Apple: Awaiting a Breakthrough in AI

23 days ago

Thomas Hughes

"Apple, for me, is a contrarian play because it hasn't really done that well with AI. A lot of the criticism is that it's just not doing anything with AI, yet it's still doing very well with strong iPhone sales and solid margins. The catalyst will be what it decides to do with AI in its stack, and if that comes out in 2026, it could be a big deal. Apple is about quality and execution, and when it comes out, it will be a finished product that consumers will want to buy."

The analyst presents a nuanced view on Apple, noting its underwhelming AI narrative despite strong core business fundamentals. While there is uncertainty about its AI strategy, Apple's renowned execution and quality could turn its fortunes around if its AI initiative materializes by 2026.

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