On September 9, 2026, Apple Inc. (NASDAQ:AAPL) unveiled the iPhone Duo, its first foldable smartphone and the biggest change to the iPhone's design in nearly 20 years, at the first product launch event led by new CEO John Ternus since he succeeded Tim Cook on September 1. The book-style, passport-shaped device opens into a 7.6-inch display, Apple's largest ever, starts at $1,999 for the 256-gigabyte model and rises to $3,199 for 2 terabytes of storage. This makes it the most expensive iPhone Apple has ever sold, with availability set for October 23.
The iPhone Duo gives Apple Inc. (NASDAQ:AAPL) a new premium growth opportunity in a mature smartphone market. Apple entered the foldable market with the $1,999 Duo. It creates a new high-end product category within its largest hardware franchise. ******* ysts expect Apple to take a real share of the foldable market. The firm's brand strength and large installed base could help speed up use of foldable smartphones.
The Duo creates a materially different iPhone experience that could encourage upgrades and attract Android users. The device opens to a 7.6-inch display, supports side-by-side multitasking, and offers a tablet-like experience in a pocketable design. Apple also shows the Duo's ******* anium frame, custom hinge, A20 Pro chip, and Apple Intelligence features. It gives customers several reasons to pay a substantial premium for the new form factor.
The launch solidifies Apple's hardware innovation strategy under new CEO John Ternus. The Duo represents Apple's most significant iPhone redesign since the iPhone X. It gives Ternus an opportunity to reignite enthusiasm around the company's hardware portfolio. The product also expands Apple's ability to monetize its ecosystem through higher-value hardware, services, and accessories as customers spend more time using a larger, more versatile iPhone.
The $1,999 starting price could keep the Duo a niche product. Reuters reported that the global foldable market could account for less than 3% of smartphone sales in 2026. ******* ysts expect only about 6 million Duo units as Apple Inc. (NASDAQ:AAPL) enters the category. Even strong market share would turn into a relatively small contribution compared with Apple's broader iPhone business.

#iphone #aapl

Veteran ******* yst Jim Cramer sees something in Apple's (AAPL) latest launch that is more than a reason for its customers to buy another replacement phone.
After visiting Apple's Manhattan store, the CNBC host praised the iPhone 18 but reserved his strongest enthusiasm for the foldable Duo. He plans to buy it as a second phone, a distinction that gives his excitement an intriguing business angle.
Apple shares have already gained around 23.6% this year through September 18, raising the stakes for turning product excitement into sales.
For context, Apple unveiled its iPhone 18 Pro lineup and first foldable iPhone on September 9. The Pro models reached stores on September 18; Duo availability follows on October 23.
For Cramer, the bigger opportunity goes beyond better cameras and battery life. His reaction suggests Apple could give loyal customers a fresh reason to spend, even when their existing phones still work perfectly well.

#reason #phone #veteran

Apple (NASDAQ:AAPL) recently unveiled its new iPhone Duo, a foldable phone priced at a whopping $1,999 — and that's the starting price. The phone is priced at a premium for a company already known for premium-priced products.
If sales for the Duo take off, it could prove to be a massive growth catalyst for the business. But here's why I wouldn't hold my breath, and why I think there could be challenges ahead for the tech company.
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Image source: Getty Images.
The Duo may look enticing to consumers who love Apple products or foldable phones, but I don't think it'll capture a huge subset of the market, at least not right away. There have been many issues with foldable phones in the past, including screen creases after prolonged use, and repair costs can be high.

