Apple (AAPL) Stock News: September 2026

Apple CEO John Ternus is planning a company overhaul to accelerate product development, broaden device lineup, and create a leaner organization with greater focus on engineering. Early ideas include moving away from traditional spring/fall product release schedules and eliminating some middle-management positions, according to a Bloomberg report.

An unconfirmed report says Apple's first foldable iPhone, expected to cost around $2,000, could sell as many as 6 million units. The device would mark Apple's entry into the foldable-phone market, potentially creating a new premium category if the product is polished.

Apple plans a major smart-home push on Oct. 13, led by a 6-inch display hub with voice and facial recognition, plus updated HomePod mini and Apple TV.

Apple has launched Apple Pay in India, according to a report. The expansion opens a large digital payments market for Apple's services revenue. No official confirmation yet.

John Ternus, weeks into the CEO role, is reshaping Apple: considering year-round product launches, cutting engineering management layers, and exploring AI for customer support. A plan to cut 5,000 AppleCare jobs was put on hold. Next year's pipeline includes camera AirPods, smart glasses, and a 20th-anniversary iPhone.

Apple's Ternus discusses more frequent product launches.

Burford Capital says it would receive about $1.4 billion if Apple's $5.7 billion Taction patent verdict is ultimately paid as awarded. Half to balance sheet, half to investment funds. Apple says it will appeal.

Bloomberg reports Apple's work on the Vision Pro is on 'life support'. There is no guarantee another Vision Pro reaches market; if it does, it likely won't arrive before late 2028 or early 2029. Apple is now focused on displayless smart glasses. Senior Vision Pro leaders are pressing to keep the category alive within Apple.

Qualcomm renewed its global patent-license agreement with Apple, effective April 2027. The deal secures high-margin royalty revenue but does not prevent Apple from shifting modem purchases away from Qualcomm. Shares traded lower as the market focused on declining chipset revenue.

Apple's chip strategy pays dividends as A20 Pro outperforms PC and Android chips.

Apple's market capitalization crossed $5 trillion for the first time, making it the second company after Nvidia to reach the milestone. Shares hit a new all-time intraday high of $345.34.

Apple stock up 0.7% to $341.21. Close at $342.602 needed for $5 trillion milestone. New CEO John Ternus. Foldable iPhone Duo at $1,999 available Oct. 23. AI Siri now available. BofA analyst rates Buy, $370 target.

John Ternus, Greg Abel, and John Furner are the new CEOs of Apple, Berkshire Hathaway, and Walmart, respectively. A Barron's feature examines their early tenures, stock performance, and analyst outlooks, noting challenges and opportunities at each firm.

Bernstein warns Apple's December-quarter earnings could disappoint as sharply higher memory-chip costs pressure iPhone margins. The firm cut its EPS forecast to $2.87 from $3.00, below the $2.92 consensus, but maintains an Outperform rating and $370 target.

Qualcomm announced the renewal of its global patent license agreement with Apple. The new agreement takes effect April 1, 2027.

Square announced an integration allowing sellers to manage their Apple Business presence from Square Dashboard. Sellers can sync hours, address, and phone across Apple Maps, Siri AI, Apple Wallet, and other Apple apps. The feature includes brand management and action links for customer engagement. It launches across eight supported regions. Square claims connected locations see 30% more Apple Maps views and 31% higher clickthrough rates.

Congress member Pete Sessions filed for a planned sale of up to $250,000 worth of Apple (AAPL) stock.

apple's new Mac Mini and Mac Studio available today. Both are powered by the latest apple silicon.

Bloomberg reports Apple has been working on a screenless fitness tracker for several months. Prototypes exist and top executives support the project, but no release decision has been made. If launched, the device likely would not arrive before 2028.

Apple launches new Mac Mini with M6, Mac Studio with M5 Ultra.

Apple has opened claims for a $250 million settlement over Siri privacy allegations. Eligible iPhone owners could receive up to $95 per device. The settlement resolves claims that Siri recorded conversations without user consent. Claims are now being accepted.

Apple and Google are hiring cryptocurrency developers and digital asset experts, according to reports. The move comes as interest in stablecoins and blockchain payments grows.

Apple reportedly preparing to launch Apple Pay in India next month, according to a Bloomberg report. The payment service faces regulatory and competitive hurdles in a market where digital payments are already crowded.

Apple has cut jobs in its Fitness+ division, according to a Bloomberg report. No details on the number of cuts or roles affected were provided.

iPhone 18 Pro and Pro Max launched. Jefferies reports early demand weakness, zero U.S. lead times, and low resale premiums compared to last year's model. The research firm expects possible order cuts in October and warns that the upcoming Duo could cannibalize sales.

A federal judge ordered X and SpaceXAI to disclose their agreement with Apple. OpenAI sought access to the terms in Musk's antitrust case. X resolved its claims against Apple but continues its case against OpenAI. OpenAI argues the undisclosed deal could undermine X's attempt to seek monetary damages. The agreement must be submitted by Thursday.

