"Nvidia — like Apple — is a victim of its own success."
Read More Nvidia's revenue only grew 122%, so NVDA got punished
Loeb loaded up, acquiring nearly 2 million shares of the iPhone maker in a stake valued at roughly $411 million and representing nearly 5% of his portfolio.
Read More Apple among hedge fund Third Point's top four 'unstoppable' AI investments
Premarket: Apple is green
2 years ago
2 years agoFrom Barron's' "Dow Set to Open Up" posted early Friday.
Tested every which way against the leaders, Apple Intelligence (either on device or on the server) scores well, not great.
Read More Cult of Mac takes a deep dive into an Apple Foundation Model white paper
"The Annual Nikkei iPhone Story. This Time it’s Positive?" — Amit Daryanani
Read More What Evercore's Apple analyst says about the latest Nikkei report
WSJ: Apple has its eye on OpenAI
2 years ago
2 years ago"Investing in OpenAI could complicate Apple’s efforts to be a neutral partner with other AI companies."
"Feinseth’s rating is based on a confluence of positive factors surrounding Apple Inc."
Read More Tigress' Ivan Feinseth catapults Apple target $50 to $295
From Cheng Ting-Fang and Lauly Li's "Apple orders over 10% more iPhones than last year on AI bet" posted Thursday.
Read More Nikkei report drives Apple above $230 in premarket trading
"Which one do you prefer: downgrading to keep the same price, or upgrading to a higher configuration with a moderate price increase?" — Redmi's Wang Teng Thomas
In praise of Luca Maestri
2 years ago
2 years ago"Maestri’s tenure was a CFO master class in capital return and cash flow management."
7 Comments