Apple (AAPL) has received its fair share of criticism in the past when it comes to the iPhone. From slow development cycles to reduced demand, the market has punished the stock without hesitation. Yet every time the iPhone maker looks to have plateaued, it strikes back. The recent note from Morgan Stanley analyst Erik Woodring shows how bullish the firm is on AAPL stock. And it has the numbers to back its bullish thesis. The investment firm’s late 2025 AlphaWise Smartphone Survey shows upgrade rates in C ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Analysts point to strong consumer interest in what could be a "major form-factor change†for Apple. ...

Key TakeawaysSK Hynix (000660) is planning an $8 billion share issuance to support a US ADR listing, aiming to bridge the valuation gap with global peers like Micron Technology (MU).Ukraine’s military successfully struck a major oil refinery in Russia's Bashkortostan region, further straining Russian energy infrastructure as President Putin calls for domestic oil and gas firms to reduce debt.Markets have fully priced in a 25 basis point interest rate hike by the Bank of England for April 2026, driven by per ...

Half a year before Apple is expected to unveil its first foldable iPhone, a Chinese rival has solved the biggest compromise with such devices to date: the crease https://t.co/N32podKwaW ...

Oil Market Impact - Oil prices are experiencing a significant rise, with reports indicating potential prices reaching $200 per barrel due to tensions in the Strait of Hormuz [2] - Goldman Sachs forecasts that if disruptions continue, oil prices could average $98 per barrel through the end of April, with a more extreme scenario predicting an average of $145 in March and April before declining to $93 by the fourth quarter [3] Technology Sector Implications - The rising oil prices could negatively impact consumer spending, affecting companies like Apple, Microsoft, and Nvidia, which are not directly involved in the oil industry [4] - High gas prices above $4 per gallon may lead consumers to delay purchasing new iPhones, impacting Apple's sales and earnings estimates [6] - Microsoft's gaming division could face challenges as gamers may prioritize spending on fuel and groceries over digital downloads, potentially affecting sales [6] - Nvidia may struggle to meet high gross-margin estimates due to increased supply chain costs driven by rising oil prices, impacting profitability [6]

The global smartphone market is set to take a hit in 2026, but Apple (AAPL) stands to benefit from the pain, according to a Morgan Stanley AlphaWise smartphone survey. Global smartphone shipments will decline 13% year over year in 2026 and recover slightly to a 3% year-over-year improvement in 2027. That works out to 1.1 billion and 1.14 billion units, respectively. Morgan Stanley (MS) previously expected shipments of 1.3 billion in 2026 and 1.31 billion in 2027. The survey, which polled 2,000 participa ...

Apple’s forthcoming foldable iPhone will include updates to the iOS operating system that enable iPad-like layouts and side-by-side apps for the first time, enhancing the device’s appeal for multitasking https://t.co/x5omNs9A3P ...

Apple’s forthcoming foldable iPhone will include updates to the iOS operating system that enable iPad-like layouts and side-by-side apps for the first time, enhancing the device’s appeal for multitasking https://t.co/xTZwPYQ8FW ...

Group 1: Upcoming Product Launches - Apple is planning to launch at least five products over three days starting March 2, including a new low-cost MacBook and the iPhone 17e [1][2] - Additional product candidates include upgraded MacBook Pro models with M5 Pro and M5 Max chips, new MacBook Air machines, iPad Air with M4, and an entry-level iPad with the A18 processor [2] Group 2: Strategic Focus on AI and Visual Intelligence - Apple is signaling a strategic push into AI wearables centered around a technology called Visual Intelligence, which enables devices to interpret their environment [3] Group 3: Supply Chain and Manufacturing Adjustments - Apple is facing an AI-driven memory chip shortage that is expected to impact the March quarter more significantly than the previous December quarter [4] - To manage supply constraints, Apple is prioritizing premium devices, including a foldable iPhone expected in fall 2026, while delaying the standard iPhone 18 to the first half of 2027 [4] - Apple plans to shift part of its Mac Mini production to a Foxconn facility in Houston, Texas, as part of a broader $600 billion U.S. investment commitment [5] Group 4: Financial Performance - Apple reported fiscal first-quarter revenue of $143.76 billion, exceeding analyst estimates of $138.42 billion, with iPhone sales increasing to $85.27 billion from $69.14 billion year-over-year [5] Group 5: Stock Performance - At the time of publication, Apple shares were down 0.91% at $271.73 [6]