WWDC26 won’t change Apple’s positive 2H26 share-price trend, but it will test the staying power of… (opens in new tab)

WWDC26 won’t change Apple’s positive 2H26 share-price trend, but it will test the staying power of the bull narrative Apple’s core bull narrative right now is an almost intuitive market consensus that few people push back on: “Even if Apple is temporarily behind on AI, it will ultimately catch up and come out ahead\.” Based on my latest supply-chain checks, I believe Apple’s business momentum will remain strong through year-end, which should further reinforce the narrative into something like...