$Apple(AAPL)$
Neo MacBooks has opened a new market for Apple. There will be a new slew of users for its Apple ecosystem, including its services. Apple products are very sticky and Neo MacBooks are the entry point for the budget users.
Apple will soon be integrating Gemini into its Siri models, which should be a good driver for its products.
Agentic AI wise, there has been users who snap up Macstudios to run openclaw. CPUs has been on a tear lately with intel and amd leading the pack. Hope to see some blowout numbers and marketing on this front.
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