Countdown to Apple's Worldwide Developers Conference: What you need to know

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The Investment Committee debates what's at stake for Apple today as we countdown to Apple's Worldwide Developers Conference live in Cupertino.
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Ives: "Golden install base", "The AI party, it's 9pm in that party", "Jaw-dropper", "Sleeping Giant". "Table-pounder".

cozyslor
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This day may not affect plenty of you commenting below, but it will affect our future generations… whether that is a good or bad thing is up to apple and partners…

andrewdejesus
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What are the killer apps of consumer-facing AI? Some of the Google Astra demo looks fun-
but no game changer. Agentic AI?

anzatzi
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The only way Apple seems to be able to earn money now, is to Invest in Nvidia's stock! At least apple will get some profit growth through 'cashflows from investing activities'

syedarmaghanhassan
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Put the AI in iPhone, that helps me all those thousands of $, to be able to buy iPhone and Apple devices! We don't sell drugs! We work jobs! We need affordable phones!

syedarmaghanhassan
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No amount of AI will force me to buy a new iphone

MattRodriguez-hj
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tech companies spent $50B on AI chips, of which they have realized $3B in revenue, and Zoom is giving away their AI component.... great ROIC !!!

darrenhere
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Looking at how wrong Siri gets it with Conversational results, wouldn't be surprised if their AI turns out to be a big dud.

gurusukh
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Apple's revenue reduced by 2% last quarter!
27 PE? 😮 excuse me!

syedarmaghanhassan
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I want to hear they bought 10 billion worth of Nvidia Chips

MattRodriguez-hj