"The outlook hike was striking given Taiwan’s biggest company last raised its guidance just three months ago, igniting a rally that’s tacked on more than $260 billion to its market value."
Read More Apple's go-to chipmaker raises its guidance — again
Seven "AI bubble" headlines in the space three months.
Read More Are we in an AI bubble? The Wall Street Journal seems to think so.
2 months ago"While Prompt AI’s technology and the Seemour app were working well, the business model wasn’t."
"Apple is hoping to launch the revamped assistant in March 2026 with a full overhaul of the AI experience at the end of 2026."
Read More Richard Windsor: Why Apple will have to buy its way out of its AI dilemma
3 months agoBloomberg presents Mark Gurman on Apple Intelligence.
3 months ago"They want the iPhone to be the best place for developers to run AI." — Creative Strategies Ben Bajarin
"Foundation models are becoming commoditized, and Apple is better off letting AI mature into table-stakes technology before rejoining the fray — something that almost assuredly needs to happen for next year’s updates."
Read More Mark Gurman: Sitting out the AI race may have been Apple's smartest move
"We are going back to the roots of Apple. They are an excellent phone maker."
Read More Alex Kantrowitz: What the long iPhone 17 lines say about Apple Intelligence
3 months agoFrom Gurman's "Apple AI and Search Executive Robby Walker to Leave Company" posted Friday by Bloomberg.
"The smaller models of today are much more capable than the larger models of last year." — Counterpoint's Mohit Agrawal
Read More The Economist: 'Good news for AI laggards like Apple'
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