"We view conversational AI with context and privacy as key to monetization of the installed base of Apple devices over time." — Analyst Wamsi Mohan
Read More BofA takes a deep dive into Apple services in the Apple Intelligence era
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"Samsung might be able to crow about this report’s market share IF it’s right, but it’s losing the revenue (and profits) battle big time."
Read More Headscratching after report that Samsung outsells Apple in the U.S.
Premarket: Apple is green
3 months ago
3 months agoFrom Barron's' "Stock Futures Are Falling as Inflation Fears Simmer Ahead of PCE Data, Presidential Debate" posted early Thursday.
Premarket: Apple is green3 months ago
3 months agoFrom CNBC's "Stock futures climb after S&P 500 ends 3-day decline" posted early Wednesday.
genAI: Burning coal and smoking hopium
3 months ago
3 months ago"Microsoft is betting on an effort to generate power from atomic fusion — the collision of atoms that powers the sun — a breakthrough that has eluded scientists for the past century. Physicists predict it will elude Microsoft, too."
"I ultimately believe that Apple is in a great position in terms of where they're at with regulators."
Read More Gene Munster: Ignore the Apple-vs.-EU headlines (video)
"I think in this case they are probably making a good point." — Joe Lonsdale
Read More Palantir co-founder: The EU is right to go after Apple
WSJ: The EU has put a target on Tim Cook's back
3 months ago
3 months ago"The charges cement Apple as the tech company EU regulators are targeting the most aggressively under the new law."
And the Street is just starting to get it.
Read More Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution
"The company should abandon the idea that people are going to fall in love with third-party apps (something that hasn’t happened with the watch or Apple TV) or that the Vision Pro needs to be a full-fledged computer."
Read More Mark Gurman: Apple's goggle group is still growing
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