Mar 11, 2026: Apple vs. Inflation: MacBook Neo, New iPhone 17E, & MacBook Air M5 — What It Means for Investors

Apple (NASDAQ:AAPL) just dropped a bombshell product lineup — including the all-new MacBook Neo at just $600, the iPhone 17E, and the MacBook Air M5 — and they're doing it while raising gross margins. How is that possible in an inflationary, tariff-heavy environment? In this episode, Simon Erickson breaks down Apple's bold pricing strategy, its asset-light business model, and why this could be a major long-term win for investors. We dig into Apple's record-breaking Q1 results: $143.8B in revenue (up 16% YoY), an all-time high gross margin of 48.2%, and $54B in operating cash flow — including $24.7B in share buybacks. We also explore how Apple's reliance on Taiwan Semiconductor (NYSE:TSM) and Broadcom (NASDAQ:AVGO) for chip manufacturing lets it avoid the massive CapEx spending that rivals like Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), and Meta (NASDAQ:META) are racing to deploy.Plus, a preview of our upcoming Friday show: the Novo Nordisk (NYSE:NVO) vs. Hims & Hers (NYSE:HIMS) feud over GLP-1 weight loss drugs — and a future special episode on quantum computing.Don't miss out on our free investing newsletter with show recaps delivered straight to your inbox: 7investing.com/newsletter#Apple

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Mar 11, 2026: Apple vs. Inflation: MacBook Neo, New iPhone 17E, & MacBook Air M5 — What It Means for Investors is an episode from The 7investing Podcast by 7investing.

This episode is 00:25:58 long.

This episode was published on Apr 2, 2026.

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