"The US consumer electronics company’s rally has been driven as much by strong demand for its products as its decision to sit out the AI spending race that is sapping cash flows at big tech rivals."
Yahoo, TipRanks and Asymco's estimates.
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"We believe Apple’s user base is relatively price inelastic given brand stickiness, US carrier subsidies, and availability of recent low-cost product launches." — Analyst Michael Ng
"What we learned in 2000 is that you don’t lend to companies who buy your goods."
"Apple Intelligence was both the worst and best thing to happen to Apple as far as the AI bubble goes." — AI skeptic Ed Zitron From…
From "‘Fast Money’ traders talk Apple hitting new high ahead of earnings" which aired Monday on CNBC Pro.












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