How Schwab Network’s view on $AAPL changed

Channel profile →This channel has 11 credited speakers: BFA and JP Morgan, Bank of America, Berenberg, CEO, Citizens, JP Morgan Chase, Morgan Stanley, Oppenheimer, Truist, UBS, Wall Street Journal21 entries

2026-09-21Bullish

“Tiernan Ray on AI Regulation, Cybersecurity Rally & Software Stocks to Watch”

iPhone 18 Pro demand appears strong due to lengthening wait times; product looks promising for Apple.

For the iPhone 18 Pro (Marley), which has a standard design and size, the situation looks good because initial indications suggest that the waiting period, i.e. the period from the date of order to the expected delivery date, is lengthening; This is what people are always looking for to say: " Well, it seems that demand is increasing because getting this device will take longer."

Pre-orders only started on September 12, so there isn't enough data, but the first week is what people are focusing on. The iPhone 18 Pro looks promising for Apple.

Watch the source08:45

2026-09-19Bullish

“McMahon: AAPL iPhone Duo Adds Mag 7 Muscle, Likes MSFT & GOOGL”

AAPL is undervalued among Mag 7; new hardware innovations (folding phones, high-end smartphones) will drive renewed interest and growth.

And in the case of Apple, I think we were waiting for new innovations, and I think we all agree that folding phones, even though they are not the first on the market, are an innovation, and in my opinion Apple also has an opportunity.

So, let's discuss the three big names you mentioned. Because you have Microsoft, Alphabet and Apple. I think there is still value in the Magnificent Seven. I think these are the three most undervalued stocks of the Magnificent Seven.

Watch the source01:11

2026-09-18