"With the approval resolving Apple’s go-to-market for Apple Intelligence in a key geographic region which has contributed recently to its share gains, we expect the development to be a positive on multiple counts" — Analyst Samik Chatterjee
Read More J.P. Morgan calls Chinese Okay of Apple AI a 'signficant positive'
"“There’s a battle in the market, and right now Apple is benefiting because it isn’t in the storm that the rest of the AI trade is…
Read More Bloomberg: Investors fleeing AI are flocking to Apple
"Sure, the company abandoned the vehicle. But it kept the technology that may ultimately prove far more valuable."
Read More Mark Gurman: Maybe the Apple Car wasn't a dead end
"What are you getting on the margin for this new phone?"
Read More Silvant's Michael Sansoterra doesn't believe in Apple AI
"Apple doesn't make search engines either."
"It's all about AI."
Read More Mark Gurman: What Apple needs from Broadcom and vice versa
"We see this as strategically important because Siri AI can leverage Apple’s privileged access to device context, app capabilities, screen state, and private user data in ways that generic assistants may struggle to replicate." — Analyst Wamsi Mohan
Read More BofA: Siri AI is an underappreciated positive architecture reset for Apple
The state of the smartphone market in three bar charts. (March quarter, 2026)
Read More WSJ: Apple owns the best smartphone customers, takes most of the profits
"It allowed us to build a profoundly more capable Siri." — Apple VP Mike Rockwell
Read More 'We rebuilt Siri from the ground up, literally, tore it to the ground'
Reposting by popular demand (and for those who skipped this week's Apple trading strategies.)
Read More Nate B. Jones' on Apple's AI strategy (revisited with index)
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