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Today is a huge day for Apple when it comes to sales, says Gene Munster
AppleApple(US:AAPL) Youtubeยท2025-09-12 21:09

Apple - Apple is experiencing a significant sales event with the launch of new iPhone pre-orders, showing lead times extending to one to two weeks early in the day [3][4] - The new form factor of the iPhone is expected to drive sales, with historical data indicating a 52% increase in sales the last time a major form factor change occurred a decade ago [5] - The anticipated growth for iPhone sales is projected to be around 10% for fiscal 26, which is above the street's expectation of 5% [7][8] - The upgrade pool from previous years, particularly a 36% increase in 2021, is expected to contribute positively to sales in the upcoming quarters [9][10] OpenAI - OpenAI is moving towards becoming a for-profit company following a preliminary deal with Microsoft, which could facilitate its public offering [12][13] - The valuation for OpenAI is projected to be around $500 billion, with a revenue goal of $200 billion by 2030, up from a previous target of $175 billion [13][14] - If OpenAI achieves similar revenue multiples as current big tech software companies, it could reach a market cap of approximately $1.5 trillion, indicating a potential 23x increase [14][15]