Apple is leveraging $40 billion in hyperscaler AI capex ramp up rather than spending it.
From Tong's "So...What's Up With Apple Vision Pro?" posted Tuesday on YouTube: After the latest reports and WWDC24, I think it’s time to ask, What’s Up…
Read More Apple Vision Pro: Brian Tong has a few suggestions (video)
From Vahid Karaahmetovic's "Rosenblatt Upgrades Apple (AAPL) to Buy, 'Survey Says Privacy-Focused AI Could Resonate'" ($) posted Wednesday by Street Insider.
Read More Rosenblatt upgrades Apple to buy and catapults price target $64 to $260
Premarket: Apple is green
1 year ago
1 year agoFrom CNBC's "Stock futures climb after S&P 500 ends 3-day decline" posted early Wednesday.
genAI: Burning coal and smoking hopium
1 year ago
1 year ago"Microsoft is betting on an effort to generate power from atomic fusion — the collision of atoms that powers the sun — a breakthrough that has eluded scientists for the past century. Physicists predict it will elude Microsoft, too."
"Realistically, we're talking $1 billion to $2 billion in terms of what they'll have to pay."
Read More Daniel Ives: Apple's walking a regulatory tightwire
"I ultimately believe that Apple is in a great position in terms of where they're at with regulators."
Read More Gene Munster: Ignore the Apple-vs.-EU headlines (video)
"Apple is wisely carving its own path and (mosly) ditching the work of pioneers."
"Apple has played its hand quite remarkably over the last few weeks. It's amazing. They went from AI laggard to almost the gatekeeper in the space." — CNBC's Deirdre Bosa
Read More Will Apple commoditize the generative AI models? (video)
Evercore raises Apple target $30 to $250
1 year ago
1 year ago"Consensus is currently looking for 3% iPhone growth in FY25, which we think looks too low and we could see potential upside to double digit growth." — Analyst Amit Daryanani
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