Dan Niles Says Apple (AAPL) New iPhone Features Weren’t ‘Particularly Good’, Highlights Slowing Growth - InvestingChannel

Dan Niles Says Apple (AAPL) New iPhone Features Weren’t ‘Particularly Good’, Highlights Slowing Growth

We recently published a list of Wall Street Analysts Can’t Stop Talking About These 10 AI Stocks. In this article, we are going to take a look at where Apple Inc (NASDAQ:AAPL) stands against other stocks Wall Street analysts can’t stop talking about.

Henry Ajder, Latent Space Advisory founder, said in a latest program on CNBC that lack of fresh data remains a key challenge for the performance of AI systems after a period of “huge” developments and fast learning.

“I think data is the real problem here. We have a finite amount of data available on the internet and a limited number of sources for live, fresh data. I believe this is becoming an increasingly significant challenge, especially as legal issues surrounding how companies obtain and use data are becoming more prominent,” the analyst said.

Ajder believes there won’t be a complete “halt” to the progress in AI systems but in 2025 we are expected to see a slowdown. Answering a question about the AI’s ability to make up data, called synthetic data” to train itself, the analyst said this domain has shown promise but there are risks of synthetic data potentially corrupting the training models.

READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In

For this article we picked 10 AI stocks currently trending based on latest news. With each stock we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

Dan Niles Says Apple (AAPL) New iPhone Features Weren’t ‘Particularly Good’, Highlights Slowing Growth A wide view of an Apple store, showing the range of products the company offers.

Apple Inc (NASDAQ:AAPL)

Number of Hedge Fund Investors: 158

Dan Niles, Niles Investment Management founder and portfolio manager, said while talking to CNBC earlier this month that Apple Inc (NASDAQ:AAPL) is one of the stocks that should worry investors. He explained his case:

“The company has grown revenues cumulatively, if you include this year’s calendar year, at 5% over the last 3 years. And every product, you know, people go, ‘Oh my God, Vision Pro is going to be terrific,’ and then you figure out, no, nobody’s going to wear ski goggles on their head. Then you look at what’s going on with the iPhone and the features they’ve rolled out, which surprised me because they weren’t particularly good to start with. They’re going to get upgraded in December in the US, but then you have to wait for next year for it to be upgraded in the rest of the world. And you’ve got a company that’s also trading at a 33 P/E for 5% revenue growth over the past three years combined. So that’s the other one where if people finally go, ‘You know what? The problem isn’t this. It’s market share losses to people like Huawei that have resurged in China.’”

Parnassus Growth Equity Fund stated the following regarding Apple Inc. (NASDAQ:AAPL) in its Q3 2024 investor letter:

“Apple Inc. (NASDAQ:AAPL) shares rose during the quarter, making our underweight position a relative detractor. Investors reacted positively to the new iPhone 16 lineup and its advanced features, including generative artificial intelligence, greater durability and increased processing power.”

Overall, AAPL ranks 6th on our list of stocks Wall Street analysts can’t stop talking about. While we acknowledge the potential of AAPL, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AAPL but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock

Disclosure: None. This article is originally published at Insider Monkey.

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