"No huge surprises," he said of Apple's Glowtime event. "I think it was straight down the fairway."
Read More Goldman Sachs' Michael Ng is 'constructive' on Apple
From Ethan Wolff-Mann's "Apple picks the low-hanging fruit in iPhone unveil" posted Wednesday by Yahoo!Finance.
The clips that caught my eye. More as they come in.
Read More Apple's Glowtime: What the talking heads are saying
"AI hasn’t resonated yet with the masses." — BayState's Cliff Maldonado
Read More WSJ: 'Will artificial intelligence help Apple sell more iPhones?'
"As a latecomer to the A.I. party, Apple is in a position to take the technology mainstream — or sow fresh doubt about its viability if it doesn’t live up to expectations."
Read More NYT's Tripp Mickle on Apple, generative AI and the technology's viability
"It’s very likely that all of the iPhone 16 models will be able to run Apple Intelligence, which Apple is hoping will be a big upgrade driver."
Read More This year, non-Pro iPhones are invited to the party
An iPhone super cycle is "simply unlikely this year."
Read More Mark Gurman: 'Allow me to provide a dose of reality'
The clips that caught my eye. More as they come in.
Read More 'What to expect' at Apple's Glowtime event was a must-post video
"Apple and its golden iOS ecosystem hold the only keys to the castle of 2.2 billion iOS devices worldwide."
Read More Daniel Ives: On Monday Sep. 9, Apple will set off an AI tidal wave
"What we like is that it's a sustained business that pushes off a lot of cash flow without a lot of effort." — Winthrop's Adam Coons
Read More This portfolio manager likes Apple, but not Apple Intelligence (video)
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