"Apple’s key advantage in this future world is that iPhones already know everything about their users."
"We don't think Apple needs to win the frontier-model race to monetize AI but rather its edge is in distribution to a ~1.25B iPhone install base." — Analyst Amit Daryanani
Read More Evercore takes a deep dive into Apple Intelligence 2.0
"In a nutshell WWDC is a pivotal moment in Apple's future." — Analyst Daniel Ives
Read More Wedbush: AI will add $15 billion to Apple's services revenue
Premarket: Apple was red, turned green
1 month ago
1 month agoFrom Reuters' "Nasdaq, S&P futures slip as semiconductors drag; payrolls in focus" posted early Friday.
Here's where they've gone, here's what they're getting paid.
Read More Hundreds of Apple Vision Pro engineers have re-entered the job market
UBS: No WWDC fireworks
1 month ago
1 month ago"We don’t expect the event to be a positive catalyst for the shares." — Analyst David Vogt
"The narrative around the smartphone market is no longer how to grow shipments or market share, but whether to remain in the market at all.” — Analyst Yang Wang
Read More Counterpoint: Apple grows as low-end smartphone makers get squeezed
Premarket: Apple is green
1 month ago
1 month agoFrom Reuters' "Nasdaq futures lead declines after Broadcom drop" posted early Thursday.
"The display-less AI glasses, similar to Ray-Ban Meta, are still expected to ship in 2027."
Read More Ming-Chi Kuo: John Ternus has torn up my Apple vision roadmap
"The announcement of a new AI-enhanced Siri, controllable through voice or a new text-based interface, will be the key development in focus by investors." — Analyst Michael Ng
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