Apple continues to have exactly zero meaningful competition in the tablet market, and the iPad continues to improve.
From "Apple is a 'safe haven' amid tech slide, says Melius Research's Ben Reitzes" which aired Monday on CNBC.
Read More Apple did the right thing by not investing in AI, says analyst (video)
"China has been a major headwind for Apple over the last year but we believe starting in the June quarter growth returns to this flagship region with easier comps going forward into FY26."
Read More Daniel Ives, back from Far East, says tide will turn for Apple in June
In just 21 days, it has sold over one million units.
Read More AI buzz helped drive Samsung's Galaxy 25 lineup to record-fast sales
A potential pullback by Microsoft on spending and datacenter construction raises questions about whether the company — one of the frontrunners among Big Tech in AI — is growing cautious about the outlook for demand.
Read More Is Microsoft taking its foot off the AI accelerator?
Mark Gurman: Apple Vision Pro AI update coming
7 months ago
7 months ago"The company aims to roll out the features as part of a visionOS 2.4 software upgrade targeted for as early as April."
"Getting Siri right is especially crucial for Apple."
Read More Mark Gurman: Apple may have to postpone the new Siri
Bloomberg: China is a big deal to Apple
7 months ago
7 months ago"Apple’s level of exposure to China is a risk relative to much of the rest of the market" — Northwestern Mutual Wealth Management's Matt Stucky
"The iPhone maker has several teams in China and the US working to adapt its Apple Intelligence platform for the region, aiming for a launch as early as May."
Read More Mark Gurman: Here's how Apple Intelligence will fly in Beijing
"The haters will continue to hate on Apple and that narrative has been around the last five years." — Analyst Daniel Ives
Read More Wedbush sticks with its Street-high $325 Apple target
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