"As a reminder, Samsung is partnering with Baidu for AI features in China." — Analyst Samik Chatterjee
J.P. Morgan measures Apple's Alibaba tailwind
3 months ago
3 months ago
"Of all regions, Chinese iPhone users are most willing to pay for unlimited access to Apple Intelligence, despite having never used the features." — Analyst Erik Woodring
Read More Morgan Stanley: The Chinese are more than ready for Apple Intelligence (charts)
Apple and Alibaba have submitted the Chinese AI features they co-developed for approval by China’s cyberspace regulator, the person added, indicating that the partnership has gained significant progress.
Read More The Information: Apple is working with Alibaba to deliver AI in China
"Apple could have the last laugh since it is a true ‘toll road’ to mobile AI." — Melius analyst Ben Reitzes
Why Needham's Laura Martin cut her Apple numbers
3 months ago
3 months agoFrom "Really worried that Apple Intelligence won't drive an upgrade cycle, says Needham's Laura Martin" which aired Wednesday on CNBC.
Ed Zitron on the AI bubble
3 months ago
3 months agoI had to stop my car to listen to this all the way to the end.
"Apple now risks making a bigger misstep by failing to find a 'next big thing' — the kind of moneymaking idea that turned it into a $3.5 trillion company."
Read More Mark Gurman: Apple is missing the boat on AI, AR, autonomous systems, more
From "Apple's multiple will have to fall 20% for me to be interested, says Oppenheimer's Martin Yang" which aired Wednesday on CNBC.
Read More Oppenheimer's Martin Yang is disappointed in Apple Intelligence (video)
"[Apple] is leveraging other people's AI investments and would benefit, frankly, from a lighter weight model with greater functionality."
Read More Rosenblatt's Barton Crockett: How DeepSeek helps Apple
From Adam Clark's "Apple Stock Defies the Tech Slump. Its AI Strategy May Be Paying Off." posted Monday by Barron's.
Read More A good day to own Apple. A good day to buy Nvidia?
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