Apple's (AAPL) AI initiative — dubbed 'Apple Intelligence' — is allowing it to play in the tightening tech race by adopting and integrating artificial...
) AI initiative — dubbed" Apple Intelligence " — is allowing it to play in the tightening tech race by adopting and integrating artificial intelligence features in its devices. But are there still risks within this strategy that has pushed the tech sector to new heights?
At least that's the argument being made by analyst at Moffett Nathanson, who initiated coverage on the stock with a neutral rating.We've got Clay Griffin, he's the analyst with Moppet Moffett Nathanson.
And so we really like Apple's positioning relative to trust and privacy and their reputation with, with, with the consumers unparalleled. And so with that in mind, I mean, what is expected to drive the mass adoption that, that critical mass moment for A I and, and at people's fingertips because that's what our previous guest, Tony Wong was quipping as well.
So it's been what 10 years and um you know, really has a Apple and others really have not been able to execute on that on that promise.There's a see challenges around the globe when you think about um how are they going to implement this Apple Intelligence strategy in China?You've got in Europe, you've got the, the Digital Markets Act which is going to make it difficult for them, for Apple to really lean on its advantages when you think about vertical integration.
But, but there's, but there's regulatory risk across the globe if you think about what's happening with app store policies, not only in the US, but particularly in Europe.
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