{"id":177914,"date":"2025-09-29T14:57:11","date_gmt":"2025-09-29T14:57:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/177914\/"},"modified":"2025-09-29T14:57:11","modified_gmt":"2025-09-29T14:57:11","slug":"ai-still-a-problem-but-company-has-shifted-the-story","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/177914\/","title":{"rendered":"AI \u2018Still a Problem\u2019 But Company Has \u2018Shifted the Story\u2019"},"content":{"rendered":"\n

We recently published Analysts Are Talking About These 10 Stocks as AI Investments Continue to Grow<\/a>. Apple Inc (NASDAQ:AAPL) is one of the stocks analysts were recently talking about.<\/p>\n

Alex Kantrowitz, Big Technology Founder, said in a latest program on CNBC that Apple Inc (NASDAQ:AAPL) has finally shifted the market focus from AI to its core business of iPhones with the latest model launch of its flagship device. The analyst thinks Apple\u2019s lack of progress on AI is \u201cstill a problem,\u201d but the company has \u201cshifted the story\u201d for now.<\/p>\n

\u201cWell, the first thing I would say is it\u2019s great news for Apple Inc (NASDAQ:AAPL) that there\u2019s a story about the company that is not involving Apple Inc (NASDAQ:AAPL) intelligence or AI. We are going back now to the roots of Apple Inc (NASDAQ:AAPL) which is that they are an excellent phone maker and the improvements that they showed for this model are coming out. People want these models because they\u2019re more durable because they have better battery life and they are going back to their bread and butter and we\u2019re hearing about the product itself and people are responding. So, I think the narrative that\u2019s been around Apple Inc (NASDAQ:AAPL) not being able to do artificial intelligence over the last few years, that\u2019s still a problem, but they\u2019ve shifted their story. People are responding. They\u2019re going out lining up to buy the phones both in New York, but also in China, which is really important.\u201d<\/p>\n

\"\" <\/p>\n

Image by MayoFi<\/a> from Pixabay<\/a> <\/p>\n

Apple can only do so much in innovation to revolutionize its iPhone each year. A UBS survey shows that the iPhone upgrade cycle has reached 35 months in the US. A separate report from Consumer Intelligence Research Partners says about 63% of iPhone users keep their smartphones for more than two years. Apple is losing its pricing edge as it has to put a cap on its price tags to compete in key markets like China. Samsung, Xiaomi and other companies can launch advanced hardware and software features to compete with Apple and keep the company under pressure in Asia.<\/p>\n

Macquarie Core Equity Fund stated the following regarding Apple Inc. (NASDAQ:AAPL) in its\u00a0second quarter 2025 investor letter:<\/a><\/p>\n

\u201cApple Inc.\u00a0(NASDAQ:AAPL) declined in the quarter and meaningfully underperformed the S&P 500. The security contributed to relative performance due to our underweighting, approximately 50% lower than the benchmark weight. While Apple continues to have laudable attributes and strong repurchase intent, the company is failing to grow at historical rates given the maturation of many key products.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"We recently published Analysts Are Talking About These 10 Stocks as AI Investments Continue to Grow. Apple Inc…\n","protected":false},"author":2,"featured_media":177915,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,6305,7175,276,277,49,48,61],"class_list":{"0":"post-177914","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-stock","10":"tag-apple-inc","11":"tag-artificial-intelligence","12":"tag-artificialintelligence","13":"tag-ca","14":"tag-canada","15":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/177914","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=177914"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/177914\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/177915"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=177914"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=177914"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=177914"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}