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Apple’s Foldable iPhone Could Trigger a Massive 'Upgrade Cycle,' Says Gary Black — But This One Problem Could Cap 'Incremental Earnings' for 6 Months

Investor Gary Black predicts Apple Inc.‘s newly launched foldable device will start a hardware purchasing cycle, but production limits may curb incremental earnings for possibly six months. Market Impact and Demographics Apple unveiled its first foldable smartphone, the iPhone Duo,...

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Earnings· September 12, 2026 at 01:30 AM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

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Investor Gary Black predicts Apple Inc.‘s newly launched foldable device will start a hardware purchasing cycle, but production limits may curb incremental earnings for possibly six months. Market Impact and Demographics Apple unveiled its first foldable smartphone, the iPhone Duo,...

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