Apple Unveils New Products Under Ternus | Bloomberg Businessweek Daily 9/9/2026

Watch on YouTube ↗  |  September 09, 2026 at 22:18  |  53:57  |  Bloomberg Markets
Speakers
Mandeep Singh — Senior Analyst, Bloomberg Intelligence
Ed Ludlow — Co-Host, Bloomberg Technology
Peter Atwater — President of Financial Insyghts
Donald Trump — President of the United States
Michel Conrath — Chief Retirement Strategist, JPMorgan Asset Management
Avalon Purnell — Equities Reporter, Bloomberg News
Lisa Mateo — Reporter, Bloomberg
Emily Graffeo — Anchor, Bloomberg

Summary

Bloomberg Businessweek Daily covers Apple's first product launch under CEO John Ternus, including the $1,999 foldable iPhone Duo and AI positioning, with Mandeep Singh and Ed Ludlow debating upgrade-cycle and memory-price implications. Peter Atwater argues the K-shaped economy is widening and fueling backlash against data centers. President Trump says the Iran war and oil prices will drop after the midterms, while JPMorgan's Michel Conrath discusses retirement readiness and target date fund allocations.

  • Apple unveils the foldable iPhone Duo at $1,999, alongside iPhone 18 models, Apple Watch and AirPods, in John Ternus's first product event as CEO.
  • Mandeep Singh argues the $2,000 foldable price limits a mass upgrade cycle and raises Apple AI/cloud strategy concerns.
  • Mandeep Singh sees firm DRAM/memory pricing supported by data center and AI demand.
  • Ed Ludlow expects Apple's entry to grow the nascent foldable smartphone category.
  • Peter Atwater says the K-shaped economy persists and data center pushback is turning bipartisan.
  • President Trump expects the Iran war to end immediately after the midterms, with oil and gasoline prices falling.
  • Michel Conrath recommends target date funds as a retirement allocation guide and says old rules of thumb are broken.
  • The market update notes stock and bond pressure, Brent above $100, and Meta and Signet moving on AI and jewelry demand news.
Ideas
Mandeep Singh Senior Analyst, Bloomberg Intelligence 6:34
Foldable $2,000 won't drive mass upgrades
Mandeep Singh argues the new $2,000 iPhone Duo foldable is too expensive to drive a mass upgrade cycle because component and memory costs forced Apple to price it at $2,000; he compares it to Vision Pro, expecting niche demand rather than a mass-market upgrade.
AAPL HIGH
Ed Ludlow Co-Host, Bloomberg Technology 9:42
Apple entry gives foldable category momentum
Foldables remain a small, nascent market of about 23 million units versus a billion total smartphones, but Ed Ludlow expects the segment to grow and gain momentum because Apple is now entering the category.
Foldable smartphones MED
Mandeep Singh Senior Analyst, Bloomberg Intelligence 11:17
Memory/DRAM pricing stays firm on datacenter demand
Memory/DRAM prices are likely to remain firm because data center and chip companies are locking in memory supply and consuming far more memory; Apple lacks long-term agreements, while NVIDIA's $260 billion supplier prepayments now exceed Apple's historical commitments.
SMH HIGH
Peter Atwater President of Financial Insyghts 23:34
Data centers face mounting local policy pushback
The bottom of the K-shaped economy is pushing back against data centers because local costs are tangible and immediate, and policymakers are responding with bipartisan efforts including possible repeal of tax benefits; this is a growing headwind for data center buildout.
DTCR MED
Donald Trump President of the United States 32:23
Oil prices fall after midterm election
President Trump says the Iran-linked war will end immediately after the midterm election because Iran cannot hold out, and he expects oil and gasoline prices to fall specifically after the election.
UGA BNO MED
Michel Conrath Chief Retirement Strategist, JPMorgan Asset Management 46:16
Target date funds guide retirement allocation
For retirement allocation, use target date funds as a starting proxy: they are generally north of 90% equity early but differ most near retirement, when allocation risk is highest and traditional rules of thumb may not fit.
Target-date funds MED
Avalon Purnell Equities Reporter, Bloomberg News 50:40
Meta AI assistant offers upside potential
Meta Platforms gained after debuting its new AI assistant, and Morgan Stanley is bullish on the offering, seeing consumer adoption as the key metric and potential upside because the success is not fully priced in.
META MED
Avalon Purnell Equities Reporter, Bloomberg News 51:35
Signet raised outlook on strong jewelry demand
Signet Jewelers raised its outlook for the second time this year as shoppers continue to splurge on jewelry for occasions like weddings, and solid guidance beats should calm market fears about jewelry and diamond growth.
SIG HIGH
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This Bloomberg Markets video, published September 09, 2026, features Mandeep Singh, Ed Ludlow, Peter Atwater, Donald Trump, Michel Conrath, Avalon Purnell discussing AAPL, Foldable smartphones, SMH, DTCR, UGA, BNO, Target-date funds, META, SIG. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mandeep Singh, Ed Ludlow, Peter Atwater, Donald Trump, Michel Conrath, Avalon Purnell  · Tickers: AAPL, Foldable smartphones, SMH, DTCR, UGA, BNO, Target-date funds, META, SIG