Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
From "Global PC Shipments Rise 8.1% YoY in Q3 2025 as Windows 10 Sunset, Tariff Dynamics Spur Market Recovery" posted ...
"Combing through Apple’s quarterly filings in the last few years, I observed that Apple has indeed raised its manufacturing ...
"While we don't expect the market to look too far forward to the likely Spring 2026 Apple Intelligence re-launch and Fall ...
From a note to KeyBanc clients that landed on my desktop Tuesday.
"Apple is the only client that has so far kept its production forecast for its latest series... Our other smartphone clients all face some decline [in unit terms] for 2025." — Unidentified Apple suppl ...
From CNBC's "Our models continue to think Apple can go higher, says Intelligent Alpha's Doug Clinton," which aired Wednesday on CNBC.
From Adam Clark's "Apple Stock Gets an Upgrade. What the Numbers Say About iPhone 17 Sales." ($) posted Monday by Barron's.
From "Goldman Sachs, Wells Fargo lift price targets for Apple heading into iPhone maker’s earnings" ($) posted Tuesday by CNBC Pro.
From GuruFocus' "Apple Stock Reaches All-Time High on Strong iPhone 17 Sales" posted earlier Monday.
The clips that caught my eye. More as they come in.
From "Goldman Sachs, Wells Fargo lift price targets for Apple heading into iPhone maker’s earnings" ($) posted Tuesday by CNBC Pro.
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