Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough growth to justify a valuation approaching US$5 trillion? For new CEO John Ternus, the challenge is converting product innovation into lasting earnings growth rather than relying on Apple's established customer base.
Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting new CEO John Ternus to an early test on the company's pricing power and investment strategy. The central question is no longer whether Apple can sustain sales growth, but how much of that growth it can convert into profit.
India's semiconductor ambitions are gathering momentum as states launch new subsidies, chipmakers weigh fabs, global suppliers consider manufacturing, and engineering partnerships deepen the country's role in chip supply chains.
