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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.

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businessinsider.comStai leggendo1 g fa

AI and the memory crunch are in focus ahead of Apple earnings and Tim Cook's last call as CEO

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.

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Timeline cronologica

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AI and the memory crunch are in focus ahead of Apple earnings and Tim Cook's last call as CEO

Confronto fonti

AI and the memory crunch are in focus ahead of Apple earnings and Tim Cook's last call as CEO

Timeline cronologica

Tim Cook’s last earnings call comes at momentous time for Apple with stock at record

Tim Cook's final earnings call as Apple CEO is July 30, and crypto markets should pay attention

Tim Cook’s last earnings call comes at momentous time for Apple with stock at record

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AI and the memory crunch are in focus ahead of Apple earnings and Tim Cook's last call as CEO

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