Apple is at the point where they've gotten AI right: Angelo Zino
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WE THINK SO. TWO DISAPPOINTING YEARS WHERE THEY LEFT CONSUMERS HANGING AND INVESTORS AS WELL. ... YOU EXPECT THE STOCK COULD POP A LITTLE AFTER THIS EVENT. YOU HAVE A NEW PRICE TARGET. YOUR PRICECE TARGET IS $350 A SHARE
Contexto extraído por IA "WE THINK SO. TWO DISAPPOINTING YEARS WHERE THEY LEFT CONSUMERS HANGING AND INVESTORS AS WELL... YOU EXPECT THE STOCK COULD POP A LITTLE AFTER THIS EVENT. YOU HAVE A NEW PRICE TARGET. YOUR PRICECE TARGET IS $350 A SHARE."
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>> Reporter: ENVIRONMENTAL REGULAR STRATEGY PROJECTS AND RULES FOR DIVERSITY, EQUITY AND INCLUSION. STUART: THANK YOU. APPLE WILL HOLD ITS ANNUAL HARDWARE EVENT, SURPRISE AND SHINE. ANGELO ZENO COVERS THE COMPANY. ANGELO, WILL THIS IPHONE 18 CYCLE BE THEIR AI REDEMPTION MOMENT? ANGELO:WE THINK SO. TWO DISAPPOINTING YEARS WHERE THEY LEFT CONSUMERS HANGING AND INVESTORS AS WELL. THIS IS THE POINT WHERE APPLE HAS GOTTEN AI, ALL ABOUT THIS INTEGRATION AMONG OTHER THINGS, TO FLOW ACROSS THE ECOSYSTEM, THE APPS STORE, DEVELOPERS CREATE GREAT TOOLS WITH THAT. THIS IS ALL ABOUT MAKING APPLE OR IPHONE THE ULTIMATE ASSISTANT OUT THERE FOR CONSUMERS. IT IS A WORK IN PROGRESS BUT THIS WILL BE THE TIPPING POINT FOR CONSUMERS. WHAT IS IMPORTANT WITH THIS CYCLE, THEY WILL HOLD OFF LAUNCHING THOSE DEVICES INTO THE SPRING, THEY WERE ALL DEALT ONLY THOSE PRO DEVICES AS WELL AS A NEW PHONE IN TERMS OF FOLDABLES, HIGHER PRICED IN NATURE, IT WILL DRIVE 6 TO 10 POINTS OF UPSIDE INVESTOR EXPECTATIONS AND WHAT IS IMPOPORTANT IS THE FACT THAT THOSE DEVICES WILL WORK WELL WITH AI. STUART: YOU EXPECT THE STOCK COULD POP A LITTLE AFTER THIS EVENT. YOU HAVE A NEW PRICE TARGET. YOUR PRICECE TARGET IS $350 A SHARE 316. ANGELO:IT'S BASED ON LOW 30s, 2028 ESTIMATES. NOT CHEAP BY ANY MEANS BUT WHEN YOU LOOK AT OTHER CONSUMER STAPLES ORIENTED COMPANIES OUT THERE, PROVIDE SAMPLE UPSIDE, OR EVEN HIGHER. IF YOU ULTIMATELY ROLL OUT SERVICES TIED TO AI WHICH THEY THINK THEY WILL DO, MORE OF A 2027 STORY. STUART: YOU HAVE CONFIDENCE IN THE NEW CEO TAKING OVER FROM HIS PREDECESSOR? ANGELO:THIS GUY HAS BEEN AROUND 20 YEARS, WHAT APPLE DOES IS UPGRADE, WORKING WITH BOTH COKE AS WELL AS JOBS, WE LOVE THAT AND THE FACT THAT COOK STAYS ON AS CHA
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