Since Apple launched its new iPhone, its stock price has continued to rise in the two trading days, and has now erased its decline since 2025. Apple shares rose 4% on Monday, bringing their gains for the year to just over 2%. Apple is the last technology giant to see its share price rise during the year.
Last Friday, Apple launched its new iPhone, Apple Watch and AirPods. The new iPhones, especially the $999 mid-range model iPhone Air, are the first major redesign in years. Analysts said that judging from the waiting time for pre-sales, the demand for this series of models is strong.
Bank of America Securities analysts wrote in a report on Monday: "Our tracking of iPhone shipping dates on Apple's official website and major carrier websites shows that as of September 22, the iPhone 17 shipping cycle (in days) is 18 days, which is longer than the 10 days for the iPhone 16 last year."
Analysts said that judging from pre-sales, Apple has also seen strong demand in key markets.
From 2025 to now, Apple’s performance is still lagging among large technology companies. This is partly because Apple has invested far less in artificial intelligence (AI) chips and data centers than its competitors; in addition, the company has postponed a key upgrade of its Siri voice assistant until 2026, which has triggered concerns that Apple is lagging behind companies such as Google and Microsoft in integrating artificial intelligence technology into its products.
However, Apple's new products also incorporate a number of artificial intelligence features. For example, the new AirPods Pro 3 headphones can automatically translate voice to text, and the new Apple Watch can warn users of the risk of high blood pressure through machine learning technology.