"You want to fade the AI? You done? Then buy Apple."
Read More Jim Cramer: Apple will be the beneficiary of the hyperscaler's investments in AI
Currently, nearly all GenAI chatbots are designed to keep interactions going for as long as possible. In improv circles, it's called "yes, and..."-ing, and it's a…
Read More 42 AGs warn Apple and 12 others against letting chatbots generate 'delusional material'
“It is remarkable how they have kept their heads and are in control of spending, when all of their peers have gone the other direction.” — Needham's John Barr
Read More Wall Street thinks Apple's AI strategy looks smart — for now
Evercore hikes its Apple target $25 to $325
2 weeks ago
2 weeks ago"Siri 2.0 – This Time It’s Real." — Analyst Amit Daryanani
"Roughly a dozen other top AI researchers have left the organization, which is suffering from low morale."
Read More Mark Gurman: Apple's AI and robotics teams are draining talent
Meanwhile, Wall Street seems to have moved on to a new narrative: It doesn’t matter if Apple is late to AI.
Read More Barron's: How slow-moving Apple could win the AI race
The company’s diluted share count has declined by 34.6% over the past 10 years, as the company has spent $708.7 billion on buybacks.
Read More What hyperscalers spend on AI infrastructure, Apple spends on buybacks
From "Beyond time for Apple to go in new direction with AI leadership: Big Technology's Alex Kantrowitz" which aired Tuesday on CNBC.
Read More Alex Kantrowitz: A Gemini-powered Siri is 'OK for now'
"As is usually the case for Apple, iPhone sales matter most."
"The good news is that with new leadership at the helm and all the makings of a somewhat fresh start, Apple might have a chance of attracting (or keeping) talent that, until earlier today, saw little to no future in a career at the company."
Read More Apple's Amar Subramanya has his work cut out for him
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