#wamsimohan — Public Fediverse posts on home.social

People @[email protected] · 2026-07-22 · 00:05 UTC

https://www.europesays.com/people/160914/ Apple’s Margin Squeeze Takes Center Stage Ahead of Cook’s Final Earnings Call — BigGo Finance #apple #BankOfAmerica #GoogleCloud #Intel #iphone #LipBuTan #ServicesRevenue #TimCook #WamsiMohan #Xeon6700P

#xeon6700p #wamsimohan #timcook #servicesrevenue #lipbutan #iphone

The Bad Place @[email protected] · 2026-05-27 · 10:25 UTC

US Top News and Analysis | Bank of America says a shift in AI is playing into Apple's hands. And the stock should benefit

AI generated summary, Read the full article for complete information.

Bank of America reaffirmed its buy recommendation on Apple and lifted its price target to $380 from $330, implying about a 23 % upside from the latest close. Analyst Wamsi Mohan argued that the industry’s shift toward “agentic” AI – AI that interacts directly with individual users – will favor Apple because its devices, Apple silicon and iOS give it unrivaled control over user data, latency, privacy and reliability. He said this creates an “AI moat” that could turn Siri into the iPhone’s orchestration layer, potentially delivering $15‑30 billion in incremental revenue by fiscal 2030 (up to $40‑65 billion in a bullish scenario).

#BankofAmerica #Apple #WamsiMohan #Siri #AI

#bankofamerica #apple #wamsimohan #siri #ai

The Bad Place @[email protected] · 2026-04-21 · 14:45 UTC

US Top News and Analysis | Why the timing of Apple's CEO change could mean a good earnings report is around the corner

AI generated summary, Read the full article for complete information.

The timing of Tim Cook’s departure from Apple, announced a week before the company’s fiscal second‑quarter earnings release on April 30, is being read by analysts as a positive signal. Cook will step down as CEO and become executive chairman, with senior vice‑president of hardware engineering John Ternus assuming the role on September 1. Analysts at Melius, Bank of America and D.A. Davidson suggest the change was planned from a position of strong business momentum, citing record iPhone sales, a strong upgrade year and upcoming AI‑enabled hardware as reasons Cook can leave on a high note. Consensus forecasts predict EPS of $1.94 on revenue of $109.35 billion, and the stock holds an overweight rating with a target price of $301.62. While Apple shares slipped slightly after the announcement, experts see the move as a sign that Apple may refocus on hardware and new product categories such as AR glasses and smart‑home devices, potentially making 2027 a landmark product year.

#Apple #TimCook #JohnTernus #ARglasses #BenReitzes #WamsiMohan

AI generated summary, Read the full article for complete information.

#apple #timcook #johnternus #arglasses #benreitzes #wamsimohan