Countdown to Apple’s September 9 event—yet Apple is colliding with two opposing forces.
China’s Ministry of Commerce has just publicly voiced opposition to the U.S. plan to impose a 7.5% tariff. Bloomberg reports that the Trump administration plans to move as early as September 24, citing “capacity overhang.” Apple’s quarterly costs could rise by $900 million—this figure hasn’t been officially confirmed, but reports that the supply chain is tightening have already spread around the Binance Square.
On the other side, BestBuy just turned in an earnings report that beat expectations: computer category sales jumped 6.8%, the AI-driven upgrade cycle is underway, and Apple is a direct beneficiary. Even Jupiter has started supporting AAPL trading 24/7—clearly, there’s no shortage of investor interest.
The U.S. dollar index hit its largest gain in four weeks. PCE data slightly exceeded expectations, and the probability of more rate hikes rose from 36% to 42%. A strong dollar directly compresses Apple’s overseas profits—there’s no short-term fix.
So what the market is betting on now is this: can the September 9 foldable-screen iPhone push back against the headwinds of tariffs and exchange rates?
If tariffs really do go into effect, can the high price of the foldable iPhone still hold?
China’s Ministry of Commerce has just publicly voiced opposition to the U.S. plan to impose a 7.5% tariff. Bloomberg reports that the Trump administration plans to move as early as September 24, citing “capacity overhang.” Apple’s quarterly costs could rise by $900 million—this figure hasn’t been officially confirmed, but reports that the supply chain is tightening have already spread around the Binance Square.
On the other side, BestBuy just turned in an earnings report that beat expectations: computer category sales jumped 6.8%, the AI-driven upgrade cycle is underway, and Apple is a direct beneficiary. Even Jupiter has started supporting AAPL trading 24/7—clearly, there’s no shortage of investor interest.
The U.S. dollar index hit its largest gain in four weeks. PCE data slightly exceeded expectations, and the probability of more rate hikes rose from 36% to 42%. A strong dollar directly compresses Apple’s overseas profits—there’s no short-term fix.
So what the market is betting on now is this: can the September 9 foldable-screen iPhone push back against the headwinds of tariffs and exchange rates?
If tariffs really do go into effect, can the high price of the foldable iPhone still hold?