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
"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."
"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
From Arjun Kharpal's "Apple could charge up to $20 for some Apple Intelligence AI features, analysts say" posted Thursday by CNBC.
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
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