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Apple's blowout Q1 2026: What the analysts are sayingapple q12026 analysts saying2 hours ago
Published January 30, 2026 by Philip Elmer-DeWitt

Apple's blowout Q1 2026: What the analysts are saying

Excerpts from the notes we've seen, including Morgan Stanley, Goldman Sachs, BofA and J.P. Morgan.

Read More Apple's blowout Q1 2026: What the analysts are saying

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Premarket: Apple was red, turned greenapple premarket green 1-30-264 hours ago
Published January 30, 2026 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From CNBC's "Stock futures are under pressure, follow gold and silver lower" posted early Friday.

Read More Premarket: Apple was red, turned green

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Apple blowout Q1 2026: What the talking heads are sayingApple q12026 talking heads16 hours ago
Published January 30, 2026 by Philip Elmer-DeWitt

Apple blowout Q1 2026: What the talking heads are saying

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

Read More Apple blowout Q1 2026: What the talking heads are saying

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Best and worst Apple analysts: Fiscal Q1 2026Image16 hours ago
Published January 29, 2026 by Philip Elmer-DeWitt

Best and worst Apple analysts: Fiscal Q1 2026

Once again, the independents clobbered the professionals.

Read More Best and worst Apple analysts: Fiscal Q1 2026

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Apple's blowout Q1 2026 in five easy chartsapple fq12026 easy pieces18 hours ago
Published January 29, 2026 by Philip Elmer-DeWitt

Apple's blowout Q1 2026 in five easy charts

Apple's revenue, earnings, Services and iPhone sales all grew double digits. China sales grew an astonishing 38%.

Read More Apple's blowout Q1 2026 in five easy charts

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Apple's 2nd largest acquisition is a startup with tech to read micro facial movementsapple acquires microfacial expressions20 hours ago
Published January 29, 2026 by Philip Elmer-DeWitt

Apple's 2nd largest acquisition is a startup with tech to read micro facial movements

Reuters reports that Q.ai’s founding team will join Apple, including CEO Aviad Maizels. If that name sounds familiar it’s because this is the second company Maizels has sold to Apple.

Read More Apple's 2nd largest acquisition is a startup with tech to read micro facial movements

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Has Cupertino turned into Redmond?apple microsoft quartz24 hours ago
Published January 29, 2026 by Philip Elmer-DeWitt

Has Cupertino turned into Redmond?

"Being boring is acceptable. Being irrelevant isn’t."

Read More Has Cupertino turned into Redmond?

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Apple Earnings Smackdown: Final estimates Q1 2026apple smackdown final q120261 day ago
Published January 29, 2026 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final estimates Q1 2026

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s September quarter results.

Read More Apple Earnings Smackdown: Final estimates Q1 2026

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Premarket: Apple is greenapple premarket green 1-29-261 day ago
Published January 29, 2026 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "US stock index futures edge up as markets digest Big Tech earnings" posted early Thursday.

Read More Premarket: Apple is green

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Did Ming-Chi Kuo take Apple shares down a peg?apple kuo memory margins2 days ago
Published January 28, 2026 by Philip Elmer-DeWitt

Did Ming-Chi Kuo take Apple shares down a peg?

Apple’s playbook is clear: use the market chaos to their advantage—secure the chips, absorb the costs, and grab more market share. They’ll make it back later on the services side.

Read More Did Ming-Chi Kuo take Apple shares down a peg?

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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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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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