: Integration of "Apple Intelligence" and the rumored iPhone 18/Foldable cycle are expected to drive unprecedented hardware upgrades among the 2.5 billion active device base.
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: Investors will be watching for gross margins (guided at 48–49%) and early signs of AI feature adoption. : Integration of "Apple Intelligence" and the rumored
: A massive $145 billion cash pile and continued aggressive share buybacks (~$25 billion last quarter) support earnings per share (EPS). The "Hold/Sell" Thesis (Bear Case) is apple a buy