"Our Key First Look Data reflects outsized y/y iPhone sales growth (+20% y/y) for the second month in a row, due to continued panic buying ahead of tariff- related price pricing concerns."  — Analyst John Vinh

Read More KeyBanc: iPhone panic buying continues

"What jumps out to me is that Apple has a more advanced cloud-based LLM that is rumored to be 150 billion parameters. This would be comparable to ChatGPT-4o, which is impressive and would mark about a 50x increase in model size."

Read More Gene Munster: Apple has a couple years to get AI right