By Thomas Richmond
Publication Date: 2026-05-07 12:41:00
The narrative around Apple and AI has flipped. A year ago, Apple’s restrained posture toward generative AI looked like a weakness. On the latest This Week in Tech podcast, host Leo Laporte and panelists Devendra Hardawar, Micah Sargent, and Nicholas DeLeon argued the patient approach now looks like discipline, especially set against Microsoft’s accelerating capital outlays. As Hardawar explained, “Microsoft is pulling back on Copilot stuff. All these companies are kind of taking a second look at their AI investments. Apple can just sit tight and be slow about it.”
Apple Is Still Delivering Without an AI splurge
Apple (NASDAQ:AAPL | AAPL Price Prediction) reported $111.184 billion in revenue for the March quarter, up 16.6% year over year, with EPS of $2.01, beating the $1.94 consensus. iPhone revenue reached $56.994 billion, while Services hit a record $30.976 billion. The company also approved a $100 billion buyback and raised its dividend by 4%.
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