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Apple stays strong despite chip shortages, expects $107-109B revenue in Q3 2026 with new AI boosts.

Analyst Insights
02 Jul 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Apple is expected to report Q3 2026 revenue between $107 billion and $109 billion and earnings per share of $1.80 to $1.84. The company remains resilient amid industry-wide memory chip shortages thanks to strong supplier agreements and a robust services segment that help protect margins. Upcoming enhancements to Siri AI and new product launches contribute to optimism, despite recent price hikes and margin pressures. Apple’s efficient cash conversion cycle and inventory management keep it ahead of competitors like Dell and HP, though risks include margin dilution and uncertain adoption of new AI features under CEO John Ternus. Recent stock dips are seen as long-term buying opportunities.

More News (AAPL)

Apple plans 5+ new iPhones by 2027, boosts foldable model production to 10M amid chip shortages.

Apple plans 5+ new iPhones by 2027, boosts foldable model production to 10M amid chip shortages.

Apple is set to launch at least five new iPhone models from late 2024 through mid-2027, including a foldable iPhone with production increased to 10 million units this year. The company is securing components for 80 million phones for late 2026 and ex...

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Apple's Hide My Email feature has a vulnerability exposing real email addresses despite a year of warnings.

Apple's Hide My Email feature has a vulnerability exposing real email addresses despite a year of warnings.

Apple's Hide My Email, a privacy tool that creates temporary email aliases, has a security flaw allowing real email addresses to be uncovered. Tyler Murphy of Easy Opt Out reported the issue to Apple over a year ago, but the bug remains unfixed. This...

Market News
Bearish
10 hours ago
Invesco NASDAQ 100 ETF (QQQM) benefits from rising AI-driven tech spending, delivering strong returns.

Invesco NASDAQ 100 ETF (QQQM) benefits from rising AI-driven tech spending, delivering strong returns.

The Invesco NASDAQ 100 ETF (QQQM) offers focused exposure to AI-driven capital expenditure growth, especially among leading U.S. technology companies. It benefits from increasing AI infrastructure investments, with Amazon alone projecting $200 billio...

Market News
Bullish
14 hours ago
Bug in Apple's Hide My Email exposes users' real email addresses, risking privacy.

Bug in Apple's Hide My Email exposes users' real email addresses, risking privacy.

A security bug in Apple's Hide My Email feature, designed to protect user privacy by masking real email addresses, has been discovered and verified by researchers. The flaw allows the real email addresses behind the disposable ones to be revealed, pu...

Market News
Bearish
17 hours ago
WhiteBIT launches TradeFi, enabling crypto users to trade traditional assets like stocks and commodities via perpetual futures.

WhiteBIT launches TradeFi, enabling crypto users to trade traditional assets like stocks and commodities via perpetual futures.

WhiteBIT, Europe's largest crypto exchange by traffic, has introduced TradeFi, a new trading category that allows users to trade traditional financial instruments such as commodities, stocks, and ETFs through perpetual futures contracts within the cr...

Market News
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