Alright, let’s dive in. Imagine this: the Apple logo—shiny as ever—kind of like a beacon in Manhattan’s chaos, right? There I was, surrounded by the hum of 5th Avenue, and for some reason, that logo just stuck with me. No idea why. Maybe it was the lights. Anyway, back to it—Wall Street’s all antsy, waiting on Apple’s third-quarter results. Everyone’s talking China, tariffs, even “Severance”—like, why would they mention a show on an earnings call? But hey, it’s got people betting $43,000 on it. Wild, right?
Now here’s a turn. It’s like Apple’s caught between a rock and—well, you get the picture. Trump’s tariffs, 25% or more if those iPhones aren’t US-made. Apple’s tossing out a lifeline with a new academy in Detroit. DTW represent! Hopefully, teaching AI and manufacturing to the little guys will help. But making iPhones in the States? Could shoot prices from $1,500 to $3,500. Ouch. Most iPhones are made in China; shifting to India probably makes sense. I read that India even outdid China in smartphone exports last quarter. Who saw that coming?
Barclays’ Tim Long isn’t super optimistic though—says iPhones might hit a rough patch. No shiny new features to wow people and losing ground in China. He says Apple’s going to have to get creative, maybe cut prices? But that might tank demand. Fun.
Oh, and about Apple TV+—people are buzzing about another season of “Severance.” Note how we pivot back to TV, odd for an earnings chat, but that’s where the money is, I guess. Even “F1: The Movie” is a thing, racking up $293 million globally. That’s Apple’s top earner for films now. Who knew?
Stocks, though? Kind of just chilling Thursday. Apple way down by about 17% this year, while the S&P 500’s up over 8%. Go figure. They’ve got their big call at 5 p.m. ET. Everybody’s betting on a little bump in earnings and revenue. Curious about how the quarter shook out compared to last year? Me too. Anyway—was it the logo that drew me in, or just the chaos of New York doing its thing? Who knows.
