Eddy Cue Talks up AI Search, Google’s Response to Cue’s Testimony, Future of Search
Happy Monday. Yet again, we begin a new week with a lot of news.
Late last week, Apple filed its motion to stay related to the anti-steering rule. The filing is on my “will discuss” list for this week.
There is news regarding the U.S. and China reaching some sort of trade de-escalation in which U.S. tariffs on goods from China have been reduced from 145% to 30% for three months.
The WSJ is out with a report saying Apple is thinking about raising prices for new iPhones that will be unveiled later this year.
One quick note regarding Apple earnings: Our 2Q25 earnings review is pretty much complete. There may be time this week to quickly circle back to the 10-Q and a few buyback observations.
Today’s update will be focused on Eddy Cue’s testimony at the Google trial making waves. The Court is hearing testimony as part of the remedies phase for Google’s antitrust trial. Let’s jump right in.
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U.S. vs. Google, Apple in the Crosshairs, Satya Nadella Cries Wolf
Today's Above Avalon daily update includes the following stories:
U.S. vs. Google
Apple in the Crosshairs
Satya Nadella Cries Wolf
The update is focused on the U.S. vs. Google search antitrust trial taking place in Washington. We begin with a brief summary of the trial. The discussion then turns to Neil’s thoughts on Eddy Cue’s and Satya Nadella’s testimonies.
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