Tim Cook gave some clarity on India, but tariffs and AI remain big unknowns for Apple
1. Tim Cook discussed tariffs, AI, and supply chain concerns during earnings call. 2. Apple expects a $900 million impact from tariffs for the June quarter. 3. Sales in Greater China dropped 2% due to local competition. 4. Apple's AI initiatives are delayed but starting to drive revenue improvements. 5. Uncertainty in tariffs and AI could negatively affect Apple’s performance.