"I don't think we're going to hear a ton about AI." — Toni Sacconaghi
Read More Look who CNBC brought on for its Apple WWDC walkup
“We believe that, for this stock to work, it must have the catalyst of an iPhone replacement cycle, which we do not foresee in the next 12 months.” — Needham’s Laura Martin.
Read More WSJ: Heading into WWDC, AI may be the least of Apple's worries
"Of course, Apple is late to AI, but they are essentially a toll collector on its unmatched global ecosystem."
Read More Apple bull Daniel Ives heads to WWDC with a $270 target
KeyBanc: iPhone panic buying continues
1 month ago
1 month ago"Our Key First Look Data reflects outsized y/y iPhone sales growth (+20% y/y) for the second month in a row, due to continued panic buying ahead of tariff- related price pricing concerns." — Analyst John Vinh
"What jumps out to me is that Apple has a more advanced cloud-based LLM that is rumored to be 150 billion parameters. This would be comparable to ChatGPT-4o, which is impressive and would mark about a 50x increase in model size."
Read More Gene Munster: Apple has a couple years to get AI right
"AAPL believes that it “makes its own weather." — Analyst Laura Martin
"Although the denial of a stay is a headwind for Apple, we continue to believe the magnitude of impact is likely to be materially lower than currently being feared by investors." — Analyst Samik Chatterjee
Read More J.P. Morgan: 'Only modest headwinds' from denial of Apple's Epic appeal
"There will also likely be some other minor AI announcements, but nothing that will change the popular narrative that 'Apple is behind on AI.' We continue to think this narrative underestimates Apple’s strategy." — Analyst Amit Daryanani
"Revenue from the US market was up 10%, the highest growth rate since January." — Analyst Amit Daryanani
Read More Evercore: No Epic effect on Apple's App Store — yet
"We see multiple avenues for revenue and margin growth." — Analyst Wamsi Mohan
Read More BofA sticks with Buy rating and $235 Apple price target
2 Comments