#signal #foldable

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1423 ET – Apple officially launches the iPhone Duo, its long-awaited, foldable iPhone model. The device has a wide inner display, allowing the simultaneous use of multiple apps, and folds into a roughly passport-sized device with an outer screen. The model represents the company’s largest change yet to its iconic line of mobile phones, and is the thinnest iPhone to date when unfolded, Apple says at its fall product showcase. The phone also features Apple’s new mobile chip, the A20 Pro. “iPhone Duo brings an entirely new design while preserving everything you love and expect from the iPhone,” Apple’s new CEO, John Ternus, says. The phone’s pricing begins at $1,999, with preorders beginning on Oct. 16.(elias.schisgallwsj.com)

#listen #market #talks #technology

Last Updated: Sept. 9, 2026 at 7:57pm ET
Updated 2026년. 9월 9일 오후 4:37 New York 시간
By
WSJ Staff
🔍 Apple (AAPL): The tech giant unveiled its first foldable iPhone. It's the first big product launch event for new CEO John Ternus. Shares inched 0.3% lower.

#york #ternus

Apple is skipping the base iPhone 18 this fall in favor of three premium devices: the iPhone 18 Pro, the iPhone 18 Pro Max, and its first foldable — rumored to be called the iPhone Ultra, Duo, or Fold. The foldable is the headline. It's expected to feature a 7.8-inch internal display, a 5.3-inch external screen, an A20 Pro chip, and a thickness of just 4.5mm unfolded, with pricing estimated between $1,999 and $2,399 and limited initial supply. It marks Apple's entry into the foldable category years after rivals — a potentially major new product cycle for one of the world's most valuable companies.
Here's the pattern every ETF investor should understand before today's close. Nearly two decades of data show that Apple tends to "sell the news" on launch day itself. AAPL averages a roughly 0.3% decline on iPhone launch days, with a median drop of about 0.6% — the classic case of anticipation being priced in before the reveal.
But the weakness rarely lasts. Apple has averaged a 0.5% gain the very next session (positive in 15 of 24 releases), and the longer-term picture is decisively bullish: AAPL has gained in the 60 days following an iPhone reveal 17 times since the original 2007 launch. The biggest such move was a 20% gain in the 60 days after the iPhone 11 reveal in 2019. In other words, launch-day dips have historically been buying opportunities, not warning signs. **** ysts have also downplayed fears about the ~$2,000 foldable price tag, arguing a premium halo product is unlikely to dent Apple's overall economics.
Apple is not just a stock — it's one of the largest weights in the entire ETF universe. As one of the biggest companies in the world, it sits near the top of the S&P 500, the Nasdaq-100, and virtually every technology index. That means a move in AAPL ripples through hundreds of funds, and millions of investors have significant Apple exposure without realizing it. When Apple moves on event day, these are the ETFs that move with it.
A handful of funds carry outsized Apple weights and will feel today's move most acutely. GXPT (Global X PureCap MSCI Information Technology ETF) holds roughly 19.2% in Apple — the highest of any diversified fund. FTEC (Fidelity MSCI Information Technology Index ETF) holds about 16.3%, VGT (Vanguard Information Technology ETF) about 16.2%, TRUT (VanEck Technology TruSector ETF) roughly 15.1%, and TOPT (iShares Top 20 U.S. Stocks ETF) around 14.5%. For these funds, Apple is a dominant driver of daily returns.

#iphone #foldable #launch #aapl

Apple's (AAPL) rivals in China are not waiting for it to make the first move. Just days before Apple's anticipated debut of its first foldable iPhone at its Sept. 9 event, Huawei and Xiaomi (XIACF) rolled out premium foldable devices of their own.
The timing gives both companies a chance to grab attention before Apple's launch. Huawei is launching the Mate XT 2, a trifold device that packs a phone and a tablet-sized screen into one body, while Xiaomi is close behind with the Xiaomi 18 Fold, a passport-style handset that looks a lot like what Apple is expected to show. So, both companies are trying to enter the high-end foldable market before Apple arrives.
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#xiaomi #huawei #aapl

Wall Street sees Apple Inc. (NASDAQ:AAPL) entering a significant hardware cycle ahead of its "Surprise and Shine" event streaming live on Wednesday, September 9, 2026. Bank of America, in particular, expects a broad slate of new Apple devices led by new iPhones and a Foldable iPhone.
On September 8, BofA Securities ***** yst Wamsi Mohan reiterated a Buy rating on the stock with a $380.00 price target. While Bofa may be bullish, it must be noted that one of Apple's anticipated products is launching in a market where competitors are already pushing foldable technology forward.
Chinese tech giants revealed timed foldable products ahead of Apple's launch, sharpening competition. Both unveiled foldables days before Apple's event, offering a fresh look at the competition Apple is about to face.
Pixabay/Public Domain
According to the Wall Street firm, Apple is anticipated to announce three new phones: the iPhone 18 Pro, Pro Max, and the tech giant's first foldable iPhone. This will likely be branded as the Ultra or the Fold.

