"In essence, the Blue Wave causes Big Tech capex growth to peak in 2027 vs prior we forecast this to be 2028 or 2029 but it does not cancel Christmas and the AI Revolution will continue to happen, just at a slower rate."
Premarket: Apple is red
4 hours ago
4 hours agoFrom the Wall Street Journal's "AI Stocks Set to Stage Rebound After Brutal Week for Nasdaq" posted early Friday.
"The restrictions reflect a broader shift across the technology industry, where companies that initially encouraged widespread experimentation with AI are increasingly scrutinizing the costs."
Read More Mark Gurman: Apple curtails AI use by its engineers
"Sam Altman has a history of saying some pretty dumb things."
Read More Errol Brandt: Sam Altman says memory is wasted in your Apple devices
Premarket: Apple is green
1 day ago
1 day agoFrom CNBS's "Dow futures surge more than 300 points after monster postelection rally" posted early Thursday.
Along the way it touched $354.47, an all-time intraday high.
Apple price target changes
2 days ago
2 days agoThe Street's targets moved both ways after Apple's fiscal Q4 2026 results.
"Democrats will soon have oversight power. AI is in their crosshairs."
Premarket: Apple is green2 days ago
2 days agoFrom CNBC's "Dow futures rally 700 points as Democrats win big in midterms" posted early Wednesday.
"He spoke like a man glancing at the clock and wishing the minutes away."
Read More Bloomberg calls Apple's Ternus 'timid' and 'scripted'
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