From Yahoo Finance: 2025-06-04 16:19:00

Loop Capital suggests that tariffs could benefit Apple Inc. (NASDAQ:AAPL), predicting a potential surge in iPhone Air production from 16 million to 33 million units by the end of the year. This could account for 30% of all iPhone 17 models, signaling a possible ‘super cycle’ for the company after a disappointing AI year.

Sands Capital Select Growth Fund sold its investments in Apple Inc. (NASDAQ:AAPL) in March to capitalize on market opportunities and strengthen its cash position. The delayed rollout of AI features may limit Apple’s earnings potential, but its strong ecosystem and customer base make it a leading global technology business. The fund will continue to monitor Apple’s progress.



Read more at Yahoo Finance: Market’s New Hope for Apple (AAPL) ‘Super Cycle’ After AI Dissappointment: iPhone Air