{"id":268857,"date":"2026-06-09T23:54:00","date_gmt":"2026-06-10T03:54:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/06\/09\/forget-the-ai-headlines-apples-first-foldable-iphone-could-be-the-stocks-biggest-catalyst-in-years\/"},"modified":"2026-06-10T00:05:25","modified_gmt":"2026-06-10T04:05:25","slug":"forget-the-ai-headlines-apples-first-foldable-iphone-could-be-the-stocks-biggest-catalyst-in-years","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/06\/09\/forget-the-ai-headlines-apples-first-foldable-iphone-could-be-the-stocks-biggest-catalyst-in-years\/","title":{"rendered":"Forget the AI Headlines: Apple’s First Foldable iPhone Could Be the Stock’s Biggest Catalyst in Years"},"content":{"rendered":"

Forget the AI Headlines: Apple’s First Foldable iPhone Could Be the Stock’s Biggest Catalyst in Years<\/a><\/p>\n

https:\/\/www.fool.com\/investing\/2026\/06\/09\/forget-the-ai-headlines-apples-first-foldable-ipho\/<\/a><\/p>\n

Publish Date: 2026-06-09 23:54:00<\/a><\/p>\n

Source Domain: www.fool.com<\/a><\/p>\n

Most of the recent conversation around Apple<\/strong> (AAPL 3.61%<\/span>)<\/span> has centered on artificial intelligence (AI)<\/span>. At its annual developers conference this week, the tech giant walked through a long-awaited overhaul of its Siri voice assistant and its broader Apple Intelligence AI features — and investors weren’t especially impressed. After touching an all-time high of about $317 earlier this month, shares have eased back to around $291 as of this writing.<\/p>\n

But for a company worth about $4.3 trillion, where the iPhone still brings in about half of all revenue, the more important near-term question may have little to do with AI. It could come down to hardware — and specifically, whether Apple can keep its current upgrade wave going while adding something genuinely new to the lineup.<\/p>\n

There’s reason to think it can.<\/p>\n

Image source: Getty Images.<\/p>\n

The iPhone’s recent momentum<\/h2>\n

In its fiscal second quarter of 2026 (the period ended March 28, 2026), Apple’s iPhone revenue rose 22% year over year to about $57 billion — a record for the March period. And that capped a streak that began the moment the iPhone 17 arrived.<\/p>\n

The iPhone 17 lineup launched last September. Apple set a September-quarter iPhone record to close out fiscal 2025, then turned in its best iPhone quarter ever over the holidays, before the 22% jump in the most recent quarter. In fact, demand actually ran ahead of what the company could build, with Apple pointing to component shortages as a limit on how much iPhone revenue it could book.<\/p>\n

What stands out, though, is who is buying. Apple said it set a March-quarter record for iPhone upgraders, and its installed base of active devices — already more than 2.5 billion — climbed to yet another all-time high. <\/p>\n

“With iPhone 17, we’re seeing a strong response not only from customers upgrading from previous generations, but also from people choosing iPhone for the very first time,” said CEO Tim Cook in the company’s fiscal second-quarter earnings call.<\/p>\n

But can this…<\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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