Dan Ives says for Apple, "it's all about AI and a supercycle in memory."

Look, it was a phenomenal quarter. I mean, if you think about what we saw specifically with iPhone in China, I mean, that was robust. Tailwind services strong.>> Greater China was up 38% yearon year. Uh, it was driven by iPhone where we set an all-time revenue record. So, it's the it was the best iPhone quarter in history in in greater China.Traffic in our stores in China grew by strong double digits year-over-year. >> It's all about AI. investors want to see what the strategy is, what the monetization, obv ...