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)
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)
At issue is the “revenue share” Google pays to distribution partners to keep its search engine front and center with users.
"Apple developing an internal [search engine] would mean lower revenue and higher expenses." — Analyst Samik Chatterjee
Read More J.P. Morgan: The Google judgement is going to cost Apple, one way or another
"This remains the only anti-trust action involving Apple that we view as a material risk as it directly targets the ~$20B payment that Apple receives from Google." — Analyst Amit Daryanani
Read More Evercore: What Google's monopolist ruling means for Apple
2 years agoGoogle illegally maintained a monopoly in search services and text advertising through the use of exclusive distribution agreements with the likes of Apple, Amit Mehta, the judge who presided over the case, found on Monday.
From William Gallagher's "SS astronauts can watch 'Ted Lasso' and 'For All Mankind' in space" posted Monday by AppleInsider.
Read More Apple's 'For All Mankind' is a must-watch series on the Space Station
Analysts raised concern around a potential 'wave of retail margin calls.'
Read More Bloomberg: Buffett's halving his Apple stake triggers great tech selloff
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