"We expect Apple’s claim on the future economics of [AI] apps to be substantial as it exploits its distribution advantage."
Read More This hedge fund manager loaded up on Apple in April, sees 'significant upside' ahead
Mark Gurman: Apple is miles behind Google in AI
9 months ago
9 months ago"If Apple can’t catch up quickly, Chief Executive Officer Tim Cook may need to rethink the company’s approach to AI. It also could put Apple AI chief John Giannandrea on the spot."
Ben Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss Apple's company outlook, Nvidia's AI dominance, state of the chips sector, and more.
Read More Ben Reitzes: Expectations for Apple are relatively low (video)
"Rome was not built in a day and neither will this unprecedented AI Revolution."
Read More Daniel Ives promises an 'AI tidal wave of spending'
Google train wreck
9 months ago
9 months agoFrom "Gemini is replacing Assistant on Pixel phones and it's a train wreck" posted Tuesday by FastCompany.
Apple came up a lot at Google's Pixel event
9 months ago
9 months agoFrom Emma Roth's "Every time Google dinged Apple during its Pixel 9 launch event" posted Tuesday by The Verge.
From "Google vs. Apple: How Gemini AI Is Pushing Android Ahead" posted Tuesday by the Wall St. Journal.
Read More WSJ's Joanna Stern has fun with Google's Gemini AI guy
Daniel Ives: Drumroll for Apple's iPhone 16
9 months ago
9 months ago"We believe AI technology being introduced into the Apple ecosystem will bring monetization opportunities on both the services as well as iPhone/hardware front and adds $30 to $40 per share."
Due later this year: An Apple TV-size Mac Mini
9 months ago
9 months ago"The mass upgrade to the M4 processor marks another milestone for Apple: It’s the first time the company is putting the same chip generation in all its Macs." — Mark Gurman
How much will users pay for Apple Intelligence?
9 months ago
9 months agoFrom Arjun Kharpal's "Apple could charge up to $20 for some Apple Intelligence AI features, analysts say" posted Thursday by CNBC.
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