Moffett: Apple is seen as the A.I. defensive play compared to more capital-intensive strategies

Craig Moffett, Senior Managing Director at MoffettNathanson, expects incremental updates from Apple's event and anticipates long-term benefits but cautions that meeting elevated expectations could be challenging.

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Craig Moffett, Senior Managing Director at MoffettNathanson, expects incremental updates from Apple's event and anticipates long-term benefits but cautions that meeting elevated expectations could be challenging..