Apple execs to talk China and tariffs, but will avoid discussing foldable iPhone, per traders on Kalshi

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On Apple’s

first earnings call since the company announced its planned C-suite changes, traders on Kalshi think the company may discuss its creator studio, streaming platform and a fellow megacap tech company’s artificial intelligence model.

Apple is set to report earnings after the bell on Thursday, just over a week since the company announced that longtime CEO Tim Cook will be leaving in September and replaced by senior vice president of hardware engineering John Ternus.

Traders think it’s almost certain that the company will mention on its earnings call China and tariffs, placing odds at 98% and 96%, respectively. But there are other topics that traders are more divided on.

Apple execs to talk China and tariffs, but will avoid discussing foldable iPhone, per traders on Kalshi

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