Bernstein comments on Apple (AAPL.US) Q4 results: A good option for avoiding AI trades, but not necessarily a clear AI winner

Zhitong Finance APP reported that in the first quarterly earnings report after John Ternus became CEO, he set the tone by stating that "Apple is the best company on earth." Bernstein's follow-up question was: Is it the best stock on earth? The answer, the report notes, depends on what investors want—if you want to avoid AI trading while still maintaining some exposure to tech stocks, and you believe that this world-leading technology franchise is better positioned in AI than most people fear, then the answer might be yes. However, if you are looking for a clear AI winner in the short term, Apple probably isn't it.