Needham's Laura Martin: Apple finally laid out AI strategy, even though it's four quarters late

and talk more about Amazon and Apple results as well. We're joined by Laura Martin today, senior entertainment and internet analyst over at Needm has a buy on Amazon and a hold on Apple. Laura, I'm curious about the latter because phone revenue slight miss, America's revenue slight miss, China miss obviously uh and yet we got some pretty aggressive target increases across the street today, >> right.And the stock was up really I think for the first time they laid out a generative AI narrative saying they're ...