#foldable #street

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Tech stocks kicked off the holiday shortened weak lower on Tuesday, as the Nasdaq fell 0.14%. On Wednesday, Apple (AAPL) will enter a new era as CEO John Ternus hosts his first iPhone event at the company's headquarters in Cupertino, Calif.
Ternus took over from former CEO Tim Cook on Sept. 1 and he'll have some rather large shoes to fill after Cook helped turn Apple into a $4.6 trillion behemoth.
The company is widely expected to debut its first foldable iPhone during the presentation, as well as its iPhone 18 Pro and Pro Max models and the Apple Watch Series 12 and Ultra 4.
Elsewhere, Wall Street is waiting with bated breath for Anthropic (ANTH.PVT) to publicly drop its S1 investing prospectus. The filing with the Securities and Exchange Commission will provide potential investors with their first look at the AI startup's financials and outlook, as well as more information about its data center spending.
Rumors have swirled that the paperwork could come as early as this week, though more recent rumblings point to October.

#Apple #Tech

CNBC and Reuters reported that Apple Inc. (NASDAQ:AAPL) will hold its next product launch event on September 9 at Apple Park in Cupertino, marking incoming CEO John Ternus's first major event since taking over from Tim Cook. He became executive chairman on September 1.
Analysts expect Apple to reveal the iPhone 18 Pro and Pro Max, its first foldable iPhone, and new Apple Watch models, along with a new AI-powered "Siri AI" **** istant. Bank of America **** ysts wrote in an August note that "Ternus could cement Apple's device dominance in an AI enabled era." Samsung Electronics currently dominates the still-niche foldable smartphone market, and a Samsung mobile executive told CNN that broader competition in the category would help, saying "the more visibility there is on the category, the better."
The foldable iPhone could become a genuine new revenue and margin driver rather than another incremental refresh. **** ysts expect the premium device to lift Apple's average selling prices and margins, giving the company a new high-end product category instead of another year of iterative Pro-model upgrades.
Even Apple Inc. (NASDAQ:AAPL)'s biggest foldable rival is publicly welcoming its entry. Samsung's own mobile product management executive said more players in the category would increase visibility and help the market overall. It suggests Apple's foldable could expand total demand rather than simply redistributing existing Samsung sales.
The iPhone 18 launch also gives new CEO John Ternus an opportunity to show Apple's hardware and AI strategy from the outset of his tenure. Expected upgrades such as the 2-nanometer A20 Pro chip could strengthen the iPhone's performance and AI capabilities. Bank of America described Ternus's leadership as an opportunity to cement "Apple's device dominance in an AI-enabled era." A successful launch could therefore give investors greater confidence in Apple's ability to compete in AI-powered devices.

#samsung #category

Like every year, Apple (AAPL) has officially scheduled its next product launch event for Sept. 9, naming it "Surprise and Shine." While the company hasn't officially disclosed exactly what it will unveil, the tagline is enough to create curiosity. According to reports, besides the new iPhone 18 Pro and iPhone 18 Pro Max, Apple's first foldable iPhone is rumored to be the main attraction.
Apple has struggled to keep pace with rivals in the artificial intelligence (AI) race. While the surprise may not be any hidden product, investors await to see any major upgrades to Apple's products under the leadership of new CEO John Ternus. Apple stock has had a strong run this year, climbing almost 21% year-to-date (YTD), outperforming the broader market. Let's find out whether it is a good time to buy AAPL stock before the event.
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#Stock #iphone #like

