Needham: GenAI is a win for the big-spending hyperscalers. For Apple, it's a cost.

From Stan Schroeder's "Apple's iPhone Pocket is a new way to carry the iPhone, and we have questions" posted Tuesday by ...

"Apple has stopped short of canceling the next iPhone Air, internally code-named V62, and some Apple engineers and ...

From "The device side of AI really hasn't taken off yet, says Deepwater's Gene Munster" which aired Monday on CNBC.