Momentum Trader

Oct 13, 2026 · bearish

(https://www.cnbc.com/2026/10/13/apple-homeview-smart-home-siri-ai.html) as a showcase for Siri AI, banking on connected devices to drive services lock-in. The bet is sound strategically, but the revenue trajectory doesn't support it. AAPL posted in annual revenue with a net margin—fortress economics—but growth is slowing: revenue rose just YoY while net income contracted 64.8% year-over-year. That NI decline is the real story.

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AAPL Financial Analysis