A revisionist take on the 2020 Microsoft antitrust suit.
"Consensus (sell-side) expects Apple to report $90B revenue on Thursday, which looks a tad light to me."
The year of AI junk (video)
1 year ago
1 year agoFrom Ben Lovejoy's "AI hardware is like trying to invent the iPod after the iPhone" posted Tuesday by 9to5Mac.
Premarket: Apple is red
1 year ago
1 year agoFrom Reuters' "Futures fall as chip stocks drag, Fed rate decision awaited" posted early Wednesday.
"When you hear AI, you should think CapEx."
Read More Gene Munster: The pressure point for Apple on Thursday will be CapEx
From "Apple iPhone sales and China are key for earnings, strategist says" posted Monday by Yahoo Finance.
Read More Ben Bajarin: All eyes this Thursday will be on the iPhone (video)
"Crucial to understand that AI is not a potential “existential threat” to AAPL’s business as it may be for others." — Analyst Amit Daryanani
Read More Evercore: Apple will reap the benefits of AI without building the infrastructure
"Focus will be on measuring downside from cyclical headwinds prior to AI tailwinds." — Analyst Samik Chatterjee
Read More J.P. Morgan: Despite Apple headwinds, sentiment has improved
"No OEM wishing to make any revenues from digital services will sign up for this as with Apple running all of the digital services in the vehicle, there is no route for the OEM to generate revenues." — Richard Windsor
From Michael Acton's "Apple targets Google staff to build artificial intelligence team" ($) posted Monday by the Financial Times.
Read More FT: Apple fills secretive Swiss lab with AI experts poached from Google
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