You can bet on the words that will be said on Apple's earnings call like 'Tariff' and 'Severance'

Core Viewpoint - Apple is facing pressure to increase domestic manufacturing in response to potential tariffs, with significant implications for its production strategy and pricing [2][4]. Group 1: Earnings Call Expectations - Wall Street is anticipating Apple's third-quarter results, with users on prediction platform Kalshi betting on discussions regarding "China" and "Tariff" during the earnings call [2][6]. - The mention of "Severance," a popular series on Apple TV+, is also expected to be a topic of discussion, especially following its renewed third season [6][7]. Group 2: Manufacturing and Tariff Implications - Apple plans to open a manufacturing academy in Detroit to support small and medium-sized businesses, indicating a shift towards domestic manufacturing [3]. - Analysts predict that U.S.-made iPhones could significantly increase costs, estimating prices between $1,500 and $3,500, which may affect demand [4][5]. - The majority of iPhones sold in the U.S. are expected to originate from India, while other products like iPads and Macs are anticipated to ship from Vietnam [6]. Group 3: Market Challenges - Analysts express concerns that iPhones may struggle in the current macroeconomic environment, compounded by a lack of new product traction and market share losses in China [5].