From "Beyond time for Apple to go in new direction with AI leadership: Big Technology's Alex Kantrowitz" which aired Tuesday on CNBC.
Read More Alex Kantrowitz: A Gemini-powered Siri is 'OK for now'
Suddenly, the Street doesn't care about Apple AI
5 months ago
5 months ago"As is usually the case for Apple, iPhone sales matter most."
"The good news is that with new leadership at the helm and all the makings of a somewhat fresh start, Apple might have a chance of attracting (or keeping) talent that, until earlier today, saw little to no future in a career at the company."
Read More Apple's Amar Subramanya has his work cut out for him
Apple Intelligence turnover
5 months ago
5 months agoJohn Giannandrea is on his way out, the former head of Google Gemini engineering is in.
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (12/1-12/5/25)
Why do Apple shares zig when AI stocks zag?
5 months ago
5 months ago"Perhaps Apple is a premier defensive play as well for those who want to bet on AI monetization prospects, rather than just sheer spend."
"We believe this is a 1996 Moment... and NOT a 1999 Bubble Moment and remain firmly bullish on tech stocks into year-end and 2026 despite recent investor bearish fears."
Read More Apple is No. 6 in Daniel Ives' top 10 names to own before the year ends
Inc. has its eye on Apple AI
5 months ago
5 months ago"Apple has more than a billion devices in service. Could all those equipped Apple devices quietly become the largest distributed compute network on earth?"
Richard Windsor: Replacing Apple's MasterChef
5 months ago
5 months ago"If the replacement is internal, I will be worried about more-of-same which is not what I think this company needs."
Greg Bates: What do you call what Apple does?
5 months ago
5 months ago"We need a name, a term for when a company/person does what the whole world is utterly convinced is the wrong move — and then turns out to be right to earth-shattering effect."
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