Toni Sacconaghi says it’s time to ‘buy the fear’"
"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'
Will the promised new AI services be for everybody (like FaceTime was) or only for iPhone 16 Pro buyers (to stimulate upgrades).
Read More Toni Sacconaghi: Generative AI to Apple's rescue? (video)
"While a ruling would likely be appealed, and could take years to be finalized, we think the economic impact on Apple is unlikely to be onerous."
Read More Tony Sacconaghi: How an antitrust loss for Google could be a win for Apple
From "Bernstein's Toni Sacconaghi weighs in on Apple's overseas headwinds" which aired Wednesday on CNBC.
Read More Toni Sacconaghi: Apple may be the next IBM — and not in a good way
The hike is attributed not to Toni Sacconaghi, Bernstein's San Francisco-based Apple analyst, but to Hong Kong-based Mark Li.
Read More Bernstein raises Apple target $20 to $195 — report
From "Bernstein's Toni Sacconaghi reveals his top tech stock picks" which aired Thursday on CNBC.
Read More Toni Sacconaghi's top tech stock pick is ... Apple (video)
From "Bernstein’s Toni Sacconaghi expects Apple’s revenue to be down" which aired Wednesday on CNBC.
Read More Toni Sacconaghi: 'Historically, this is a great time of year to own Apple'
From "Apple earnings: What to expect from the tech giant" which aired Thursday morning on CNBC.
Read More Bernstein's Toni Sacconaghi: Will Apple have a lull? (video)
"The upshot is that we believe consensus estimates are too high for FY 23, though we struggle in gaining conviction on the magnitude and exact timing of shortfalls."
Read More For Toni Sacconaghi, A stands for Apple and Ambivalence
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