From "Don't see AI having a big impact on Apple this year or next, says LightShed Partners' Walter Piecyk" which aired Tuesday on CNBC.
Read More Walter Piecyk is an iPhone supercycle skeptic (video)
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"Apple developing an internal [search engine] would mean lower revenue and higher expenses." — Analyst Samik Chatterjee
Read More J.P. Morgan: The Google judgement is going to cost Apple, one way or another
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.
Premarket: Apple is green
2 months ago
2 months agoFrom Reuters' "Nasdaq futures lead as AMD boosts chips before Fed verdict; Microsoft drops" posted early Wednesday.
Assembling iPhones in India set to get cheaper
2 months ago
2 months agoA 5% reduction in tax on the devices will result in a $35-50 million annual benefit to Apple.
Apple COO Jeff Williams spotted in China
2 months ago
2 months agoFrom William Gallagher's "Apple's Jeff Williams takes another secret overseas trip, this time to China" posted Tuesday by Apple Insider.
"There are dozens (maybe hundreds) of Fortune 500 CEOs asking tough questions this week to their COOs (or equivalent) regarding their companies’ tech footprint and strategy."
Read More Neil Cybart: Microsoft's fail could be Apple's win
"Bringing Apple Intelligence to China is going to be a marathon rather than a sprint."
Read More It may take a few quarters for Apple to crack the Chinese AI market
"Our survey data suggests that nearly 1⁄2 (46%) of users that aren’t on iPhone 15 generation are likely to upgrade to iPhone 16 to leverage the added functionality from Apple Intelligence." — Analyst Amit Daryanani
Read More Evercore sees multiyear double-digit revenue growth for Apple
"Our Buy rating reflects our view of AAPL’s ecosystem, on-device AI prospects, improving margin profile, and expanding addressable market." — Analyst Angelo Zino
Read More CFRA raises Apple target $20 to $260, sticks with Buy rating
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