Apple is taking a very different path through the AI boom.
In this Yahoo Finance interview, Dan Howley breaks down why investors are rewarding Apple’s more disciplined AI strategy, what John Ternus inherits as Tim Cook steps aside as CEO, and what the company must do to find its next breakthrough product beyond the iPhone.
The conversation also explores Apple’s AI investments, Vision Pro, smart glasses, wearables, iPhone pricing, services growth, and why Apple’s lower AI spending may actually be a competitive advantage in today’s market.
Timestamps
00:00 Tim Cook begins Apple’s leadership transition
00:36 John Ternus’ biggest challenge
01:40 What’s Apple’s next product?
03:10 Why Apple reached a $5 trillion valuation
04:14 Why investors like Apple’s AI strategy
05:24 Apple isn’t spending like Big Tech
06:13 Will iPhone prices rise?
06:59 Apple’s memory cost challenge
#Apple #TimCook #JohnTernus #AI #ArtificialIntelligence #Technology #Stocks #YahooFinance
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