“Apple’s decision to stay out of the AI arms race seems like a smarter play today than it did six months ago." — Fort Pitt's Dan Eye
"Apple may be a de facto monopolist for most of the world, but in China the company is simply another smartphone vendor, and being simply another smartphone vendor is a hazardous place to be."
Read More Proof that the Chinese prefer to buy new iPhones that look different from the old
Ben Thompson: Apple's got the TSMC blues
12 hours ago
12 hours ago"Apple has been the king of the supply chain for so long now, it will be fascinating to see how the company handles having to fight for supply instead of dictating terms."
"While the game may still be going on and the home team may still be winning, the fans are leaving the arena. The cheering is dying down."
Read More Macalope: Now is the winter of our Apple discontent
Premarket: Apple is green
14 hours ago
14 hours agoFrom Barron's' "Stock Futures See-Saw in Volatile Trading After Brutal Tech Selloff. Gold Rallies." posted early Wednesday.
"The December quarter was a triumph for Apple’s established product differentiation through a unique software ecosystem, bolstered by robust hardware upgrades. Yes, it’s a familiar playbook, but no one executes it quite like Apple."
"One document appears to show that a couple of weeks after Sinofsky’s departure was announced, Epstein wrote to him saying Apple CEO Tim Cook was 'excited to meet.'”
Premarket: Apple is red
2 days ago
2 days agoFrom Reuters' "S&P, Nasdaq futures edge up as earnings deluge takes center stage" posted early Tuesday.
"Analyst upgrades and price target increases have fueled today’s gains, as firms reassess Apple’s outlook amid strong iPhone momentum, a China rebound, and AI ecosystem potential despite some margin pressures from rising memory costs."
"It does not take a genius to figure out that this model leaves no room for profit, paying back debt or equity investors."
Read More Richard Windsor: The GenAI business model is broken
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