Jamie: Apple is handing mic

Apple is handing the reins to John Ternus, who steps in as CEO on September 1—just in time to unveil a $2,000 foldable iPhone. The stakes are high: Apple’s betting that this bold flagship can both boost its average selling price and set the tone for a new product era. But at that price, it’s not just about hype; the challenge is proving the foldable isn’t a niche experiment, especially when Samsung has been down this road for years.

Here’s the catch: while Apple is poised for a record-setting September quarter, it’s juggling real constraints. Mac minis and Studios are running dry, with higher-memory models vanishing from shelves as AI developers scramble for hardware. DRAM prices have surged almost 100% year-over-year, squeezing margins and stretching lead times. If developers can’t get their hands on the right Macs, it could slow Apple’s on-device AI ambitions—the very narrative Ternus wants to push.

Services are Apple’s safety net, with Apple TV+ racking up awards and new shows, and iOS 26.5 quietly rolling out fresh monetization features. The real test: if the foldable iPhone preorder backlog stretches past two weeks, Apple may have pulled off a high-wire act, balancing innovation, demand, and supply risk. Insights from Bloomberg, Gizmodo, Ars Technica, and Business Insider shape the story.

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