Apple Inc. (NASDAQ:AAPL) has officially entered its John Ternus era from a position of strength, but Wall Street believes that the next leg of growth depends on two unproven bets.
On September 2, DA Davidson ***** yst Gil Luria reiterated a Neutral rating on the stock with a $270.00 price target. The firm ***** erts that Apple's ability to get off to a strong start under the new CEO depends on the expected foldable iPhone Ultra and broad price increases.
Without these two factors, Luria said revenue declines would have been expected next year.
Apple Inc. (NASDAQ:AAPL) enters the Ternus era from a position of strength. For the fiscal Q3, revenue jumped 16% year-over-year to $109.4 billion, with iPhone revenues surging almost 22% to $54.25 billion.
Cook has already transformed the company from $350 billion to a $4.5 trillion behemoth. The next test for Ternus, therefore, is to not to make more cash but to prove there is enough growth and product innovation to keep the momentum strong for Apple.

#year #NASDAQ #luria #position

Apple (AAPL) investors have a major leadership transition to watch as John Ternus officially takes over as CEO on Sept. 1, succeeding Tim Cook after his 15-year tenure at the helm. Cook will remain closely involved as executive chairman, helping ensure continuity, but Ternus now inherits a company valued at trillions of dollars and facing a critical test of its next phase of growth.
For Apple stock investors, the timing could hardly be more important. Ternus, a longtime hardware engineering leader who has worked at Apple since 2001, steps into the CEO role just ahead of the company's Sept. 9 product event. At the event, Apple is expected to unveil its next generation of iPhones and potentially its first foldable iPhone. At the same time, Apple is under increasing pressure to accelerate its artificial intelligence strategy and deliver the kind of breakthrough innovation that can sustain its enormous valuation. Let's dig deeper to understand Apple's fundamentals that will potentially shape the Ternus era.
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#hour #time

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The company said revenue rose 64% year over year to nearly ZAR 90 billion, while adjusted EBITDA increased 111% to ZAR 31.8 billion, representing a 35% margin. Cash generated by operations climbed 551% to just under ZAR 21 billion, with a 65% EBITDA-to-cash conversion rate.
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#ebitda

Apple (AAPL) has finally picked Wednesday, Sept. 9 for its next big launch event. The company will host the event at the Steve Jobs Theater in Apple Park in Cupertino, California, at 1 p.m. EST. Apple has also given the event the tagline "Surprise and shine," setting the stage for what could be a particularly interesting product reveal.
The spotlight will naturally fall on Apple's newest iPhone series, although the company could have an even bigger surprise waiting in the wings. Apple might finally unveil its long-awaited foldable phone, rumored to be called iPhone Ultra.
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Such a launch would represent a major milestone for Apple as ***** ysts expect high-end foldable devices to push selling prices higher while giving the company another avenue for margin growth.

