{"id":119578,"date":"2025-11-03T15:51:16","date_gmt":"2025-11-03T15:51:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/119578\/"},"modified":"2025-11-03T15:51:16","modified_gmt":"2025-11-03T15:51:16","slug":"josh-brown-highlights-the-biggest-open-question-about-apple-aapl-ai-strategy","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/119578\/","title":{"rendered":"Josh Brown Highlights The \u2018Biggest Open Question\u2019 About Apple (AAPL) AI Strategy"},"content":{"rendered":"\n

We recently published Top 9 AI and Non-Tech Stocks to Watch Amid Latest Earnings Season<\/a>. Apple Inc. (NASDAQ:AAPL) is one of the top AI and non-tech stocks.<\/p>\n

Josh Brown from CNBC recently commented on the impact of the Microsoft-OpenAI deal on Apple. OpenAI recently transitioned its for-profit subsidiary into a public-benefit corporation, of which Microsoft will own 27%.<\/p>\n

\u201cI can\u2019t believe no one\u2019s talking about it yet, is what does this mean for Apple\u2019s partnership with OpenAI?,\u201d Brown said.\u201d “Because effectively, I wouldn\u2019t say it\u2019s a merger, but this official financial tie-up between Microsoft and OpenAI is obviously in addition to the technological tie-up. I don\u2019t know, does Apple have to do a deal now with Gemini, or is Apple going to be ready on a standalone basis with a foundational LLM model internally? The Siri\/Apple Intelligence revamp coming on the heels of the rollout that nobody particularly was excited about is going to be, I think, critical for Apple. Do they want to double down on this existing partnership they have with OpenAI, or in light of this now becoming a formal deal with Microsoft\u2019s stake in OpenAI\u2019s revenue, do they turn to Alphabet and Gemini? I think it\u2019s a really fascinating moment in the development of all these platforms, and to me, that\u2019s the biggest open question now that we know what this relationship between Microsoft and the ChatGPT products is going to be.\u201d<\/p>\n

Apple recently posted better-than-expected quarterly results, but narrowly missed forecasts for iPhone amid headwinds in China. The company\u2019s revenue grew about 8%, and its P\/E of 40 is raising some alarms among Apple skeptics who believe iPhone 17 or new models won\u2019t be enough to keep the company growing.<\/p>\n

\"\" <\/p>\n

Columbia Threadneedle Global Technology Growth Strategy stated the following regarding Apple Inc. (NASDAQ:AAPL) in its\u00a0second quarter 2025 investor letter:<\/a><\/p>\n

\u201cFinally, shares of technology bellwether\u00a0Apple Inc.\u00a0(NASDAQ:AAPL) underperformed the market and lost value as the company faced a classic innovator\u2019s dilemma, which appeared all the more egregious as competitors embraced the AI opportunity. Apple has had a dominant market position in smartphones and services, but now more than ever, investors are questioning the future outlook for the company. Despite posting a negative absolute strategy return during the quarter, which weighed on absolute strategy returns, relative to Apple\u2019s the company\u2019s large position in the benchmark our underweight position proved to be a tailwind to relative results during the quarter.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"We recently published Top 9 AI and Non-Tech Stocks to Watch Amid Latest Earnings Season. Apple Inc. (NASDAQ:AAPL)…\n","protected":false},"author":2,"featured_media":119579,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,1646,218,219,61,60,71500,1071,80],"class_list":{"0":"post-119578","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-apple-inc","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-ie","13":"tag-ireland","14":"tag-josh-brown","15":"tag-microsoft","16":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/119578","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=119578"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/119578\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/119579"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=119578"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=119578"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=119578"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}