"There are dozens (maybe hundreds) of Fortune 500 CEOs asking tough questions this week to their COOs (or equivalent) regarding their companies’ tech footprint and strategy."
Read More Neil Cybart: Microsoft's fail could be Apple's win
"Bringing Apple Intelligence to China is going to be a marathon rather than a sprint."
Read More It may take a few quarters for Apple to crack the Chinese AI market
"Our survey data suggests that nearly 1⁄2 (46%) of users that aren’t on iPhone 15 generation are likely to upgrade to iPhone 16 to leverage the added functionality from Apple Intelligence." — Analyst Amit Daryanani
Read More Evercore sees multiyear double-digit revenue growth for Apple
"Our Buy rating reflects our view of AAPL’s ecosystem, on-device AI prospects, improving margin profile, and expanding addressable market." — Analyst Angelo Zino
Read More CFRA raises Apple target $20 to $260, sticks with Buy rating
From Apple Events: "Apple Financial Results - Q3 2024" posted earlier this week.
Read More Apple investors: Mark your calendars for Aug. 1, 2024
"By relentlessly highlighting everyday use cases, Apple has managed to wrangle the more hysterical promises of AI into something approachable (and monetizable) inside its ecosystem."
"I'm in the old camp. I think the sales push from India and China are far more important in my view both in the short run and the long run than AI." — Bloomberg Intelligence's Anurag Rana
Read More What Apple's sales surge in India signifies (video)
A series of unfortunate events put Apple 3.0 out of business Monday.
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