AI Patience Running Out Ahead of AAPL Earnings?

Freedom Capital Markets
Apr 30
1 min read

Schwab Network

30 April 2026

Paul Meeks says he has been "profoundly confused" about Apple's (AAPL) slower growth compared to the rest of the S&P 500 (SPX). He believes the company needs to show it has an AI catalyst ready in the chamber, as the iPhone maker shifts the CEO baton from Tim Cook to John Ternus. Paul also chimes in on Apple's exposure to the China market, Siri's refresh and why memory price hikes could trickle down to Apple's consumers. Later, Tom White compiles an example options trade utilizing a bearish put vertical for AAPL.

Link to Video: AI Patience Running Out Ahead of AAPL Earnings?

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