The Real iPhone Story Apple Investors Are Missing | Mark Gurman

Apple just unveiled the iPhone 17 lineup, including the all-new iPhone Air, and the reaction from Wall Street was surprisingly muted. But Bloomberg’s Mark Gurman, the most plugged-in Apple reporter in Cupertino, sees it differently. Gurman argues that Apple’s latest strategy is less about chasing AI headlines and more about doing what Apple has always done best: building hardware people actually want.

In this conversation, he break downs:

• Why the new iPhones could boost Apple’s revenue even without a super-cycle.
• The marketing genius behind the iPhone Air.
• How Apple’s hardware-first focus is exactly what consumers want.
• The reality of Apple’s AI and Siri ambitions.
• The supply chain strategy as tariffs and geopolitics reshape tech manufacturing.

This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.