Citing Bloomberg's Mark Gurman, the article says Apple is planning a higher-end HomeView with a roughly 9-inch screen on a motorized arm that turns 360 degrees, targeted for 2027 or 2028, with no price yet. The robot, code-named J595, has slipped about a year from its earliest planned date. Meanwhile, revenue in the Wearables, Home and Accessories segment fell 13.5% from a peak of $41.24 billion in fiscal 2022 to $35.69 billion in fiscal 2025, while R&D spending nearly doubled to $42.90 billion over the last 12 months. The article calculates that at a price near $1,000, each million units would add about 2.8% to segment revenue.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
AAPLroboticsconsumer goodssmart home
Open a keyword to see other news on the same topic.
Related tickers and likely impact
AAPL
• NeutralApple Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.0T |
| Close on 10/16/2026 | 343.47 |
| Change that session | +0.43% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- iPhone Duo Preorders Sell Out Rapidly As Delivery Estimates Slip Into January
Apple's iPhone Duo, its first foldable phone and most expensive iPhone, opened for preorder on Friday, with launch-day pickup inventory selling out quickly and some online delivery estimates slipping into late January. Apple called demand 'nothing short of extraordinary' and said it will keep taking online orders. The Duo starts at $1,999 and passes $3,000 at the 2TB tier, and supply is expected to be tight; IDC expects Apple to ship about 7 million units this year, roughly 3% of its total, and sees shipments growing 70% next year, which could give Apple about 40% of the foldable market. Analysts say the high price could lift revenue, but it could also stretch out upgrade cycles. Apple's latest quarter brought in $109.4 billion in revenue, up 16%, but it guided September-quarter revenue growth to 9% to 11%, citing supply limits and memory costs.
- Global Physical Artificial Intelligence (AI) Market Report 2026-2040 | Market to Reach $3.26 Trillion as Robotics, Autonomous Systems, and Wearables Scale
The global Physical AI market is forecast to grow from about $383 billion in 2026 to $3.26 trillion by 2040, driven by autonomous robots, self-driving vehicles, humanoid systems, industrial automation and wearables. Unlike digital AI, where US model makers and NVIDIA-based infrastructure lead, the physical AI race remains open: the US leads in foundation models, China in manufacturing scale and cost, Europe in industrial deployment and certified trustworthiness, and Japan in operational data from high robot density. The report says 2026-2032 will be a critical window for building infrastructure, securing semiconductor supply chains and setting regulatory standards. It frames adoption in three waves, from structured industrial settings to consumer and national deployment, and covers ten sectors including wearables, healthcare and defence.
- Reply Earns "NVIDIA Physical AI Specialization" for Production-Ready Robotics and Digital Twins
Reply [EXM, STAR: REY] is among the first NVIDIA partners worldwide to earn the Physical AI Specialization within the NVIDIA Partner Network, recognizing its expertise in deploying AI-driven robotics and digital twins in real operating environments. The award followed a technical assessment covering a customer implementation, solution architecture, certified OpenUSD expertise and its development roadmap. A current example is Roboverse Reply's work with Otto Group and NVIDIA on a virtual control system at the Hermes Fulfilment logistics centre in Loehne, Germany, which connects autonomous mobile robots from different manufacturers to fleet-management and warehouse systems. Simulating and validating new layouts and workflows in NVIDIA Omniverse and Isaac before deployment speeds integration, reduces the risk of testing in live operations, and provides a blueprint for other Otto Group sites.
- UK regulator set to push Apple to open iPhone payment technology – report
Apple is reportedly preparing for a legal dispute with the UK Competition and Markets Authority (CMA), which plans to publish consultation proposals next week on Apple's position in contactless payments. According to the Financial Times, the CMA plans to argue that Apple holds unfair control over the UK 'tap-to-pay' market and will call for iOS changes that let iPhone users choose an alternative payment service as default instead of Apple Pay. The proposals follow Apple's 'strategic market status' designation under new digital competition rules, which carries penalties of up to 10% of global turnover, and complaints from lenders and fintechs about the 0.15% fee on credit card transactions made through Apple Pay. Apple restricts third-party access to the iPhone's NFC chip, citing user privacy and fraud prevention, and two people briefed on the matter said the company is likely to appeal.
- AAPL, TSLA, NFLX, GME, RKLB: Why Retail Traders Couldn't Take Their Eyes Off These Stocks Last Week
Last week, five stocks drew retail attention over product demand, restructuring, insider buying and setbacks. Apple's foldable iPhone Duo built a long preorder backlog, with delivery estimates for the $1,999 device slipping into January 2027, and Apple and Meta announced work to run Meta's Muse Spark model on Mac Studio computers. Netflix plans to cut about 1,000 jobs, or 6% of its workforce, while its co-CEOs said it remains on track for yearly financial targets. CEO Ryan Cohen bought 844,130 shares worth about $22.8 million last week, with insider purchases totaling about $99 million over two months. Tesla showed a revamped Roadster with SpaceX-developed thrusters, planned for production in 2028, and its stock fell 7.3% this week, while Rocket Lab's stock plunged over 25% after postponing its Neutron debut over carbon-fiber manufacturing problems.
