Stephen Sopko Explains AAPL "Edge AI" Thesis

Apple (AAPL) earnings are out and the "extraordinary demand" for iPhone 17 products shows its hardware business continues to hold a strong grip on smartphone market share. But for Stephen Sopko, he's waiting to hear more about its AI exposure. "I like to say that Apple is the largest Edge AI company in the world," he says. Stephen wants to know how much AI processing occurs on the iPhone devices themselves and believes the company needs more "breadcrumbs" on newer products. He later addresses Apple's China market and how incoming CEO John Ternus will navigate the company's brand abroad.

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