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Apple enters Q2 earnings in a new role: Wall Street's escape hatch from AI stocks

The company has been able to weather a market storm as more AI-focused firms have struggled.

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AI · summaries

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AI and the memory crunch are in focus ahead of Apple earnings and Tim Cook's last call as CEO

Tim Cook's final earnings call Thursday focuses on iPhone 18 pricing, memory costs, and AI strategy gaps as John Ternus takes over September 1. Rising memory pressures margins; Services growth (iCloud+, AppleCare+) should compensate, but Apple needs a killer AI use case after avoiding competitors' capex spending boom.

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Timeline cronologica

mercoledì 29 luglio 2026·cnbc.com
Tim Cook’s last earnings call comes at momentous time for Apple with stock at record
Apple just hit a $5 trillion market cap for the first time, but CEO Tim Cook still has plenty of concerns to address on his final earnings call at the helm.
mercoledì 29 luglio 2026·businessinsider.com
AI and the memory crunch are in focus ahead of Apple earnings and Tim Cook's last call as CEO
Here's what Wall Street analysts are saying about the stock heading into earnings, and as Tim Cook gets ready to hand the reins over to John Ternus.

Apple enters Q2 earnings in a new role: Wall Street's escape hatch from AI stocks

Confronto fonti

AI and the memory crunch are in focus ahead of Apple earnings and Tim Cook's last call as CEO

Timeline cronologica

Tim Cook’s last earnings call comes at momentous time for Apple with stock at record

AI and the memory crunch are in focus ahead of Apple earnings and Tim Cook's last call as CEO

Apple tops estimates in CEO Cook's final quarter, but shares fall

Apple stock falls despite record revenue in Tim Cook’s final earnings as CEO

Apple's final Tim Cook quarter ends strong

Apple’s sales surge, but supply worries send shares lower in Tim Cook’s final earnings report as CEO

'We reluctantly raised prices': Tim Cook weighs in on hikes as Apple reports $109 billion in revenue

Apple enters Q2 earnings in a new role: Wall Street's escape hatch from AI stocks

Apple Earnings Prediction Market Preview: What Will Tim Cook Say in His Last Call as CEO? - Apple (NASDAQ

Apple earnings mark the end of the Tim Cook era, as the stock surges to lead the Mag 7 in 2026

Apple earnings live updates: iPhone, AI and Tim Cook’s final CEO call

Here’s how to listen live to Tim Cook’s last earnings call as Apple CEO - 9to5Mac

Apple’s Profit Increases 27 Percent, Topping Wall Street Expectations

Apple Sales Rise 16% in June Quarter to Record $109 Billion, Services Revenue Falls Short of Forecasts

Apple's final Tim Cook quarter ends strong

Tim Cook marks final earnings call as Apple CEO, confirms Ternus will take over calls - 9to5Mac

Apple stock falls despite record revenue in Tim Cook’s final earnings as CEO

'We reluctantly raised prices': Tim Cook weighs in on hikes as Apple reports $109 billion in revenue

Apple tops estimates in CEO Cook's final quarter, but shares fall

Tim Cook signs off on final Apple earnings call with warning of ‘hundred year flood’ in memory chip pricing | Fortune

Apple’s sales surge, but supply worries send shares lower in Tim Cook’s final earnings report as CEO

Tim Cook signs off with Apple’s best ever June quarter, as India drives momentum