"A traditional car company attempting to take on Silicon Valley in tech only to subject its customers to subpar functionality and embarrassing bugs is almost too on the nose."
Read More A story about the bricking of GM's CarPlay replacement
Handicapping Apple's fiscal Q2 2024 earnings
2 years ago
2 years agoAs usual, the indies are more bullish than the pros.
A revisionist take on the 2020 Microsoft antitrust suit.
"Consensus (sell-side) expects Apple to report $90B revenue on Thursday, which looks a tad light to me."
Premarket: Apple is red
2 years ago
2 years agoFrom Reuters' "Futures fall as chip stocks drag, Fed rate decision awaited" posted early Wednesday.
"When you hear AI, you should think CapEx."
Read More Gene Munster: The pressure point for Apple on Thursday will be CapEx
From "Apple iPhone sales and China are key for earnings, strategist says" posted Monday by Yahoo Finance.
Read More Ben Bajarin: All eyes this Thursday will be on the iPhone (video)
"Crucial to understand that AI is not a potential “existential threat” to AAPL’s business as it may be for others." — Analyst Amit Daryanani
Read More Evercore: Apple will reap the benefits of AI without building the infrastructure
"Focus will be on measuring downside from cyclical headwinds prior to AI tailwinds." — Analyst Samik Chatterjee
Read More J.P. Morgan: Despite Apple headwinds, sentiment has improved
Why Mercedes said 'no' to Apple CarPlay 2.0
2 years ago
2 years ago"No OEM wishing to make any revenues from digital services will sign up for this as with Apple running all of the digital services in the vehicle, there is no route for the OEM to generate revenues." — Richard Windsor
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