Tim Cook arrives for the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, on July 8, 2025.David Grogan | CNBCApple's AI strategy and investment was on the mind of analysts on an earnings call after the company reported third-quarter earnings that showed overall revenue grew by 10% year over year.While Apple was never going to announce major acquisitions or initiatives on an earnings call, CEO Tim Cook's remarks on Thursday confirm tha...