"Apple shares pared their gains on the news Wednesday."
Read More Mark Gurman: Look how I took Apple down a peg today
Apple delivers a pair of post-blowout pops
4 months ago
4 months ago“Apple’s decision to stay out of the AI arms race seems like a smarter play today than it did six months ago." — Fort Pitt's Dan Eye
Mark Gurman rains on Apple's blowout results
5 months ago
5 months ago"The company needs more than a holiday season sales bump — it needs a path to leadership in the next era of computing."
"Investors, however, will look for comments from the company on how it aims to navigate a global memory chip crunch that is likely to raise its cost and weigh on margins."
Read More Reuters: Apple tomorrow will report its strongest iPhone sales growth in four years
"Beyond the reputational sting, the report raised existential questions about the future of the group — and the jobs of its employees."
Read More Mark Gurman: How my reporting sent 'shockwaves' through Apple's AI team
"He is known at Apple as a penny-pincher who keeps a tight rein on salaries... He tends to scrutinize every detail of his team’s expenses, down to their budgets for bananas."
Read More The Information: The risks of putting Hair Force One in charge of Apple Intelligence
The comparatively low annual payment helps illustrate how mutually beneficial the partnership is: a win-win for two FAANG (sic) companies helping each other bolster the ramparts against the high-flying AI startups that could upset their longtime advantage.
Read More The Verge: Apple can stop investing in its reputation as a frontier model company
In advance of our panel at the 28th Annual Needham Growth Conference Tuesday, Horace Dediu prepared responses to analyst Laura Martin's questions.
Read More Horace Dediu's answers to Laura Martin's Apple bull-vs.-bear Qs
You could argue Apple made the right call from a business standpoint, but was it the right Apple move?
Read More 'For an AI loser, Apple did an awful lot of winning last year'
"I think that the ChatGPT integration is going to die on the vine."
Read More Gene Munster says the Apple-Gemini deal could be worth $5B, not $1B, to Google
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