Apple (AAPL) News Today

Apple Inc. (NASDAQ: AAPL) shares have decreased ahead of Wednesday’s “Surprise and Shine” product event, with investors weighing the potential revenue boost from a first foldable iPhone against pricing, margin and competitive risks. The stock recently traded near $316, above its 200-day moving average but close to its 50-day average, while its valuation remains demanding at roughly 36 times earnings.

• Positive Sentiment: Foldable iPhone could create a major new revenue stream. Morgan Stanley estimates Apple could ship about 6.5 million foldable iPhones in the December quarter, generating approximately $14 billion in revenue. Bank of America maintained a Buy rating and a $380 price target, expecting a foldable model priced around $2,099. Apple’s foldable iPhone could add $14 billion
• Positive Sentiment: Apple’s pricing and services actions could support revenue. Analysts expect $150–$200 price increases for iPhone 18 Pro models, while Apple has raised U.S. prices for Apple TV+ and Apple One, potentially improving services monetization if customer retention remains strong. Bank of America’s Apple event outlook
• Neutral Sentiment: Wednesday’s launch is the immediate catalyst. Apple is expected to introduce the iPhone 18 Pro and Pro Max, its first foldable iPhone, and updated Apple Watch and AirPods products. The event is also new CEO John Ternus’s first major keynote, increasing execution and leadership scrutiny. Apple’s Surprise and Shine launch expectations
• Neutral Sentiment: Berkshire Hathaway remains a notable long-term shareholder. Apple is one of the three largest positions in Warren Buffett’s portfolio, which may reinforce investor confidence but does not provide a near-term earnings catalyst. Warren Buffett’s portfolio holdings
• Negative Sentiment: Investors fear a “sell-the-news” reaction. Much of the foldable opportunity may already be reflected in Apple’s valuation, while a high-priced first-generation device could disappoint if adoption is slower than expected. Apple’s biggest iPhone launch could be a dud for the stock
• Negative Sentiment: Higher costs and competition threaten margins and demand. Memory shortages linked to AI-server demand could raise component costs, while Huawei and Xiaomi have already introduced advanced foldables, particularly challenging Apple in China. KeyBanc warned that price increases could cause “sticker shock” and reduce unit volumes. KeyBanc’s iPhone 18 warning
• Negative Sentiment: Regulatory and strategic concerns remain overhangs. Reports of internal disagreement over extracting more App Store revenue and speculation about potential child-safety litigation add uncertainty, while investors want clearer evidence of progress in artificial intelligence. Apple’s new CEO and AI challenges