Why Apple investors might be too optimistic about what’s ahead - MarketWatch
1. UBS warns of tepid demand affecting AAPL through 2026. 2. iPhone refresh may only yield slight form factor changes. 3. Expectations for fiscal 2026 iPhone demand may result in stagnation. 4. UBS increased March quarter estimates but lowered September estimates. 5. Geopolitical risks could impact demand, particularly in China.