News · Yahoo Finance

Can Apple's Duo hype offset soft iPhone 18 demand?

Two analysts say strong interest in the iPhone Duo, combined with Apple's constrained supply, has pushed shipping dates into 2027, and customers were already being quoted November and December delivery within the first 10 minutes of pre-orders. Sales of the iPhone 18 Pro Max have been muted, and Nikkei Asia reports soft demand for the iPhone 18 Pro. They expect the Duo to offset part of that weakness, mainly by lifting average selling price thanks to its higher price point, while many buyers may wait to try the device in stores before deciding.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on Yahoo Finance ↗

Related tickers and likely impact

AAPL

• Neutral

Apple Inc.

Relevance: medium

MarketUS stocks
SectorInformation Technology
IndustryTechnology Hardware, Storage & Peripherals
Market cap$5.0T
Close on 10/15/2026342.00
Change that session-0.28%
AAPL price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • Apple’s iPhone Duo Sold Out In Minutes. The Last Time Apple Reinvented The Phone, One Apple Supplier’s Stock Soared About 1,200% In A Decade

    Apple's first foldable iPhone, the iPhone Duo, sold out within minutes of its worldwide preorders opening on Oct. 16, but buyers who ordered more than an hour later face a delay of nearly three months, according to Korea JoongAng Daily, which puts the U.S. starting price at $1,999. One unnamed supply-chain source said Foxconn's final-assembly yield was just above 60% heading into late September, against the 90%-plus rate Apple typically expects, and the hinge, which holds more than 100 parts, is cited as a constraint. Analyst Jeff Pu cut his 2026 shipment estimate from 7 million to 6 million, while reported forecasts range from about 6 million to 10 million units. The article also recalls that Skyworks Solutions, identified as the power-amplifier supplier of the original iPhone, rose about 1,200% over a decade, though those figures cover price only.

    Yahoo Finance·▲ AAPLAAPLsupply chaintech stocks
  • Apple stock is at a record high — but is it warranted given slowing iPhone 18 demand?

    Apple (AAPL) shares are at a record high, and its market cap recently passed $5 trillion for the first time on expectations for iPhone 18 demand. Jefferies analyst Edison Lee argues that optimism may be running ahead of the data, pointing to media reports that Apple cut orders for iPhone 18 Pro and Pro Max by 10%–15%. His tracking shows weakening demand: resale prices for the 18 Pro have slipped to discounts, and lead times in China have disappeared, compared with premiums and longer waits a year earlier. He says the foldable iPhone Duo's pre-order lead time exceeded 90 days, but it has since fallen across all 5 major markets he tracks, and he estimates 6–7 million units of shipments in 2026, in line with market expectations.

    Yahoo Finance·▼ AAPLAAPLiPhonevaluation
  • Apple stock staged a rally to $5T "that no one liked": Melius

    Melius Research says Apple's rally to a $5 trillion market value has been the 'most disliked rally in history,' but believes gains can continue despite hedge fund concerns about memory costs, services headwinds and high valuation. The stock trades at 36 times next-12-month EPS and is up 26% year to date, outperforming Amazon, Alphabet, Meta, Tesla and Nvidia. Melius reiterated its Buy rating and $370 price target ahead of earnings on Nov. 2, seeing room for the target to move higher. It highlighted new CEO John Ternus's push to broaden the product lineup, including a HomeView device with a robotic arm in 2027, camera-equipped AirPods and a redesigned iPhone for the device's 20th anniversary.

    Yahoo Finance·▲ AAPLAAPLvaluationtech stocks
  • Apple extends iPhone Duo delivery, disappointing eager customersYahoo Finance·• AAPLAAPLiPhone Duosmartphones
  • Apple Stock Escaped the AI Downturn. Now It Faces a 27% Plunge, Says Analyst.Yahoo Finance·▼ AAPLAAPLtech stocksAI investment
  • Analyst says iPhone 18 demand weakness is "intensifying"

    Jefferies analyst Edison Lee says demand for the iPhone 18 Pro and Pro Max is weakening further, with lead times in China falling to zero days versus six and 25 days for last year's models. Resale prices for all Pro variants have moved to discounts since Sept. 29, while last year's model traded at 1% to 6% premiums, and PDD has cut prices on the Pro and Pro Max by 6% and 9% since Oct. 16. Jefferies says Apple has cut orders for some components, including 2nm chips, by 10% to 15%, though some suppliers indicate the net assembly cut so far is only 2 million units. The firm links strong China sell-through to discounted sales of iPhone 17 Pro inventory.