- Apple’s $1,999 iPhone bet just got its first answer
Related markets
Latest news
- JPMorgan's JPM Coin, representing dollar deposits, is coming to Ethereum: Bloomberg
JPMorgan will make JPM Coin, a token representing its dollar deposits, available to institutional clients on Ethereum, according to Bloomberg. The bank says Ethereum's liquidity makes it attractive to crypto companies seeking blockchain payments and to financial firms settling trades or backing tokenized assets. The move extends JPMorgan's blockchain work beyond Base and its private Kinexys network, which processes more than $7 billion daily. The bank did not say when the token will go live on Ethereum. Meanwhile, JPMorgan is among US banks planning a shared tokenized deposit network, but it was not on Swift's list of 17 banks preparing live transactions on its blockchain ledger in July.
- Cerrado Gold Reports 21% Year-Over-Year Increase in Q3 2026 Production Results at Minera Don Nicolas
Cerrado Gold reported Q3 2026 production of 16,685 GEO at the Minera Don Nicolas (MDN) mine in Santa Cruz Province, Argentina, up 21% from 13,832 GEO in Q3 2025. Year-to-date output reached 44,942 GEO, up 23% from 36,432 GEO in the comparable 2025 period. Heap leach output held steady at 9,649 GEO, while CIL output rose to 7,036 GEO as higher-grade Calandrias material, generally above 2.5 g/t gold, was routed to the Martinetas mill. Laboratory tests on selected material showed gold recoveries of up to 95%, versus about 60% expected from heap leaching, and the company now expects full-year 2026 production at the upper end of its 50,000 to 60,000 GEO guidance while targeting a new PEA by late Q1 2027.
- Is Visa Stock Still a Buy After Gaining 14% This Year?
Visa shares hit an all-time high of $401, up about 12% over the past two weeks from $359 at the end of September and up 14% year to date. Key catalysts include approval from the People's Bank of China to set up a bankcard clearing institution in China and the move of Visa Direct's stablecoin to commercial deployment on Oct. 15. Baird and BMO Capital both raised their price targets. Visa reports fiscal fourth-quarter earnings on Oct. 27 and has raised its dividend every year since 2009, last year by 14% to $0.67 per share. The author still considers the stock a buy ahead of earnings, citing a forward P/E of 24.
- Five things to watch in markets in the week ahead
Markets start the week with AI stocks under pressure after hotter-than-expected September inflation raised expectations of higher US rates and fed worries about debt-funded AI spending. Last week the Philadelphia semiconductor index fell 11.41% and the Nasdaq Composite lost 4.48%, with CoreWeave shedding about a quarter of its value and Oracle down 9.31%. Earnings are in focus, with SpaceX and Netflix reporting on Tuesday and Meta and Tesla on Wednesday after the close. Netflix reportedly plans to cut around 6% of its workforce, roughly 1,000 roles, its biggest reduction since 2022. SpaceX has also agreed to buy spectrum licenses from Grain Management for about $8 billion, a move into the wireless market.
- eMemory/PUFsecurity Showcases OCP S.A.F.E.-Approved PUFrt at OCP Global Summit, Strengthening AI Data Center Security with Caliptra
PUFsecurity, a subsidiary of eMemory Technology, was featured at Microsoft's Caliptra Workshop on Oct. 12, the opening day of the 2026 OCP Global Summit, which drew nearly 400 attendees. Its PUFrt received OCP S.A.F.E. Scope 3 approval after an independent assessment of its resistance to physical attacks such as fault injection and side-channel attacks, and is now listed on the OCP Marketplace. PUFrt provides the physical security foundation for Caliptra, an open-source hardware Root-of-Trust architecture, from key generation to chip mass-production testing. It has already been integrated into Caliptra products from ASPEED and security systems from several memory makers and networking chip vendors. The company says the milestone advances hardware security for cloud and AI infrastructure.
- Crypto vault deposits top $10 billion as lending risks draw regulatory scrutiny
Deposits into crypto lending vaults have risen from $4 billion at the start of last year to more than $10 billion, according to the Financial Times. Each vault is run by a 'curator' who selects lending strategies through smart contracts on DeFi platforms, sets risk limits and collects fees, with typical returns of 3% to 10% and riskier strategies reaching 20% or more. Risks include illiquid or hard-to-sell collateral, automatic liquidations, hacks and coding errors, while investors may focus on headline yields. Fintechs, digital asset treasury firms and hedge funds are among the main depositors, and Bitcoin lender Two Prime launched a vault on Pareto targeting 1.5% to 2% yields, with a minimum deposit of 5 WBTC and about $10 million of its own capital absorbing initial losses. U.S. and European regulators are examining whether existing rules should apply, and the SEC has questioned vaults that hold securities.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.