"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)
"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)
2 years 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
"I think in this case they are probably making a good point." — Joe Lonsdale
Read More Palantir co-founder: The EU is right to go after Apple
"The charges cement Apple as the tech company EU regulators are targeting the most aggressively under the new law."
"We don’t see a significant impact to the upgrade cycle." — Analyst Samik Chatterjee
Read More J.P. Morgan: 'Will EU DMA Impact the AI Upgrade Cycle?'
"The court may think so, too."
Read More Florian Mueller: The EC interprets the DMA too aggressively
And the Street is just starting to get it.
Read More Wedbush's Daniel Ives: Apple will be the gatekeepers of the consumer AI revolution
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