Apple Inc. is grappling with significant engineering setbacks for its foldable iPhone, originally scheduled for launch in September 2026, raising concerns about potential delays that could extend into 2027. These challenges have led to a 4% drop in Apple's stock, compounding investor fears regarding stagnant growth amid pressures from declining App Store performance and a global memory supply shortage.
“Let's look at Apple. Okay. Apple is a company that's grown earnings at 25% historically going back to September of '06.”
“If I drop that to a 17-year period, it's only been growing at just under 15%.”
“In fact, I believe if Apple continues to grow at 10% a year or over 10% a year, that's an awesome growth rate for a company of this size.”
“But it's not worth 32 times earnings. It's worth 15 times earnings at this rate.”
“🤖 Anthropic's explosive growth”
“😬 Microsoft's AI problem”
“🍎 Apple's make-or-break moment”
“Apple and their ability to have really captured the 90% plus of the value of the smartphone through integrated hardware software and then putting the services on top of that.”
“I think Apple better than anybody has figured out how to marry that hardware and software component capture value on both sides of that stack. Um, and no one else has really been able to figure that out in the smartphone space to your point in AI.”
“From early personal computers to smartphones and wearable devices, Apple has repeatedly changed the technology industry.”
“As the company turns 50, here are ten Apple products that shaped tech.”
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