{"id":8454,"date":"2026-04-30T18:19:29","date_gmt":"2026-04-30T18:19:29","guid":{"rendered":"https:\/\/demo5.dedicatedhost247.com\/zexo\/apple-execs-to-talk-china-and-tariffs-but-will-avoid-discussing-foldable-iphone-per-traders-on-kalshi\/"},"modified":"2026-04-30T18:19:29","modified_gmt":"2026-04-30T18:19:29","slug":"apple-execs-to-talk-china-and-tariffs-but-will-avoid-discussing-foldable-iphone-per-traders-on-kalshi","status":"publish","type":"post","link":"https:\/\/demo5.dedicatedhost247.com\/zexo\/apple-execs-to-talk-china-and-tariffs-but-will-avoid-discussing-foldable-iphone-per-traders-on-kalshi\/","title":{"rendered":"Apple execs to talk China and tariffs, but will avoid discussing foldable iPhone, per traders on Kalshi"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div id=\"RegularArticle-ArticleBody-5\" data-module=\"ArticleBody\" data-test=\"articleBody-2\" data-analytics=\"RegularArticle-articleBody-5-2\"><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"\/><\/p>\n<div class=\"InlineImage-imageEmbed\" id=\"ArticleBody-InlineImage-108294282\" data-test=\"InlineImage\">\n<div class=\"InlineImage-wrapper\">\n<div>\n<p>Tim Cook and John Ternus at Apple Park.<\/p>\n<p>Courtesy: Apple<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>On <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-1\"><a href=\"https:\/\/www.cnbc.com\/quotes\/AAPL\/\">Apple&#8217;s<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> first earnings call since the company announced its planned C-suite changes, traders on Kalshi think the company may discuss its creator studio, streaming platform and a fellow megacap tech company&#8217;s artificial intelligence model.\u00a0<\/p>\n<p>Apple is set to report earnings after the bell on Thursday, just over a week since the company announced that longtime CEO Tim Cook will be <a href=\"https:\/\/www.cnbc.com\/2026\/04\/20\/apple-names-john-ternus-ceo-replacing-tim-cook-who-becomes-chairman.html\">leaving in September<\/a> and replaced by senior vice president of hardware engineering John Ternus.\u00a0<\/p>\n<p>Traders think it&#8217;s almost certain that the company will mention on its earnings call China and tariffs, placing <a href=\"https:\/\/kalshi.com\/markets\/kxearningsmentionaapl\/apple-earnings-mention\/kxearningsmentionaapl-26apr30\" target=\"_blank\" rel=\"noopener\">odds at 98%<\/a> and 96%, respectively. But there are other topics that traders are more divided on.\u00a0<\/p>\n<\/div>\n<div class=\"group\">\n<p>But traders are more uncertain on other topics. <\/p>\n<p>Google&#8217;s artificial intelligence model Gemini has a 27% chance to get mentioned. Apple has a deal with Google to <a href=\"https:\/\/www.cnbc.com\/2026\/01\/12\/apple-google-ai-siri-gemini.html\">implement the model<\/a> into its Apple Intelligence features, but Apple is also widely viewed by Wall Street as the biggest tech laggard on AI development. <\/p>\n<p>Meanwhile, traders mostly think the company won&#8217;t chat about glasses, assigning only a 24% chance. Apple has <a href=\"https:\/\/www.bloomberg.com\/news\/newsletters\/2026-04-12\/apple-ai-smart-glasses-features-styles-colors-cameras-giannandrea-leaving-mnvtz4yg\" target=\"_blank\" rel=\"noopener\">reportedly<\/a> 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. <\/p>\n<p>Traders also give just a 9% chance the company says fold, folding or foldable. That&#8217;s after a report this month that the timeline for the development Apple&#8217;s proposed foldable iPhone is <a href=\"https:\/\/www.cnbc.com\/2026\/04\/07\/apple-stock-foldable-iphone-report.html\">delayed<\/a>.\u00a0However, <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-04-07\/apple-s-foldable-iphone-remains-on-track-for-september-debut\" target=\"_blank\" rel=\"noopener\">a Bloomberg report<\/a> indicates a planned fall 2026 launch is still on schedule.  <\/p>\n<p><em>Disclosure: CNBC and Kalshi have a commercial relationship that includes a CNBC minority investment.<\/em><\/p>\n<\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"RegularArticle-GooglePreferredSource-5\"><a href=\"https:\/\/www.google.com\/preferences\/source?q=https:\/\/www.cnbc.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/a><\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Tim Cook and John Ternus at Apple Park. Courtesy: Apple On Apple&#8217;s first earnings call since the company announced its planned C-suite changes, traders on Kalshi think the company may discuss its creator studio, streaming platform and a fellow megacap tech company&#8217;s artificial intelligence model.\u00a0 Apple is set to report earnings after the bell on [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":8455,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"spay_email":""},"categories":[49],"tags":[558,1149,559,360,184,199,935,12883,1787,9636,3866,12728,186,4392,11324,183,185,1531,11705,7030,3356,4315,187],"jetpack_featured_media_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108294282-1776723285352-Apple-John-Ternus-Tim-Cook.jpg?v=1776723345&w=1920&h=1080","_links":{"self":[{"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/posts\/8454"}],"collection":[{"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/comments?post=8454"}],"version-history":[{"count":0,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/posts\/8454\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/media\/8455"}],"wp:attachment":[{"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/media?parent=8454"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/categories?post=8454"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/tags?post=8454"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}