Apple is reportedly developing an AI-focused enterprise server using its own M8 Ultra chips and has discussed using Nvidia NVLink Fusion networking. Target is 2029. Would mark return to server market after Xserve. Mac revenue up 29% to $10.4B.

Apple talked with NVIDIA about using its network technology.

India's consumer watchdog is investigating Apple's warranty and repair practices, alleging the company charges excessive fees for repairs caused by its own software updates. The probe targets a key growth market and could lead to fines or policy changes for Apple in India.

Apple has begun releasing iOS 27, including the Siri AI beta with personal context features. The update is available in English for iPhone 15 Pro and newer, but excludes the EU and China.

Apple introduced Siri AI with personal context awareness. The company said Siri AI and Apple Intelligence are unavailable in China because of local regulatory requirements.

X and xAI settle antitrust lawsuit against Apple, court filing shows.

Lawyers are warning that Apple's always-on AI features may run afoul of wiretapping laws requiring consent to record conversations. The issue could create legal and regulatory risk for the company's AI rollout strategy.

Apple will pay Samsung roughly $250 for each foldable display used in its upcoming iPhone Duo, according to MacRumors.

Apple confirmed pre-orders for the iPhone 18 Pro and Pro Max begin September 12 at 5 AM PT on Apple.com and the Apple Store App. The launch is a routine product cycle event for the company.

The Wall Street Journal reports that Apple's upcoming iPhone 18 upgrade cycle is expected to benefit certain suppliers. No further details are available.

Code found in the upcoming iOS 27 indicates Apple is exploring the ability to show sponsored results inside Visual Intelligence. Users could see product ads when pointing a camera at an item to search or shop.

BofA cuts Apple price target to $370 from $380.

Apple announced AirPods 5, Apple Watch Series 12 and Ultra 4, and a redesigned AI-powered Health app at its September product event. AirPods 5 start at $129 with improved noise cancellation and AI features. The Watch Series 12 ($399) and Ultra 4 ($799) introduce a Health Age biometric estimate, a Readiness score, and new sensors. The redesigned Health app uses Apple Intelligence for personalized guidance and will launch later this year in the U.S.

Apple’s 2 terabyte iPhone Duo will cost $3,199, making it the company’s most expensive phone ever.

Apple announces A20 Pro chip on 2nm process and first foldable iPhone Duo.

Apple announced Audio Intelligence, a new AI feature that interprets audio, similar to its Visual Intelligence capability.

Apple detailed the iPhone 18 Pro's camera system. New features include a variable aperture with six blades, improved low-light and Night mode, AI-powered Smart Focus Tracking, 4K Time Lapse, and Apple Reference Image signing for pixel-level verification. The signing feature is not available in the EU and China.

Apple reportedly introduces a $34.99/month subscription for renting the iPhone 18 Pro.

Apple announces a photo authenticity standard, excluded in EU and China; A20 chip to feature 32-core neural engine.

Apple introduces iPhone 18 Pro and Pro Max with A20 Pro chip, 45-hour battery life.

Apple's product event has started. Shares are down 1% at the time of the report.

Apple reported that its A20 chip includes two neural engines with a combined 32 cores, aimed at increasing on-device AI performance. The detail emerged during the company's product event. The source is a single unverified account.

Apple set to unveil first foldable iPhone at 'Surprise and Shine' event.

Apple has reportedly acquired Sonera, a California company that makes non-invasive sensors for measuring neural signals from the brain. The report comes from AppleInsider. Apple has not confirmed the deal.

A projection estimates a 59% chance that Apple will release its first foldable iPhone by the end of September.

Apple's new CEO John Ternus will have 75% of his stock-based compensation tied to Apple's performance relative to its peers, per a report.

Apple could unveil a foldable iPhone Ultra, iPhone 18 Pro lineup, and new Apple Watches at its Sept. 9 event, per Bloomberg. Standard iPhone 18 models are expected in spring 2027.

Trump on Truth Social claimed Apple Maps has renamed Lake Ontario to 'Lake America,' following Google Maps. He called the change 'complete, ratified, and binding.' No official confirmation from Apple.

Tim Cook ended his 15-year tenure as Apple CEO on August 31, handing leadership to hardware chief John Ternus. Cook remains as executive chairman. Apple stock rose 2.75% on Ternus's first day. Ternus told employees next week's iPhone launch will be 'phenomenal.'

Rosenblatt raised Apple's price target to $303 from $300, maintaining a Neutral rating. The firm expects Apple to navigate supply-chain pressures via higher prices and premium products. Focus shifts to new CEO John Ternus and the Sept. 9 iPhone launch; Rosenblatt says stronger product innovation is key to justifying Apple's premium valuation.