Apple·
Tim Cook says heavy Siri AI users may buy more compute on iCloud+. The plan isn't finished
On his final earnings call, Tim Cook said Apple will offer Siri AI upgrades through iCloud+ for heavy users. No price and no tier have been announced.
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Kevan Parekh
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First covered May 1, 2026, latest Aug 1, 2026
Apple·
Apple dropped its 7-year 'net cash neutral' policy. Ternus is freeing up the balance sheet for AI.
Mark Gurman's May 3 Power On reads Apple's quiet capital-allocation shift as cover for John Ternus to spend more on AI infrastructure and acquisitions, less on buybacks.
Apple·
Apple booked $111.2B in Q2 with Ternus on the call. Cook warned about RAMageddon.
Apple posted record Q2 revenue of $111.2B (up 17%). John Ternus joined his first earnings call as named CEO. Cook warned AI memory costs will hit Apple's June quarter.