This chapter covers the postponement of Apple Intelligence’s debut to iOS 18.1 and iPadOS 18.1, along with new features revealed in the beta release for developers. It discusses the potential impact of this delay on Apple’s sales outlook and examines anticipated hardware advancements in upcoming iPhone models. The conversation also highlights historical sales trends and competitive pressures, particularly in the context of the Chinese market.
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Bloomberg News Chief Technology Correspondent Mark Gurman discusses Apple’s upcoming artificial intelligence features arriving later than anticipated, missing the initial launch of its upcoming iPhone and iPad software overhauls but giving the company more time to fix bugs. Bloomberg Intelligence Senior Restaurant Analyst Mike Halen breaks down McDonald's earnings offset by a traffic decline due to weaker consumer spending. Rob Nichols, President of the American Bankers Association, shares his thoughts on the banking sector and regulatory challenges. Jon Vander Ark, CEO of Republic Services, talks earnings and the transition from garbage industry to environmental services. And we Drive to the Close with Cheryl Smith, Portfolio Manager at Trillium Asset Management.
Hosts: Tim Stenovec and Emily Graffeo. Producer: Paul Brennan.
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