From "Beyond time for Apple to go in new direction with AI leadership: Big Technology's Alex Kantrowitz" which aired Tuesday on CNBC.
Read More Alex Kantrowitz: A Gemini-powered Siri is 'OK for now'
Suddenly, the Street doesn't care about Apple AI
4 months ago
4 months ago"As is usually the case for Apple, iPhone sales matter most."
"The good news is that with new leadership at the helm and all the makings of a somewhat fresh start, Apple might have a chance of attracting (or keeping) talent that, until earlier today, saw little to no future in a career at the company."
Read More Apple's Amar Subramanya has his work cut out for him
Apple Intelligence turnover
4 months ago
4 months agoJohn Giannandrea is on his way out, the former head of Google Gemini engineering is in.
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (12/1-12/5/25)
From "Apple will gain more AI functionality over time, says D.A. Davidson’s Gil Luria" posted Friday by CNBC.
Read More Davidson's Gil Luria: This should be Apple's best season in four years
"This dynamic is intentional, real, and a deadly serious threat now, not some day in the future."
Read More Strategic News Service warning: China is weaponizing American AI
Why do Apple shares zig when AI stocks zag?
4 months ago
4 months ago"Perhaps Apple is a premier defensive play as well for those who want to bet on AI monetization prospects, rather than just sheer spend."
"We believe this is a 1996 Moment... and NOT a 1999 Bubble Moment and remain firmly bullish on tech stocks into year-end and 2026 despite recent investor bearish fears."
Read More Apple is No. 6 in Daniel Ives' top 10 names to own before the year ends
"The things they say and do are just impossibly tone deaf by the standards of the society in which they strive to operate." — Economist Oren Cass
Read More Politico: The Big Tech AI lobby is leaning too far over its skiis
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