Core Insights - The iPhone 17 is experiencing significant demand, indicating strong consumer interest and potential sales growth for the company [1] - Analysts are highlighting supply-chain bottlenecks that could impact production and delivery timelines, posing a risk to meeting demand [1] - A controversial partnership with Google AI has drawn criticism, with some viewing it as detrimental to the company's brand integrity [1] Supply Chain Issues - Supply-chain bottlenecks are being flagged by analysts, which may hinder the company's ability to fulfill the high demand for the iPhone 17 [1] Partnership Concerns - The partnership with Google AI is described as divisive, with critics suggesting it could compromise the company's core values and reputation [1]
Why Apple's blockbuster earnings weren't enough to move the stock