"This is just an amazing company which has built this platform that is extremely robust."
Read More BofA's Wamsi Mohan: Apple's gross margins are headed to 50%
"Strength in Base iPhone 17 surpris[ed] again to the upside." — Analyst Samik Chatterjee
Read More Apple's lowest-cost iPhone 17's worldwide lead times jump 12 days in a week
11 months ago"They want the iPhone to be the best place for developers to run AI." — Creative Strategies Ben Bajarin
"Foundation models are becoming commoditized, and Apple is better off letting AI mature into table-stakes technology before rejoining the fray — something that almost assuredly needs to happen for next year’s updates."
Read More Mark Gurman: Sitting out the AI race may have been Apple's smartest move
11 months agoThe Street is clearly underestimating this iPhone cycle in our view and its a Ryder Cup Bethpage moment for Cook and Cupertino after a few years of disappointing growth years. — Analyst Daniel Ives
"The company also told a supplier of non-electrical parts for that model to increase its daily output by roughly 30%, according to an employee at that firm."
Read More The Information: Apple asked Luxshare to hike daily iPhone 17 production by 40%
11 months ago"Mad science and crazy cutting-edge engineering are Apple’s actual moat."
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