WS #12184
Apple stock touches record high on Siri AI beta and Apple Intelligence rollout confidence; Apple Intelligence nearing China approval via Alibaba/Baidu. TSMC Q2 gross margin 67.7% above guidance, revenue at top of range, reinforcing strong AI demand and bullish semiconductor outlook. Microsoft trains sales force to promote in-house AI over OpenAI/Google/Anthropic, signaling competitive shift.
Apple AI Momentum
Apple stock touches record high on Siri AI beta and Apple Intelligence rollout confidence; Apple Intelligence nearing China approval via Alibaba/Baidu.
TSMC Q2 gross margin 67.7% above guidance, revenue at top of range, reinforcing strong AI demand and bullish semiconductor outlook.
Microsoft trains sales force to promote in-house AI over OpenAI/Google/Anthropic, signaling competitive shift.