"We continue to believe the consumer AI revolution goes through Cupertino."
Read More Daniel Ives: 25% of the world will ultimately access AI through an iPhone
"If Apple can’t catch up quickly, Chief Executive Officer Tim Cook may need to rethink the company’s approach to AI. It also could put Apple AI chief John Giannandrea on the spot."
Ben Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss Apple's company outlook, Nvidia's AI dominance, state of the chips sector, and more.
Read More Ben Reitzes: Expectations for Apple are relatively low (video)
"Rome was not built in a day and neither will this unprecedented AI Revolution."
Read More Daniel Ives promises an 'AI tidal wave of spending'
Google train wreck
2 years ago
2 years agoFrom "Gemini is replacing Assistant on Pixel phones and it's a train wreck" posted Tuesday by FastCompany.
Apple came up a lot at Google's Pixel event
2 years ago
2 years agoFrom Emma Roth's "Every time Google dinged Apple during its Pixel 9 launch event" posted Tuesday by The Verge.
From "Google vs. Apple: How Gemini AI Is Pushing Android Ahead" posted Tuesday by the Wall St. Journal.
Read More WSJ's Joanna Stern has fun with Google's Gemini AI guy
Daniel Ives: Drumroll for Apple's iPhone 16
2 years ago
2 years ago"We believe AI technology being introduced into the Apple ecosystem will bring monetization opportunities on both the services as well as iPhone/hardware front and adds $30 to $40 per share."
From "Don't see AI having a big impact on Apple this year or next, says LightShed Partners' Walter Piecyk" which aired Tuesday on CNBC.
Read More Walter Piecyk is an iPhone supercycle skeptic (video)
"We also think word of mouth marketing will be a more sizable driver of iPhone growth than usual assuming the Apple Intelligence features enjoy a positive reception." — Analyst Amit Daryanani
Read More Apple: Evercore expects an AI-driven long-tailed iPhone supercycle
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