AAPL Earnings Well Enough, Google Gemini Partnership Real Tectonic Shift Meteo Verona [1jWS1z3QqLA]

Published in Everyday Knowledge

Tag: #Meteo Verona, #ronald dela rosa icc warrant, #brooks nader, #carnesecchi

Apple (AAPL) "executed well enough," says David Nicholson, "and that's enough." The company posted record quarterly revenue yet again but its services revenue came in-line. However, David sees a "tectonic shift" taking place with its partnership in Alphabet's (GOOGL) Google Gemini that he suggests investors not ignore. He sees Gemini insulating margins from Nvidia (NVDA).

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