"We think the sell-off is rather overdone" — Analyst Amit Daryanani
Read More Evercore is still a Buy on Apple with a $220 target
Bloomberg finds 10 things wrong with Apple
2 years ago
2 years agoFrom Nick Turner and Mark Gurman's "Apple’s 10 Biggest Challenges, From AI to China" posted Wednesday evening by Bloomberg.
"They need to come up with a really interesting AI innovation at their World Wide Developers Conference in June."
Read More Barton Crockett: 'Apple is at a crossroads' (video)
"Apple has this powerful installed base. The question is, can it use AI to add more value to that installed base, and I think it can."
Read More Toni Sacconaghi on Apple: 'The core of the business is fundamentally intact'
WSJ: Can Apple catch up?
2 years ago
2 years agoKilling ambitious car project will free up some R&D budget, but Apple still lags behind big tech peers on network scale and relative investment.
WSJ: What's Apple's AI story?
2 years ago
2 years agoFrom Aaron Tilley's "Apple Investors Grow Impatient on Artificial Intelligence" posted Thursday by the Wall Street Journal.
From "Apple pulling out of EV project was the right move, says Wedbush's Dan Ives," which aired Wednesday on CNBC.
Read More Wedbush's Daniel Ives: 'They had to rip the Band-Aid off'
"With that off the table, Apple can concentrate on applying AI to its current products."
Read More The Apple Car was an AI challenge in itself (video)
Dual megacycles: AI and mixed reality
2 years ago
2 years ago"When's the last time — if ever — we had a simultaneous cycle of compute demand?" — Creative Strategies' Ben Bajarin
No Apple angle — yet — but Open AI's Sora has set a high bar.
Read More This artificial video freaked out Marques Brownlee
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