Apple (AAPL) shares were mixed for a good part of Friday's session. Dion Hinchcliffe believes investors want to see more for Apple Intelligence after the company announced its partnership with Alphabet's (GOOGL) Google Gemini. He sees China sales as a growing stronghold, so long as geopolitical concerns don't ignite. Jed Ellerbroek adds that Apple's "legendarily awesome" supply chain will give the Mag 7 giant pricing power. That said, services remains a sticky point after its in-line number.