From Gurman's "Everything Apple Plans to Show at Sept. 9 ‘Awe Dropping’ iPhone 17 Event" ($) posted Friday by Bloomberg.
While India represents still a fraction of its overall business, the company is investing in a country it expects to become a key market in coming years.
"The industry narrative says Apple is late to AI, but the consumer data says Apple's timing may be just right."
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"I also want to thank you for helping American companies around the world."
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"Apple is clearly going to be a winner." — Analyst Wamsi Mohan
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"Yesterday, Apple had no cards. Today they have all of the cards."
"In our view, what needs to be settled before shares can regain more momentum is clarity on Apple’s AI strategy, which recent reports indicate is slowly emerging following a shake-up of the Apple Intelligence team earlier this year." — Analyst Erik Woodring
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"Falling behind top tech peers in AI has created a sense of urgency for Apple."
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