"It's a great survey. It's talking about yes, the Apple AI is bringing people in. They're talking about the idea that [Apple] could easily get a $9-a-month fee."
Read More Jim Cramer reads from Morgan Stanley's Apple note (video)
Needham's Laura Martin suggested I forward her question to Apple 3.0's subscribers. The longest answer — so far — comes from friend-of-the-blog Tommo_UK...
Read More 'Will Apple be a major player in generative AI, or has it missed the boat?'
Nvidia, newly enDOWed, overtakes Apple
1 year ago
1 year agoFrom Mike Destefano and Aaron Lucchetti's "Nvidia Falls Just Short of Retaking Market-Cap Crown" posted Monday by the Wall Street Journal.
By close of markets Friday, Apple was back on top.
Why Dan Flax likes Apple, Nvidia and Oracle
2 years ago
2 years agoThe Neuberger Berman analyst starts by acknowledging Apple's innovations; his thought on AI and the cloud are worth hearing too.
"Nvidia — like Apple — is a victim of its own success."
Read More Nvidia's revenue only grew 122%, so NVDA got punished
Here are the 10 most valuable companies in the world.
Read More Dance of the elephants: Nvidia passes Microsoft, draws closer to Apple
Ben Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss Apple's company outlook, Nvidia's AI dominance, state of the chips sector, and more.
Read More Ben Reitzes: Expectations for Apple are relatively low (video)
"On the enterprise AI front Nvidia/Microsoft will drive this while Apple/Meta/Google now unleash the consumer AI Revolution heading into year-end with iPhone 16 the beginning of this AI driven smartphone era."
Read More Wedbush's Daniel Ives: The AI party is just getting started
"Apple is wisely carving its own path and (mosly) ditching the work of pioneers."
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