"We think the quarterly opportunity from Tencent alone could be somewhere in the range of ~$125-400M." — Analyst Amit Daryanani
Read More Evercore: Apple & Tencent – Mini Apps, Major Opportunity
CNBC's bizarre Apple chyron
1 month ago
1 month agoNobody was suggesting that Apple buy OpenAI, not even the guest.
Apple’s agreement with Tencent marks an important step toward normalizing relations in one of its most important markets.
Read More Apple opens up a new Chinese revenue stream with 15% of WeChat mini games
The claim is that EU users are not benefiting, and nor are EU-based developers.
Read More Apple-funded study suggests that the EU's $2.5 billion App Store fines were for naught
Premarket: Apple was green, turned red
1 month ago
1 month agoFrom Reuters' "US futures muted as traders await data after federal reopen" posted Early Thursday.
From "Apple's minimal AI spend may lead to big gaps in competition, says Big Technology's Alex Kantrowitz" which aired Tuesday on CNBC.
Read More CNBC: Apple's minimal AI CapEx spend — pro and con (video)
Apple as AI safe harbor
1 month ago
1 month agoLight footprint, fortress balance sheet, massive cash reserves.
"There is this positive feel for Apple that they don’t have to answer the big question that everybody else does, which is: What is the return on your invested capital in all of these other areas?" — Zack's Brian Mulberry
Read More Apple's CapEx strategy is working to its advantange. Finally.
Premarket: Apple was green, turned red1 month ago
1 month agoFrom CNBC's "Stock futures rise slightly after record-setting day for Dow" posted early Wednesday.
"Do you know what Google would give to have this market share on this model alone?"
Read More Tech Dad: Apple trimming 1M units doesn't make the iPhone Air a bust (video)
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