Tim Cook and John Tarnas at Apple Park.
Provided by: Apple
In Apple’s first earnings call since announcing plans for executive changes, Kalshi traders believe the company could discuss creator studios, streaming platforms and the fellow tech giant’s artificial intelligence model.
Apple is scheduled to report earnings after the bell on Thursday, just over a week after the company announced that longtime CEO Tim Cook would step down in September and be replaced by John Ternas, senior vice president of hardware engineering.
Traders say the company is almost certain to mention China and tariffs in its earnings call, with the odds of that happening being 98% and 96%, respectively. However, there are other topics where opinions are divided among traders.
But traders are more uncertain about other topics.
Google’s artificial intelligence model Gemini has a 27% chance of being mentioned. Apple has a deal with Google to implement this model into its Apple Intelligence feature, but Apple is also widely seen on Wall Street as the biggest technological laggard in AI development.
Meanwhile, traders believe the company will not discuss glasses, with only a 24% chance. Apple has reportedly been working on designing a smart glasses product that supports AI as a new wearable technology for quite some time, but has yet to make any official announcements about the development.
Traders also believe there is only a 9% chance that the company will say it is foldable, collapsible, or collapsible. The move follows reports earlier this month that Apple’s proposed foldable iPhone development schedule has been delayed. However, Bloomberg reports that the launch date for fall 2026 is still on schedule.
Disclosure: CNBC and Kalsi have a commercial relationship that includes a minority investment in CNBC.
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