now that AI is becoming a new wave of software/service for Enterprises, Apple is surprisingly in…

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U.S. markets are closed for Labor Day
Mon 7:33am By Philip Elmer-DeWitt via RSS
But the Apple news flow never stops.

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Mark Gurman: Behind Phil Schiller's exit
Sun 12:40pm By Philip Elmer-DeWitt via RSS
Unlike Luca Maestri, Phil Schiller "still had a real job."

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The last meeting of Tim Cook's last day as Apple CEO
Sun 8:49am By Philip Elmer-DeWitt via RSS
"It's just been an incredible journey. And I am full of gratitude."

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This week's Apple trading strategies (9/7-9/11/26)
Sun 7:52am By Philip Elmer-DeWitt via RSS
A place for Apple traders and investors to share their best ideas.

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The Financial Times profiles Apple new CEO
Sat 2:45pm By Philip Elmer-DeWitt via RSS
“It was very obvious from the earliest days that John was super-talented” — Corning CEO Wendell…

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