Motley Fool Money Apple’s New iPhones and Oracle’s AI Bounce
7 snips
Sep 10, 2025 
Lou Whiteman and Rachel Warren, both savvy investment analysts, dive into the latest developments in tech and the economy. They analyze the impact of Apple's new iPhones and explore concerns about its AI performance compared to rivals like Alphabet. The discussion shifts to critical job market trends and inflation. Oracle's impressive stock surge following a strong earnings report highlights the potential in cloud services. The duo also reflects on the wild ride of AI investments and the challenges that come with valuing emerging tech stocks.
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Apple Needs AI To Restart Upgrades
- Apple is a mature hardware company where incremental design changes no longer drive big upgrades.
- Lou says AI-driven software, not hardware tweaks, is the likely catalyst for a new refresh cycle.
iPhone 17 Adds On-Device AI But Trails Pixel
- Apple announced thinner iPhone 17 Air, new A19 Pro chip, and on-device AI capabilities via local LLMs.
- Rachel notes these moves hint at AI integration but still lag behind competitors like Google Pixel.
Services And Switching Costs Drive Apple's Outlook
- Apple's non-iPhone segments (Mac, iPad, wearables) are in decline and services are the main growth lever.
- Lou suggests some Apple products succeed because of switching costs, not absolute superiority.