5 big analyst AI moves: iPhone demand at a turning point amid AI-driven supercycle
Wedbush analysts said recent Asia supply chain checks indicate stabilization for Apple’s iPhone, which has been grappling with a slowdown in sales for months.) stock from $250 to $275, noting that the stabilization is a very positive sign as the company approaches a significant iPhone 16 upgrade cycle.
Wedbush said its recent checks in Taiwan imply that April results for Apple's supply chain were 2% ahead of historical linearity, while consensus remained unchanged. Goldman highlighted that Microsoft’s extensive offerings for both businesses and consumers position the company “to define how AI evolves into a more broadly used technology.”
“For this reason, the company’s announcements - from Copilot extensions, to the distillment of foundation models and AI-enabled PCs - we expect Microsoft to be able to sustain its first-mover advantage to continue to be a dominant player in the age of Gen-AI,” analysts wrote.
“This is fundamentally different from what networks have been asked to do in the past, likely providing Nvidia with performance and competitive advantages over network-centric Ethernet players like ANET and Cisco from x86 incumbents INTC/AMD," analysts wrote.
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