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Apple's big summer event is tomorrow. WWDC 2025 is a 'critical opportunity' for the iPhone maker.

1. Apple's WWDC 2025 is a critical opportunity amidst challenges. 2. Delayed AI software updates may hinder iPhone upgrade drives. 3. Tariffs and legal battles are impacting Apple's supply chain logistics. 4. OpenAI’s new partnerships amplify pressure for Apple's innovation. 5. Analysts expect muted announcements during the WWDC event.

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FAQ

Why Bearish?

Delays and tariffs threaten future growth, similar to past struggles post-iPhone launches.

How important is it?

WWDC's impact on AI and tariffs directly correlates with iPhone sales trajectory.

Why Short Term?

Immediate concerns from the WWDC event and tariffs will affect Q2 results directly.

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