    Yahoo Finance·▼ AAPLAAPLChinasupply chain

Related markets

US stocks →

Latest news

  • JPMorgan Backs Two Defense Startups With $5 Billion

    JPMorgan has already committed half of its $10 billion investment pool to hypersonic-missile maker Castelion and defense manufacturer Hadrian. The bet reflects America's push to rebuild its defense industrial base.

    Yahoo Finance·• JPMJPMorgandefenseventure capital
  • X-Energy, Amazon, AEP Partner To Evaluate Feasibility Of 960 MW Nuclear Project In Indiana – A Look At The Key Highlights

    X-energy and American Electric Power (AEP) announced a joint development agreement to evaluate the feasibility of a proposed 960-megawatt small modular reactor project in Indiana, with Amazon supporting development through a milestone-based funding agreement. The plant would feature 12 Xe-100 units near the former Breed Generating Station in Sullivan County, redeveloping an AEP-owned brownfield site. It is the second commercial project under the X-energy and Amazon collaboration, which aims to bring more than 5 gigawatts of new nuclear capacity to the U.S. grid by 2039. At the time of writing, XE was up 2%, AMZN gained 3.75%, and AEP fell 1.13%.

    Yahoo Finance·AMZNnuclear powerelectricity
  • Waymo Will Be “a Trillion Dollar Business. Easy” per VC Investor

    Bessemer Venture Partners' Sameer Dholakia says Waymo could become a trillion-dollar business by expanding from ride-hailing into personal car ownership, trucking and logistics. The article notes Bessemer invested in Waymo's $16 billion February round, which valued the company at $126 billion. Waymo reached 500,000 paid rides a week in March, but Sacra estimates its annualized revenue at only $355 million in February, under 0.1% of Alphabet's $403 billion in 2025 revenue. Alphabet trades at 25.0x forward earnings, within its usual range, while Uber trades at 18.2x, a level analyst Walter Piecyk links to the threat from Waymo and Tesla's Robotaxi.

    Yahoo Finance·▲ GOOGLAlphabetself-driving carsvaluation
  • Jensen Huang Declares NVIDIA Can Win “in the Absence of Any AI Labs”

    NVIDIA CEO Jensen Huang said on the BG2 podcast that about a third of the business, classical computing unrelated to AI labs, is growing 30% to 40% a year, while frontier labs account for roughly 25% to 30% of compute. In the three months to July 26, 2026, revenue rose 106% to $96.2 billion, with AI clouds, industrial and enterprise revenue up 138%. Steve Eisman cited a 10-Q line showing 70% of NVIDIA's accounts receivable comes from five customers, though the article notes receivables are not the same as revenue share. NVIDIA trades at 17.7x forward earnings, near its three-year low of 17.5x and well below its 30.3x average.

    Yahoo Finance·▲ NVDANVDAJensen Huangartificial intelligence
  • AWS Margin Expansion and Retail Execution Power Amazon (AMZN) in Q3

    Wedgewood Partners reported that its Wedgewood Composite returned 2.5% net in the third quarter of 2026, compared with 2.3% for the S&P 500 and 0.9% for the Russell 1000 Growth. In its investor letter, the firm named Amazon a leading contributor, citing AWS revenue growth accelerating to 37% from 17% a year earlier and a 63% rise in the segment's operating income. AWS backlog of around $500 billion is more than double last year's level and up 37% from 90 days earlier, and Wedgewood said this demand supports a plan to double AWS capacity from circa 2025 levels by 2027. Advertising grew 26% and generated over $75 billion in revenue over the past 12 months. As of October 16, 2026, Amazon closed at $250.00, with a market capitalization of $2.7 trillion and a 21.22% gain over the past year.

    Yahoo Finance·▲ AMZNAMZNcloud computingearnings
  • Bitcoin is rejected at $83K as US bond yields reverse higher with equities

    Bitcoin failed to follow rising equities as a wall of sell orders above $83,000 across exchanges capped gains, and BTC slipped below $82,000 after Monday's Wall Street open. The Nasdaq Composite gained 1.5% and South Korea's KOSPI rose 1.76% to 5,768 points, while the US 10-year yield climbed to 5.13% and the 30-year to 5.46%, moving in step with stocks ahead of major tech earnings from Meta, SpaceX and Tesla. QCP Capital warned that a repeat of last week's tech sell-off could threaten the $80,000 support level. Crypto liquidations totaled $335 million over 24 hours, and the Binance whale ratio fell to 0.45 from 0.54 at the start of October.

    Cointelegraph·▼ BTC/USDT▼ ETH/USDTbitcoincryptobonds

All news →

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.