Apple’s stock could underperform, especially without an ‘all-glass’ iPhone, this analyst warns
Reported by MarketWatch · marketwatch.com · August 10, 2026
A Jefferies analyst says that it may be harder than it looks for Apple to roll out dramatically more expensive devices in a bid to boost profitability.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $AAPL +0.32%
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