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cover of episode Investors Look To Apple's WWDC For Guidance

Investors Look To Apple's WWDC For Guidance

2025/6/9
logo of podcast Bloomberg Technology

Bloomberg Technology
AI Chapters Transcript
Chapters
This chapter analyzes investor anxiety surrounding Apple's AI strategy and the expectations for the WWDC. Mark Gurman's insights reveal Apple's focus on third-party developer access to its LLMs and UI updates, rather than groundbreaking AI advancements. The discussion also touches on Apple's year-to-date stock performance and the potential impact of the WWDC announcements.
  • Investor anxiety about Apple's AI strategy
  • WWDC focus on third-party developer access to Apple's LLMs
  • UI updates as a major announcement
  • Apple's year-to-date stock underperformance
  • Expectations for AI advancements at WWDC

Shownotes Transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple's software and AI goals as the company kicks off its annual Developers Conference in Cupertino. Plus, AI and tariffs top the agenda for China-US trade talks as discussions get underway in London. And, Warner Brothers Discovery splits its streaming and cable businesses.

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