Can Apple’s AI initiatives drive a product cycle?

Despite an initial decline, shares of Apple (AAPL) have risen as investors digest the tech giant’s AI announcements. New Street Research technology infrastructure analyst Antoine Chkaiban joins Market Domination to discuss Chkaiban noted that while Apple’s Worldwide Developers Conference (WWDC) had “boring” moments on Monday, “it was exciting because we thought it really captured the … Read more

We are already seeing the benefits of rapid AI adoption

Shares of Synopsys (SNPS) are jumping after the company reported better-than-expected results and raised its full-year guidance on Wednesday. Synopsys CEO Sassine Ghazi joins Market Domination to discuss the company’s work with Nvidia (NVDA) and its acquisition of Ansys (ANSS) and the broader AI moment. Ghazi explains that the quarter’s “strong performance” was driven by … Read more

Microsoft AI PCs are a ‘game changer’: analyst

At its Build conference this week, Microsoft (MSFT) announced Copilot+ PCs, which are designed to integrate artificial intelligence capabilities into its computers. RBC Capital Markets Software Equity Analyst Rishi Jaluria and Macquarie Head of US AI & Software Research Frederick Havemeyer join Market Domination to discuss the company’s latest AI activities. “I think the introduction … Read more