Apple: Why the Most Valuable Company in the World is Saving on AI and What Follows on July 30

Apple is once again the most valuable company in the world with $4.96 trillion, ahead of NVIDIA at $4.7 trillion. On July 30, quarterly results must underpin Apple's strategy. Through its strategic focus on on-device AI and partnerships, the company is maintaining its expected infrastructure investments for 2026 at an extremely resource-efficient $11.4 billion. A massive hardware supercycle is approaching, as over 800 million iPhones are not compatible with the new "Apple Intelligence."   Q3 Results in Focus – The Calm Before the...