BUZZ-Street View: Apple's AI push wins praise, but risks linger

Reuters

Aug 01, 2025

BUZZ-Street View: Apple's AI push wins praise, but risks linger

** Apple projected stronger-than-expected revenue for the September quarter, however, CEO Tim Cook warned that U.S. tariffs would add $1.1 billion in costs during the period

** Shares up 1% at $210.1 in premarket trading

SIRI-OUSLY PROMISING? AI GLOW-UP SPARKS HOPE..AND HESITATION

** J.P.Morgan ("overweight," PT: $255) says Apple's strong results and AI investments support near-term optimism, but they remain cautious on iPhone 17 momentum and regulatory risks

** BofA ("buy," PT: $240) expects Apple to benefit from strong iPhone sales, upcoming redesigns, and growing AI investments, positioning it well for 2026, while its Services business remains resilient despite legal challenges.

** D.A. Davidson ("buy," PT: $250) says Apple's AI push is lifting iPhone sales, with Apple Intelligence as a tailwind, though progress is slow and Siri's revamp is now expected next year, alongside rising capital spend to fuel growth

** Morgan Stanley ("overweight," PT: $240) say iPhone demand is rebounding as upgrades accelerate, driven by AI feature compatibility, China sales, and the iPhone 16e launch, signaling a multi-quarter replacement cycle

(Reporting by Rashika Singh in Bengaluru)

((rashika.singh@thomsonreuters.com))

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AI GLOW-UP SPARKS HOPE..AND HESITATION** J.P.Morgan (\"overweight,\" PT: $255) says Apple's strong results and AI investments support near-term optimism, but they remain cautious on iPhone 17 momentum and regulatory risks** BofA (\"buy,\" PT: $240) expects Apple to benefit from strong iPhone sales, upcoming redesigns, and growing AI investments, positioning it well for 2026, while its Services business remains resilient despite legal challenges.** D.A. Davidson  (\"buy,\" PT: $250) says Apple's AI push is lifting iPhone sales, with Apple Intelligence as a tailwind, though progress is slow and Siri's revamp is now expected next year, alongside rising capital spend to fuel growth** Morgan Stanley (\"overweight,\" PT: $240) say iPhone demand is rebounding as upgrades accelerate, driven by AI feature compatibility, China sales, and the iPhone 16e launch, signaling a multi-quarter replacement cycle (Reporting by Rashika Singh in Bengaluru) ((rashika.singh@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}