Apple earnings call seen focusing on China and tariffs, not foldable iPhone

10 articles · Updated · CNBC · Apr 30

Kalshi bettors assign 98% odds to China and 96% to tariffs, ahead of Thursday's results and Apple's first call since Tim Cook said he will step down in September.
They are less convinced Apple will mention Google's Gemini AI model at 27% or smart glasses at 24%, despite investor scrutiny of the company's AI progress.
A foldable iPhone is seen as especially unlikely at 9%, even after reports of development delays and a separate report saying a fall 2026 launch remains on track.

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