"Apple’s key advantage in this future world is that iPhones already know everything about their users."
"We don't think Apple needs to win the frontier-model race to monetize AI but rather its edge is in distribution to a ~1.25B iPhone install base." — Analyst Amit Daryanani
Read More Evercore takes a deep dive into Apple Intelligence 2.0
UBS: No WWDC fireworks
3 months ago
3 months ago"We don’t expect the event to be a positive catalyst for the shares." — Analyst David Vogt
Goldman Sachs: What to expect at Apple's WWDC 26
4 months ago
4 months ago"The announcement of a new AI-enhanced Siri, controllable through voice or a new text-based interface, will be the key development in focus by investors." — Analyst Michael Ng
"Apple has been working to bring big AI smarts to the modest processing environment of a smartphone. Apple fans may not like the outcome, though."
Read More If Apple's AI needs its partners in the cloud, how private is it?
Mark Gurman: Artist's rendition of the new Siri
4 months ago
4 months ago"The images are based on information viewed by Bloomberg and people with knowledge of the company’s plans."
"Agentic AI shifts control from model to trusted endpoint." — Analyst Wamsi Mohan
Read More Why BofA Securities raised its Apple price target $50 to $380
"Apple will place tighter limits around how memory works, including restrictions on what information can persist and how long it can be retained."
Read More Mark Gurman: To protect your privacy, Siri 2.0 may forget what you asked
"If Apple wants to make a serious move in AI, this is the moment."
Read More Errol Brandt: WWDC26 will hinge on Apple's MLX framework (video)
Sam Altman is disappointed in Apple
4 months ago
4 months ago“We have done everything from a product perspective. They have not, and worse, they haven’t even made an honest effort.” — Unnamed OpenAI executive
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