By Thomas Richmond
Publication Date: 2026-05-07 12:41:00
Quick Read
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Devendra Hardawar argues Apple (AAPL) is demonstrating discipline by moving slowly on AI while Microsoft (MSFT) accelerates spending.
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Apple delivered $111.2B in March-quarter revenue and $30.976B in Services—all-time records—without AI-driven capital outlays.
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Microsoft is boosting 2026 CapEx by $25B to $190B total as AI revenue hit $37B annually, but MSFT stock is down 14.11% YTD while AAPL is up 3.14%.
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The analyst who called NVIDIA in 2010 just named his top 10 stocks and Apple wasn’t one of them. Get them here FREE.
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…
