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
"Even if the DOJ case largely wins... I think the US consumer is pretty locked into whatever ecosystem they're in whether it's Android or iOS."
Read More Toni Sacconaghi sees Apple buying opportunity (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."
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Will the promised new AI services be for everybody (like FaceTime was) or only for iPhone 16 Pro buyers (to stimulate upgrades).
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"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)
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'
"It's HAL, and it's locking the astronauts out of the spaceship!" -- Joe Kernan
Read More CNBC hosts, freaked by Bing, put Sacconaghi on the spot (video)
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)
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