AAPL | Weekly | Haru Insights

The cancellation of the all-glass iPhone 20th-anniversary model due to insurmountable manufacturing yield issues marks a rare strategic retreat, signaling that even Apple’s engineering prowess has limits when pushing extreme design ambitions.
Jefferies downgraded Apple to "Underperform" and slashed its price target, citing weakened innovation momentum, margin compression from soaring memory costs, and a lack of transformative product catalysts—a significant shift in Wall Street sentiment.

Apple’s record-breaking $109.4 billion in revenue and 22% surge in iPhone sales prove that consumer loyalty remains unshaken, even amid macro uncertainty, reinforcing the ecosystem’s enduring power.
The real-time news integration for Siri and strategic AI partnerships in China show Apple is no longer playing catch-up in AI, actively shaping the next computing era with purposeful, product-led innovation.
Berkshire Hathaway’s $4.2 billion stake increase in Apple reflects deep institutional conviction in the company’s long-term cash flow, brand strength, and capital allocation discipline.
The Houston Advanced Manufacturing Center and domestic DRAM testing with CXMT signal Apple’s bold move toward U.S. tech sovereignty, positioning it as a leader in AI-driven supply chain resilience.
Despite setbacks, Apple’s ability to deliver strong revenue and iPhone growth amid rising costs underscores operational excellence and pricing power in a challenging environment.

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