Apple's $2,000 phone called a savvy price; software remains the hole in the business
TiernanRayTech · x · 2026-09-10
Market commentary roundup: Barron's argues Apple's $2,000 phone is a savvy price—analysts are relieved it wasn't higher, financing could make it some people's next phone or even an iPad mini replacement, but software remains the weak spot. Also covered: Meta's "Muse," Arista on AI risk, SailPoint slipping as agentic AI hopes run high, a buy-the-dip case for Vertiv, what's unproven in IonQ's "Superion" chip, and data on AI commoditization.
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