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Why the Tim Cook Doctrine Is Preventing Apple From Winning at AI
Under Cook’s leadership—both as CEO and before that as COO—Apple brought its most important technologies in-house. It designs ...
Apple's AI Pivot Changes Everything (Rating Downgrade)
FY25 revenue surged 5%, driven by record services growth. Learn AAPL's about market share shifts, tariff challenges, and AI ...
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Apple Stock (AAPL) Bulls Shaken to Their Core by Tariffs & AI Setbacks
Things haven’t been business as usual this year in Cupertino. The Big Tech giant Apple ($AAPL) has faced significant headwinds over the past few ...
Should You Sell Apple's Stock Before July 31?
Apple has fallen behind in the AI arms race. As earnings season approaches, investors should review their portfolios and ...
Apple’s AI efforts ‘have struck midnight,’ and the only way it can stop getting further behind is acquiring Perplexity, analyst Dan Ives says
Apple is way too behind and does not have the AI technology to compete. The clock has struck 12, they need to acquire ...
Meta reportedly recruits Apple’s head of AI models
Ruoming Pang previously ran Apple's in-house team that trained the AI foundation models that underpin Apple Intelligence and ...
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Forget About Share Buybacks and Dividends: Here Is How Apple Can Win Growth Investors Back
For many years, Apple has been considered reliable for its dividend and stock buybacks. Since AI emerged, Apple has done little to explore the tech beyond a partnership with OpenAI. With plenty of ...
Why Apple CEO Tim Cook’s AI struggles serve as a warning for C-suite leaders
In a new Fortune article, my colleague Geoff Colvin highlights the dilemma facing Apple CEO Tim Cook. Chief executive since ...