$AAPL

AAPL Q4 seasonal strength is expected; new smart home product roadmap signals competitive expansion against Amazon.

BullishHe framed it in months
“Wednesday's First Moves: AAPL Smart Home Devices, NTAP Upgrade, STZ Earnings”
Schwab NetworkPublished Oct 7 · 5 passages

Jump to any passage

5 passages

never bet against Apple in the fourth quarter, because people want a lot of that stuff during the holidays. And now there's more. You can start thinking about smart home products.

reports indicating that Apple is planning a larger expansion into the home market. Look, they've done this to some extent with the HomePod, but they're said to be introducing, or intend to introduce, a new Control Center, an upgraded HomePod mini, and a revamped Apple TV here.

Not only that, but also a smart doorbell, a smart door lock, and other internal and external security cameras.

So, to me, this indicates that she is trying to compete with Amazon's Ring, and is trying to make a mark in this field.

It is said that they are partnering with LG to do this. LG will handle the manufacturing and product support operations . Apple's Control Center will serve as the command center for all of this and a means of connecting devices together.

I don't know why we can't simply do it via our phones; there's probably a way to set up a home lock on your iPhone. LG's partnership is important here, of course, because while Apple can shape the design and features of this product, LG will handle much of the operational work and the behind-the-scenes side of it.

But look, Apple was one of the winning companies this year.

What this channel has said about $AAPL

Schwab Network has 23 calls on this stock; only the adjacent ones are shown.

2026-10-07BullishThis one
never bet against Apple in the fourth quarter, because people want a lot of that stuff during the holidays.
2026-10-02Bullish
But Don, I'm curious about your last one here. We've got Apple. We've had a lot of optimism about these new product launches, uh, their moves they're making in terms of AI. They're higher on the session here. Year to date, they're up 21%. How would you approach Apple for trading right now?
Quote at 09:00 ›
See full history ›
TickerSays