"Of course, Apple is late to AI, but they are essentially a toll collector on its unmatched global ecosystem."
Read More Apple bull Daniel Ives heads to WWDC with a $270 target
"If judged on the question of creation and satisfaction of the customer — i.e. the ultimate purpose of the firm — the App Store and Services in general has satisfied 1.4 billion people. That they are spending over $1.3 trillion and doubling in 4 years is nothing short of astonishing."
Apple's Tim Cook better read this
4 weeks ago
4 weeks ago"The genius of SenseOS is that Apple already has the only advantage that matters: people living inside its ecosystem. And unlike any startup, Apple can deploy a unified, privacy-first, latency-free interface across 2 billion devices."
Premarket: Apple is green
4 weeks ago
4 weeks agoFrom CNBC's "S&P 500 futures rise ahead of May jobs report" posted early Friday.
KeyBanc: iPhone panic buying continues
4 weeks ago
4 weeks ago"Our Key First Look Data reflects outsized y/y iPhone sales growth (+20% y/y) for the second month in a row, due to continued panic buying ahead of tariff- related price pricing concerns." — Analyst John Vinh
"What jumps out to me is that Apple has a more advanced cloud-based LLM that is rumored to be 150 billion parameters. This would be comparable to ChatGPT-4o, which is impressive and would mark about a 50x increase in model size."
Read More Gene Munster: Apple has a couple years to get AI right
"AAPL believes that it “makes its own weather." — Analyst Laura Martin
"I’ve said it before but not in a while: Meta is a criminal enterprise."
Read More John Gruber: Meta's 'local mess' exploit is why Apple fights EU interoperability
"Although the denial of a stay is a headwind for Apple, we continue to believe the magnitude of impact is likely to be materially lower than currently being feared by investors." — Analyst Samik Chatterjee
Read More J.P. Morgan: 'Only modest headwinds' from denial of Apple's Epic appeal
"The long national nightmare of the Apple tax is ended." — Epic Games' Tim Sweeney
Read More Apple's emergency appeal of its Epic loss was shot down by 3-judge panel
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