Managing editor for Bloomberg's consumer technology team and chief correspondent covering Apple and consumer hardware. He reports on product strategy, devices, and the technology supply chain.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Apple is launching a dozen new Macs over the next two years including the first touchscreen MacBook Pro with Dynamic Island, powered by M5/M6/M7 chips architected for on-device AI, creating a massive upgrade cycle for consumers and investors.
Broadcom will develop custom ASIC chips for multiple generations of Apple's new AI server infrastructure, marking a major expansion beyond handset components into high-value data center silicon.
Samsung's new foldable phone replacing the larger tablet form factor is a compelling device for gaming, multitasking, and media consumption that Gurman expects to sell strongly, while its smart glasses partnership faces the same privacy backlash hitting Meta's Ray-Bans.