By
William Edwards
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Josh Edelson / AFP via Getty Images
AI and the memory crunch are in focus ahead of Apple earnings and Tim Cook's last call as CEO
Here's what Wall Street analysts are saying about the stock heading into earnings, and as Tim Cook gets ready to hand the reins over to John Ternus.
TL;DRAI
Tim Cook's final earnings call Thursday focuses on iPhone 18 pricing, memory costs, and AI strategy gaps as John Ternus takes over September 1. Rising memory pressures margins; Services growth (iCloud+, AppleCare+) should compensate, but Apple needs a killer AI use case after avoiding competitors' capex spending boom.
827 words~4 min read