#johnson

Xiaomi Corporation (OTC:XIACF) is no longer content to compete through hardware design and pricing alone. The Chinese smartphone maker has unveiled the Xring O3, which is the second generation of its proprietary handset processor, as it seeks greater control over the technology powering its devices.
The strategy could improve product differentiation and bolster Xiaomi's negotiating position with outside chip suppliers, all the while supporting its expansion into premium smartphones. However, the investment comes as rising component costs and weakening global handset demand are already pressuring the company's core business. Let's dive deeper into it.
Developing processors internally could give Xiaomi greater control over several features that influence the smartphone experience. A system-on-chip integrates computing, graphics, artificial intelligence processing, and imaging functions, allowing the company to optimize important capabilities around its own hardware and software. Xiaomi launched its first proprietary smartphone processor, the Xring O1, in 2025. During its latest earnings call, the company said ******* ulative shipments of O1-powered smartphones, tablets, and watches had surpassed one million units. Although Reuters' sources estimated that only approximately 150,000 of those shipments were smartphones, the broader total shows Xiaomi has already deployed the technology across multiple product categories.
The O3 could also support Xiaomi's push into more expensive devices. According to two people familiar with the plans, TSMC will manufacture the processor using its 3-nanometre technology. One source said the chip is expected to power Xiaomi's next flagship foldable phone, with shipments targeted at between 200,000 and 300,000 units. Foldables offer Xiaomi an opportunity to compete more directly in a premium category currently dominated in China by Huawei. Huawei shipped 1.6 million foldable smartphones in China during the second quarter, accounting for 68% of the market, according to data cited by Reuters.
The company's ambitions also extend beyond smartphones. Reuters reported that Xiaomi contracted TSMC to produce the Xring O100, a 6-nanometre neural-processing chip designed to support its MiMo artificial-intelligence model on consumer devices, and the Xring D100, a 3-nanometre autonomous-driving processor. Xiaomi said both chips have completed development and are scheduled for deployment next year. Together, these projects show that Xiaomi is extending its chip-development strategy beyond smartphones into AI-enabled consumer devices and autonomous driving.

#shipments

On August 10, Jefferies downgraded Apple Inc. (NASDAQ:AAPL) to underperform from hold, cutting its price target to $263.66 from $285.56, implying roughly a 16% downside from Friday's close of $313.33. ******* yst Edison Lee said supply chain checks show Apple has canceled its planned all-glass 20th-anniversary iPhone, expected to launch in September 2027, due to poor production yield. Jefferies also trimmed its fiscal 2028 earnings forecast by 2.1%. Shares fell about 1.3% to 1.5% on the news.
Jefferies says Apple Inc. (NASDAQ:AAPL) has quietly canceled its marquee anniversary iPhone just as component costs are spiking industry-wide. That adds to a growing pile of Wall Street skepticism and raises a real question: is this the start of genuine cracks in Apple's pricing power, or just one bearish call against a stock still up double digits this year?
As of August 7, Apple is still up over 15% year-to-date, and the vast majority of Wall Street remains bullish, with 30 of 47 covering ******* ysts rating the stock buy or strong buy. The foldable iPhone debuting next month is Apple Inc. (NASDAQ:AAPL)'s biggest hardware redesign ever and gives the company a genuine new premium price anchor even with the all-glass model shelved. Despite an industry-wide memory shortage pushing prices higher across the smartphone market, Apple's brand loyalty gives it real room to pass through modest increases. Yahoo Finance tech editor Dan Howley noted that a roughly $100 price ******* p, spread across a phone's life and paid monthly, may not be enough to meaningfully change how people buy.
Six ******* ysts now carry sell-equivalent ratings on Apple, tying the highest count since 2012, and the stock's consensus recommendation of 3.88 out of 5 is its lowest since 2019. Fewer than 60% of ******* ysts recommend buying, well below megacap peers Microsoft, Amazon, and Nvidia, which are all backed by more than 90% of covering ******* ysts.
Jefferies argues the canceled all-glass model shows that "introducing new form factors" to justify higher prices is "more difficult than expected." The foldable iPhone is now the only near-term booster of higher prices. However, surging memory costs could push its starting price above $2,000, which Jefferies itself warns could make it a niche product with limited sales impact. This follows an earlier disappointment too: a soft sales forecast linked to component shortages already knocked the stock about 8% off its recent peak.

#NASDAQ

Apple Inc. (NASDAQ:AAPL) received a major vote of confidence from Rothschild Redburn today, with the firm upgrading the stock from Neutral to "Buy" and raising its price target to $400 from $260. The upgrade rests on two major catalysts for Apple: its entry into premium foldables and a strategic reset to the Apple Intelligence platform.
Apple's bull case lies within its tight integration of premium hardware, proprietary silicon, and its rapidly expanding services layer. For the near future, **** yst James Cordwell anticipates iPhone sales to grow at a 12% five-year annual compound rate, roughly 3-14% above consensus expectations between fiscal 2026 and 2030.
This anticipated increase is backed by Apple's potential entry into the premium foldables market, particularly with the launch of iPhone Ultra. Not only will Apple gain a new product category with the launch, but will also be able to lift its average selling prices for the broader iPhone lineup.
This thesis is backed by numbers. The **** yst firm noted how Apple already boasts a base of 2.55 billion devices, supported by a degree of customer retention only few competitors can rival.
The second part of Apple's bull thesis, according to the firm, is its Services business. The firm believes that it is the most valuable part of Apple's franchise, growing at roughly three times the rate of Products. The business generates gross margins of roughly 75%, more than double of that earned on Product sales.

