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Jim Cramer Says “Apple Always Had an AI Strategy”

Apple Inc. (NASDAQ:AAPL) is one of the stocks that Jim Cramer recently shed light on. Cramer discussed the company’s AI strategy during the episode, as he commented:

“Now, though, let us talk about what really matters. What happened today? Google and Apple, that’s what happened because they are today’s example of the dreaded, dangerous concentration… Was I a moron… perhaps deserving endless opprobrium for what I did here? No. You see, fortunately, I didn’t worry completely about concentration. I had a credo about Apple… Own it, don’t trade it, I said. I needed it because in the trial, we learned that Google paid more than $20 billion to exclusively preload its search engines into Apple devices…

It turns out, though… Google still has to pay Apple for that deal. Otherwise, the ruling would just be a handout to an aspiring monopolist. [The] judge actually said that. You know what that means? I want you to listen to this. It means that Apple no longer needs to pay one of these hyperscalers money or buy a bot like a Perplexity for billions of dollars. Instead, all these bot companies will now probably have to compete to pay Apple [for] access to those more than… [over 1] billion users. That’s right. There isn’t a clear winner right now in the chatbot space, but if you can pay Apple a fortune to make yours the default, someone’s going to write that check. One of these companies is going to secure their Google-like status in AI, leaving behind a bunch of Bings who’s spending billions for naught. Yesterday, Apple had no cards. Today, [they] have all cards. Turns out, Apple always had an AI strategy: pay to play.”

Hadrian/Shutterstock.com

Apple Inc. (NASDAQ:AAPL) develops and sells smartphones, computers, tablets, wearables, and accessories under brands like iPhone, Mac, iPad, and Apple Watch. Moreover, the company provides cloud, support, and subscription services including Apple Music, Apple TV+, Apple Pay, and the App Store.

While we acknowledge the risk and potential of AAPL as an investment, our conviction lies in the belief that some 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 and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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