Apple Might Wait Until September to Reveal Most New AI Features: Bernstein

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Apple Might Wait Until September to Reveal Most New AI Features: Bernstein

seekingalpha04-18

Apple has made plenty of comments, acquisitions, hires and investments related to building artificial intelligence, but has yet to reveal any new AI products.While many anticipate great reveals at ...

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setia100
·04-18
Wind of change ❗ Like it or not AAPL is playing catch-up 🤪
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Other possibilities for AI integration include Apple Music, Xcode, Pages and Keynote.\"While Apple is developing its own LLM, code-named Ajax, the company is also in talks with potential partners including Google (GOOG)(GOOGL), OpenAI and Baidu about using external LLM,\" Bernstein notes.Bernstein also points to three primary ways Apple can monetize AI. These include AI-enabled capabilities on its iconic iPhone, capturing AI search through advertising and charging a take rate on AI apps.Overall, Bernstein rates Apple at Market-Perform and set a price target of $195 on the stock.Apple has slid 13% year to date.Apple has a Hold rating from Seeking Alpha analysts, but a Buy rating from Wall Street Analysts. Seeking Alpha's Quant system, which routinely beats the market, rates it a Hold.","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[{"id":296586809999616,"gmtCreate":1713446409144,"gmtModify":1713446412970,"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Wind of change ❗ Like it or not AAPL is playing catch-up 🤪","listText":"Wind of change ❗ Like it or not AAPL is playing catch-up 🤪","text":"Wind of change ❗ Like it or not AAPL is playing catch-up 🤪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296586809999616","repostId":2428956955,"repostType":2,"repost":{"id":"2428956955","pubTimestamp":1713444802,"share":"https://www.laohu8.com/m/news/2428956955?lang=&edition=full","pubTime":"2024-04-18 20:53","market":"hk","language":"en","title":"Apple Might Wait Until September to Reveal Most New AI Features: Bernstein","url":"https://stock-news.laohu8.com/highlight/detail?id=2428956955","media":"seekingalpha","summary":"Apple (NASDAQ:AAPL) has made plenty of comments, acquisitions, hires and investments related to building artificial intelligence, but has yet to reveal any new AI products. While many anticipate great","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple </a> has made plenty of comments, acquisitions, hires and investments related to building artificial intelligence, but has yet to reveal any new AI products.</p><p>While many anticipate great reveals at Apple&#39;s Worldwide Developers Conference in June, analysts at the European bank Bernstein Société Générale expect Apple to wait until September, when the iPhone 16 launch occurs.</p><p>&#34;We expect most AI features to be unveiled with the iPhone in September, as opposed to at WWDC, consistent with other key software features like Dynamic Island, Siri, and Facetime, all of which were introduced at the time of phone launch,&#34; said Bernstein&#39;s Toni Sacconaghi and Daniel Zhu in a note Thursday. &#34;We see the timeline for AI features such as a multi-modal Siri and an AI wellness coach as less clear.&#34;</p><p>Bernstein expects the iPhone 16, at minimum, will offer AI features similar to the Pixel 8 and Galaxy 24. Other possibilities for AI integration include Apple Music, Xcode, Pages and Keynote.</p><p>&#34;While Apple is developing its own LLM, code-named Ajax, the company is also in talks with potential partners including Google (GOOG)(GOOGL), OpenAI and Baidu about using external LLM,&#34; Bernstein notes.</p><p>Bernstein also points to three primary ways Apple can monetize AI. These include AI-enabled capabilities on its iconic iPhone, capturing AI search through advertising and charging a take rate on AI apps.</p><p>Overall, Bernstein rates Apple at Market-Perform and set a price target of $195 on the stock.</p><p>Apple has slid 13% year to date.</p><p>Apple has a Hold rating from Seeking Alpha analysts, but a Buy rating from Wall Street Analysts. Seeking Alpha&#39;s Quant system, which routinely beats the market, rates it a Hold.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Might Wait Until September to Reveal Most New AI Features: Bernstein</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Might Wait Until September to Reveal Most New AI Features: Bernstein\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-18 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4090947-apple-might-wait-until-september-to-reveal-most-new-ai-features-bernstein><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple  has made plenty of comments, acquisitions, hires and investments related to building artificial intelligence, but has yet to reveal any new AI products.While many anticipate great reveals at ...</p>\n\n<a href=\"https://seekingalpha.com/news/4090947-apple-might-wait-until-september-to-reveal-most-new-ai-features-bernstein\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0251142724.SGD":"Fidelity America A-SGD","LU0310800965.SGD":"FTIF - 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Templeton Global Equity Income A MDIS SGD"},"source_url":"https://seekingalpha.com/news/4090947-apple-might-wait-until-september-to-reveal-most-new-ai-features-bernstein","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2428956955","content_text":"Apple  has made plenty of comments, acquisitions, hires and investments related to building artificial intelligence, but has yet to reveal any new AI products.While many anticipate great reveals at Apple's Worldwide Developers Conference in June, analysts at the European bank Bernstein Société Générale expect Apple to wait until September, when the iPhone 16 launch occurs.\"We expect most AI features to be unveiled with the iPhone in September, as opposed to at WWDC, consistent with other key software features like Dynamic Island, Siri, and Facetime, all of which were introduced at the time of phone launch,\" said Bernstein's Toni Sacconaghi and Daniel Zhu in a note Thursday. \"We see the timeline for AI features such as a multi-modal Siri and an AI wellness coach as less clear.\"Bernstein expects the iPhone 16, at minimum, will offer AI features similar to the Pixel 8 and Galaxy 24. Other possibilities for AI integration include Apple Music, Xcode, Pages and Keynote.\"While Apple is developing its own LLM, code-named Ajax, the company is also in talks with potential partners including Google (GOOG)(GOOGL), OpenAI and Baidu about using external LLM,\" Bernstein notes.Bernstein also points to three primary ways Apple can monetize AI. These include AI-enabled capabilities on its iconic iPhone, capturing AI search through advertising and charging a take rate on AI apps.Overall, Bernstein rates Apple at Market-Perform and set a price target of $195 on the stock.Apple has slid 13% year to date.Apple has a Hold rating from Seeking Alpha analysts, but a Buy rating from Wall Street Analysts. Seeking Alpha's Quant system, which routinely beats the market, rates it a Hold.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":10,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}