The key to the fruit chain is not market share, but user upgrade rate. That's why this round of the cycle will be strong for apples.

Bernstein pointed out that the market generally mistakenly believes that the change in iPhone sales is due to competition with Android manufacturers' market share, but this is not the case. The main driver of iPhone sales is the user upgrade rate. It is expected that Apple will usher in a strong cycle in 2025.

wallstreetcnJul 13 08:36 ET

OpenAI's Q* Gets New Name, Project Strawberry: Report Says It Can Navigate Internet Autonomously With 'Deep Research' And Significantly Better Reasoning Capabilities

OpenAI, the creator of ChatGPT, is reportedly working on a novel artificial intelligence project, codenamed "Strawberry." This project aims to significantly enhance the reasoning capabilities of AI

BenzingaJul 13 02:30 ET

The business model of "Running Carrot"? JPMorgan has made a detailed calculation.

Recently, Baidu's self-driving travel platform, Apollo GO, has become popular, driving Baidu's Hong Kong stocks to rise by more than 12% on the 10th, the highest level in over a month. In response, JPMorgan has put forward its own opinion: the market for self-driving taxis from Baidu is too early and is not reasonable from the fundamental perspective. Therefore, the momentum of its stock price rise may weaken in the short term. However, analysts further pointed out that if Apollo GO business can improve its profitability, it is expected to achieve a city-level break-even in the second half of 2024: With the introduction of the next generation of vehicles and a significant change in the ratio of vehicle safety personnel, the next few quarters of Baidu's business may see an improvement.

wallstreetcnJul 13 00:10 ET

Inflation Drop Fuels Rate Cut Speculation, Investors Shift To Sector Laggards, Russell 2000 Surges Over 3.6%: This Week In The Markets

Consumer price index data this week provided encouraging signs that American inflation is moving ever closer to the Federal Reserve's much-discussed 2% target.This fueled speculation about interest

BenzingaJul 12 16:33 ET

Snap's Senior VP of Partnerships and Strategy Exits in the Wake of HR Complaints

Seeking AlphaJul 12 15:57 ET

AI Super Bulls Pay Attention To The Biggest Divergence Since 2001, TSLA Call Buyers Crushed

To gain an edge, this is what you need to know today. AI Super Bulls Pay Attention Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock

BenzingaJul 12 15:39 ET