Market videos

Peter Andersen questions whether Apple’s upgrade cycle can sustain its premium valuation. The Schwab Network host cites revenue above $114.4 billion, but Andersen wants clearer evidence of new customers rather than existing users upgrading. He criticises repeated upgrades with $100 price increases and sees higher input costs pressuring margins. He argues that foldable phones alone do not establish a new growth engine, and suggests more ambitious hearing technology as an innovation opportunity.