Philip Elmer-DeWitt's - Apple 3.0

Evercore views Apple's Broadcom deal as 'strategically positive'
4:48pm By Philip Elmer-DeWitt via RSS
"We believe Apple is focusing on controlling more of its hardware stack, whether it be through its…

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Apple scores a 'staggering' 87 Emmy nominations
4:25pm By Philip Elmer-DeWitt via RSS
"The historic haul firmly places Apple TV as the third most-nominated network/platform of the year,…

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EU Court: Yes, Virginia. Apple is a gatekeeper
10:28am By Philip Elmer-DeWitt via RSS
From Foo Yun Chee's "Apple loses challenges against EU rules to curb Big Tech" posted Wednesday by…

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Josh Brown drinks the Apple Kool-Aid (video)
9:39am By Philip Elmer-DeWitt via RSS
"These are the charts that I personally live for."

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The days of the $99 smartphone are numbered
7:52am By Philip Elmer-DeWitt via RSS
"In 1Q26, memory costs already accounted for nearly 60% of the total BOM cost in smartphones priced…

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Premarket: Apple is red
6:12am By Philip Elmer-DeWitt via RSS
From Barron's' "Markets Dive After Trump Says Iran Cease-Fire Is Over" posted early Wednesday.

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Mark Gurman: What Apple needs from Broadcom and vice versa
Tue 2:31pm By Philip Elmer-DeWitt via RSS
"It's all about AI."

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How Apple hedges foreign exchange fluctuations
Tue 7:35am By Philip Elmer-DeWitt via RSS
"Apple’s corporate treasury utilizes a highly sophisticated, multi-billion-dollar derivative…

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J.P. Morgan raises Apple target $20 on price elasticity
Tue 6:57am By Philip Elmer-DeWitt via RSS
"We believe there are several drivers to lead the revenue and earnings outcomes to be much more…

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Premarket: Apple is green
Tue 6:13am By Philip Elmer-DeWitt via RSS
From Barron's' "Tech Stocks Drop as Investors Lock in Profit Amid AI Jitters" posted early Tuesday.

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Philip Elmer-DeWitt's - Apple 3.0 Actions

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