From Ryan Vlastelica's "Apple Turns Positive for 2024 After Addressing Key Bear Concerns" posted Monday.
"We're not talking about a business going from 2% to 30% growth."
Read More Gene Munster: Apple's revenue will be up a 4% in Sept. and 6% in Dec.
"This would represent Apple's most important software overhaul to-date, and formally enter Apple into the mega-cap Gen AI race." — Analyst Erik Woodring
Read More Morgan Stanley takes a deep (28-pp) preliminary dive into Apple's AI event
From Ben Lovejoy's "Apple chip plants can’t be moved, despite China’s war games, says TSMC" posted Tuesday.
Read More 9to5Mac: If China invades Taiwan, what will Apple do?
"We view the presentation at WWDC to 'tick all the boxes' to convince investors that Apple is able to differentiate iPhone 16 (and future generations) with AI features relative to iPhone 15." — Analyst Samik Chatterjee
Read More J.P.Morgan expects the AI punch in Apple's native apps to be 'substantial'
"I think they realize they haven't been the best at developing this technology internally, but by God they'll be the best at trying to integrate it into an experience for consumers."
"EU Appstore revenues were up 25% in the month of May vs. up 22% in April – despite implementation of EU DMA." — Analyst Amit Daryanani













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