He's a great analyst, says Cramer, but his direction work is "suboptimal."
Read More Jim Cramer calls Toni Sacconaghi's Apple upgrade 'a bit suspect' (video)
He's a great analyst, says Cramer, but his direction work is "suboptimal."
Read More Jim Cramer calls Toni Sacconaghi's Apple upgrade 'a bit suspect' (video)
"We have an opportunity to buy a really good franchise at an attractive price."
Read More Why Toni Sacconaghi upgraded Apple to Outperform (video)
Toni Sacconaghi says it’s time to ‘buy the fear’"
From Brandon Evans' "Apple might wait until September to reveal most new AI features: Bernstein" posted Thursday by Seeking Alpha ($).
Read More Toni Sacconaghi: Don't expect a full Apple AI reveal at WWDC in June
"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
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)
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