A.I. to "Add Significantly to Apple's (AAPL) Earnings Power"

Apple (AAPL) Intelligence didn't debut with the iPhone 16, but Andrew Graham with Jackson Square Capital says sales "seem to be picking up." William Kerwin (‪@morningstar‬ ) also notes upsides to the company's delayed A.I. rollout, arguing it will lead to a multi-year cycle for the phone.
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[@prolific1518]

Still wanting for the upgrade supercycle...

[@matthew.m.stevick]

They need to actually get the ai integrated into the phone. 16 release was a non event
Meta is doing innovative and exiting updates.

[@WiCapitalco]

Like the headset? Iphone cycle failure? Lmao

[@KenjiEspresso]

No.