Apple execs to talk China and tariffs, but will avoid discussing foldable iPhone, per traders on Kalshi
Apple executives are expected to discuss China operations and tariff impacts during upcoming talks, according to traders on the prediction market Kalshi. Discussions about a foldable iPhone are unlikely, as traders assign only a 9% chance of the topic being mentioned, despite a reported fall 2026 launch target. Other potential topics like Google's Gemini AI and smart glasses have low probabilities of being addressed, reflecting uncertainty around Apple's AI progress and new product timelines.
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But traders are more uncertain on other topics. Google's artificial intelligence model Gemini has a 27% chance to get mentioned. Apple has a deal with Google to implement the model into its Apple Intelligence features, but Apple is also widely viewed by Wall Street as the biggest tech laggard on AI development. Meanwhile, traders mostly think the company won't chat about glasses, assigning only a 24% chance. Apple has reportedly been working on designing an AI-supported smart glasses product as a new wearable technology for quite some time, but has yet to make a formal announcement of the development. Traders also give just a 9% chance the company says fold, folding or foldable.
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