#firm #product #entry

Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor's 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 Value Index. The firm is optimistic about the long-term growth of hyperscalers and has increased its investments in this sector, citing their significant earnings potential and crucial role in AI adoption. Capital has also been redirected towards technology hardware stocks, especially semiconductors, which now make up a larger share of the S&P 500 Index. Semiconductor stocks have benefited from hyperscalers' spending, but the firm expresses caution about cyclical risk and volatility. However, the momentum-driven market negatively affected the Wedgewood fund's high-quality stocks, leading to a 25% return over the past 15 months, significantly underperforming the 90% gain of the S&P 500 Momentum ETF (SPMO). In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Wedgewood Partners highlighted Apple Inc. (NASDAQ:AAPL). Apple Inc. (NASDAQ:AAPL) is a leading multinational technology company that manufactures and markets smartphones, personal computers, tablets, wearables, and accessories. On July 16, 2026, Apple Inc. (NASDAQ:AAPL) closed at $333.26 per share. One-month return of Apple Inc. (NASDAQ:AAPL) was 11.83%, and its shares gained 57.81% over the past 52 weeks. Apple Inc. (NASDAQ:AAPL) has a market capitalization of $4.89 trillion.
Wedgewood Partners stated the following regarding Apple Inc. (NASDAQ:AAPL) in its Q2 2026 investor update:
"Top performance contributors for the second quarter include Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple Inc. (NASDAQ:AAPL), and Visa.
Apple was also a top contributor to performance during the quarter. Revenues grew 17%, driven by 22% growth in iPhone and 16% growth in services. The iPhone 17 family has catalyzed a solid upgrade cycle ahead of what we expect to be another strong launch later this year, featuring a new foldable form factor. Because input prices for DRAM have risen at a parabolic rate, the Company recently raised prices on some of its devices to pass these costs through. As one of the largest single purchasers of DRAM, the Company has strong negotiating leverage, but it can also implement hardware and software innovations to reduce its dependence on memory."

Shares of Apple (NASDAQ: AAPL) rose on Thursday, following reports that the iPhone maker was gearing up for a lucrative new product launch.
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Apple is reportedly planning to launch at least five new iPhone models in the first half of 2027, according to Nikkei Asia. That includes a foldable, premium-priced "iPhone Ultra" model.
Apple is said to have boosted its production goal for its new foldable phones to 10 million units, up from a prior target of about 8 million.
The iPhone Ultra could carry a price tag of roughly $2,500, according to market intelligence firm IDC, and as high as $3,000 with increased storage.

The first half of 2026 is drawing to a close, and shares of Apple (NASDAQ: AAPL) have turned in a disappointing performance so far.
The 9% jump in Apple stock this year is underwhelming compared to the 15% jump seen in the tech-focused Nasdaq Composite index. However, the stock's fortunes could turn around in the second half of the year, driven by the arrival of a foldable iPhone that should help Apple tap into a fast-growing smartphone niche.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Let's look at the reasons why this new product could become a major catalyst for Apple.
Recent leaks suggest that Apple could indeed launch a foldable iPhone in September this year. There are references to foldable features in the beta code of Apple's latest smartphone software -- iOS 27. Meanwhile, Bloomberg's Mark Gurman predicts that Apple could launch the foldable iPhone in just two colors, while noted Apple ***** yst Ming-Chi Kuo of TF International Securities suggests the same.