From "Don't see AI having a big impact on Apple this year or next, says LightShed Partners' Walter Piecyk" which aired Tuesday on CNBC.
Read More Walter Piecyk is an iPhone supercycle skeptic (video)
"You even see some analysts describing it as a breakthrough akin to the original iPhone. Let me be clear: At this point, Apple Intelligence isn’t that.
Read More Mark Gurman: First beta of Apple Intelligence is a disappointment
A place for Apple traders and investors to share their best ideas.
The early word on the first beta is good. There's a lot more to come.
Read More Apple Intelligence: Hands-on with iOS 18.1 developer beta (videos)
"We utilize adapters, small neural network modules that can be plugged into various layers of the pre-trained model, to fine-tune our models for specific tasks.
Read More Meet Apple Intelligence's plug-in 'adapter' modules
"We also think word of mouth marketing will be a more sizable driver of iPhone growth than usual assuming the Apple Intelligence features enjoy a positive reception." — Analyst Amit Daryanani
Read More Apple: Evercore expects an AI-driven long-tailed iPhone supercycle
The new timing means the AI capabilities won’t be widely launched until a subsequent update to the new operating system.
Read More Mark Gurman: iPhone 16 will arrive without its whizbang intelligence
From "Biden-Harris Administration Announces New AI Actions and Receives Additional Major Voluntary Commitment on AI" posted Friday by whitehouse.gov.
Read More Apple first to sign 'responsible AI' pledge — White House
"Bulls point to Apple’s massive base of iPhone users who might want to upgrade, but they could be overestimating demand."
Read More Barron's: Is Apple headed for a supercycle? Wall Street debates.
"Bringing Apple Intelligence to China is going to be a marathon rather than a sprint."
Read More It may take a few quarters for Apple to crack the Chinese AI market
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