"Our approach is working. Apple leads the industry in longevity as measured by the value of our secondhand products, increasing product lifespans, and decreasing service rates."
Read More How Apple tries to lengthen the iPhone upgrade cycle
"We view conversational AI with context and privacy as key to monetization of the installed base of Apple devices over time." — Analyst Wamsi Mohan
Read More BofA takes a deep dive into Apple services in the Apple Intelligence era
"Samsung might be able to crow about this report’s market share IF it’s right, but it’s losing the revenue (and profits) battle big time."
Read More Headscratching after report that Samsung outsells Apple in the U.S.
Premarket: Apple is green
1 year ago
1 year agoFrom Barron's' "Stock Futures Are Falling as Inflation Fears Simmer Ahead of PCE Data, Presidential Debate" posted early Thursday.
Apple is leveraging $40 billion in hyperscaler AI capex ramp up rather than spending it.
From Tong's "So...What's Up With Apple Vision Pro?" posted Tuesday on YouTube: After the latest reports and WWDC24, I think it’s time to ask, What’s Up…
Read More Apple Vision Pro: Brian Tong has a few suggestions (video)
From Vahid Karaahmetovic's "Rosenblatt Upgrades Apple (AAPL) to Buy, 'Survey Says Privacy-Focused AI Could Resonate'" ($) posted Wednesday by Street Insider.
Read More Rosenblatt upgrades Apple to buy and catapults price target $64 to $260
Premarket: Apple is green1 year ago
1 year agoFrom CNBC's "Stock futures climb after S&P 500 ends 3-day decline" posted early Wednesday.
genAI: Burning coal and smoking hopium
1 year ago
1 year ago"Microsoft is betting on an effort to generate power from atomic fusion — the collision of atoms that powers the sun — a breakthrough that has eluded scientists for the past century. Physicists predict it will elude Microsoft, too."
"Realistically, we're talking $1 billion to $2 billion in terms of what they'll have to pay."
Read More Daniel Ives: Apple's walking a regulatory tightwire
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