Apple’s earnings confirmed resilient demand and record-breaking iPhone sales, while investor attention quickly shifts to supply constraints and the company’s evolving AI strategy.

Apple Inc. iPhone 17 launch boosts revenue and China share, but rising memory costs may hit margins from FY26. Click for this AAPL earnings update.

Increased popularity of the iPhone 17 Pro models will more than cover the slight drop in Services growth according to Evercore, ahead of the Q1 AAPL results.

Fitz-Gerald Group CIO Keith Fitz-Gerald shared his optimism about Apple's potential in the field of artificial intelligence (AI). He also hinted at an "impressive" release from the tech giant this spring.

In the following analysis, I explain why Apple’s upcoming fiscal Q1 earnings update on January 29th might be its last strong print for the year before looming execution challenges intensify, which the stock’s current premium has yet to sufficiently de-risk for.

Thanks to iPhone 17, iPhone sales may grow by double-digit % this year. Photo: Ian Fuchs/Cult of Mac Apple will reportedly surpass Samsung to become the world’s largest smartphone maker this year. The strong sales of Phone 17 will help the company ...

Apple plans premium iPhone launches in 2026, focusing on foldable models, higher profits, and supply chain optimization.