$蘋果(AAPL)$ A $4T Company Changes Hands Apple reports Q2 earnings this Thursday, April 30, just as its leadership enters a new phase. This chart shows two distinct eras: - Steve Jobs: product driven growth, +5,500% stock return - Tim Cook: scale and execution, taking Apple to $4T Cook’s tenure wasn’t about reinvention overnight. It was about expanding what Jobs built, across supply chains, services, and capital returns. Now, leadership changes at a very different moment, with AI reshaping the industry.
$英特爾(INTC)$Intel is being repriced as an AI Infrastructure player Data Center & AI: +$5.7B (+33.7%) Foundry: +$4.4B (+24.4%) Client Computing -$0.2B Intel is adding nearly +10B in AI-driven growth, the stock soared +24% on Friday.