Apple iPhone Duo Foldable Goes on Sale, Targeting 25% of the Market

Traders are pricing the crown as a coin flip with roughly two months left, meaning Apple's lead over Nvidia and Microsoft is thin enough to flip on a single earnings reaction.

42% chance Apple is the world's largest company at year-end. https://t.co/1PnIRWWAK5

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Borgeat's point: investors paid 12 to 14 times earnings for 30% growth under Jobs, and are paying far more today for a fraction of it.

And then there is Apple. A company I admire. A valuation I struggle to understand. Let me explain. Under Steve Jobs, Apple was changing the world. The iPhone. The iPad. An innovation machine growing revenues and earnings at roughly 30% a year. The valuation? 12 to 14 times https://t.co/t6gkZ0Krwt

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The up-to-$100 million Perryman deal is rounding error against Apple's cash pile, but it locks down a domestic titanium source for the next two iPhones as supply chain politics tighten.

JUST IN: Apple expands US manufacturing partners for iPhone Duo and 18 Pro, committing up to $100 million with Perryman for recycled titanium https://t.co/7prXuRBTW4

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Apple's hardware chief naming Perryman and Qnity Electronics as iPhone Duo and 18 Pro suppliers is the clearest signal yet of which small US names are getting pulled into the iPhone bill of materials.

New US partners like Perryman and Qnity Electronics have helped to make iPhone Duo and iPhone 18 Pro possible. https://t.co/12nNak07z6

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KeyBanc is staying Underweight with a $250 target, arguing the iPhone 18 supercycle thesis breaks if pricier phones and thinner carrier deals stretch upgrade timelines.

$AAPL - KEYBANC WARNS APPLE'S IPHONE 18 MOMENTUM MAY FADE KeyBanc reiterated its Underweight rating and $250 price target on Apple following a survey of 2,046 iPhone users. The firm warns that higher prices, fewer carrier promotions and longer upgrade cycles could weaken

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Zero lead times in China mean the Pro models are sitting in stock, the clearest real-time demand signal ahead of Apple earnings. Suppliers tied to iPhone volumes feel it first.

$AAPL - JEFFERIES WARNS IPHONE 18 DEMAND IS WEAKENING Jefferies says demand for Apple's iPhone 18 Pro and Pro Max is deteriorating, citing shorter delivery times and falling resale prices. In China, lead times have dropped to zero, while reported component order cuts reach

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Bonds returned 14% over the decade, well short of the 39% rise in inflation, while Nvidia returned 13,127%. That gap explains why so many portfolios now lean hard on a handful of AI names.

Last 10 Years... NVIDIA $NVDA: +13,127% Bitcoin $BTC: +12,645% $AMD: +7,733% Tesla $TSLA: +2,607% Apple $AAPL: +1,177% Microsoft $MSFT: +938% Google $GOOGL: +755% Amazon $AMZN: +509% Meta $META: +460% S&P $SPY: +319% Gold $GLD: +220% US Inflation: +39% US Bonds $AGG: +14%

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A preorder sellout in minutes is the first hard read on holiday-quarter iPhone demand, weeks before Apple puts numbers to it.

JUST IN: Apple's iPhone Duo is sold out minutes after preorder opens

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A four-week slip in delivery dates, from October 23 to November 16-23, is the number to watch: it either signals a blowout December quarter for Apple or thin launch inventory that pushes revenue into the next quarter.

APPLE'S IPHONE DUO SELLS OUT MINUTES AFTER PRE-ORDERS OPEN Apple's ($AAPL ) new iPhone Duo saw its initial pre-order inventory sell out almost immediately, with estimated delivery dates slipping from October 23 to November 16–23. However, the rapid sellout may reflect limited

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KeyBanc is reading the 44% month-over-month jump in September hardware spending as pulled-forward demand rather than a durable run rate, and is sticking with Underweight and a $250 target on Apple.

$AAPL - KEYBANC REITERATES SELL-BIASED RATING ON APPLE DESPITE STRONG IPHONE 18 DEMAND KeyBanc maintains its Underweight rating on Apple with a $250 price target. September hardware spending surged 44% month-over-month, far above the three-year average of 15%, suggesting

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