"Christmas comes early for the tech world."
"This will be a multi-year AI journey that will define the future for Apple with its next generation chip architecture, hardware releases, and future iPhone models built around the AI foundation that many consumers will ultimately embrace."
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A place for Apple traders and investors to share their best ideas.
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Get out the popcorn, says Ives.
"The growing view of the Street is that Khan would be out at the FTC and this could be a huge catalyst for more deal flow in the Big Tech landscape."
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"The inflection point quarter starts to happen in December and iinto March."
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"We expect a strong iPhone performance for the September quarter and expect a relatively bullish December iPhone demand commentary from Cook & Co." — Analyst Daniel Ives
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"The strength in particular is coming from the higher end Pro and Pro Max as models are up an eye popping 44% from a year ago."…
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"We expect developers over the next 6 to 9 months to build hundreds of generative AI-driven apps."
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Snapshots of Apple's finances you won't find anywhere else.
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