"Apple now risks making a bigger misstep by failing to find a 'next big thing' — the kind of moneymaking idea that turned it into a $3.5 trillion company."
Read More Mark Gurman: Apple is missing the boat on AI, AR, autonomous systems, more
From "Apple's multiple will have to fall 20% for me to be interested, says Oppenheimer's Martin Yang" which aired Wednesday on CNBC.
Read More Oppenheimer's Martin Yang is disappointed in Apple Intelligence (video)
"[Apple] is leveraging other people's AI investments and would benefit, frankly, from a lighter weight model with greater functionality."
Read More Rosenblatt's Barton Crockett: How DeepSeek helps Apple
From Adam Clark's "Apple Stock Defies the Tech Slump. Its AI Strategy May Be Paying Off." posted Monday by Barron's.
Read More A good day to own Apple. A good day to buy Nvidia?
"No US Global 2000 is going to use a Chinese start-up DeepSeek to launch their AI infrastructure and use cases."
Read More Daniel Ives: The Street's post-DeepSeek slump is an AI buying opportunity
"Rivals like Meta Platforms Inc. and Alphabet Inc.’s Google have jumped ahead in the AR race."
Read More Mark Gurman: Apple is falling behind in both AI and AR
CNBC: AI bandwagon leaving the station without Apple
10 months ago
10 months agoThe latest news in the AI space is Stargate, the partnership between Oracle, Japanese investment firm SoftBank and OpenAI.
Read More CNBC: AI bandwagon leaving the station without Apple
"We believe the panic and bear frenzy around Apple is way overdone."
Read More Daniel Ives: Apple investors have nothing to fear but fear itself
Nvidia overtakes Apple
10 months ago
10 months agoThe market-cap watch continues.
In iOS 18.3, Apple Intelligence will be opt out
10 months ago
10 months agoFrom Juli Clover's "macOS Sequoia 15.3 and iOS 18.3 Enable Apple Intelligence Automatically" posted Tuesday by MacRumors.
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