Sources: Apple execs question if it has the ingredients to win in AI-first era, new MacBook Pros are about to launch, Apple considers clamshell foldable iPhone (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg : Sources: Apple execs question if it has the ingredients to win in AI-first era, new MacBook Pros are about to launch, Apple considers clamshell foldable iPhone —  Apple's blockbuster holiday quarter was impressive — but it shouldn't give cover to avoid an AI reckoning.