Apple (AAPL) Resets With New CEO, Podcast Deal And A Fresh Phone Threat Bailey Pemberton Sun, October 11, 2026 at 11:17 PM EDT 3 min read AAPL -1.11% SPCX +1.25% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Apple (NasdaqGS:AAPL) now faces a fresh rival as SpaceX prepares a Starlink-only smartphone aimed directly at premium devices.
Apple agreed to a reverse acqui-hire of audio start-up Huxe, licensing its personalization tech while bringing key staff into its Podcasts team.
Apple confirmed the long-signaled CEO handover, with John Ternus formally succeeding Tim Cook at the top of the company.
The mix of a Starlink smartphone challenge, the Huxe podcasts deal and John Ternus taking over deserves careful comparison with our other work. We have also flagged 2 other big wins for Apple.
The collision of satellite-first phones, streaming audio personalization and a new Apple leadership era points toward a wider set of underappreciated opportunities worth reviewing via 29 high quality undervalued stocks.
Apple now runs a broad hardware and services ecosystem around the iPhone, Mac, iPad, wearables and audio, so a Starlink phone and new podcast personalization technology both touch core areas where the business already blends devices with tightly integrated software experiences.
Does the team leading Apple have what it takes? See our full breakdown of the management team's track record and compensation.
The Starlink phone targets the same premium tier where Apple earns a large share of its iPhone and Services revenue. The real risk is not just a rival handset but a rival network that could weaken carrier partnerships and bundled offers that currently support iPhone volumes and financing plans.
Huxe's personalization tech lines up directly with the Apple Narrative focus on AI centric services usage across the existing device base. It supports the catalyst that richer audio and media experiences can keep users engaged and help Services carry more of the earnings load while memory costs and hardware execution remain key risks.
See how these catalysts shape Apple's path to a $328 fair value.
The clearest near term signpost is how Ternus handles the next iPhone and Apple Intelligence rollout cycle while memory costs are described as a 100 year flood. Product timing, any changes to the usual fall launch rhythm, and concrete margin guidance around those AI devices will show how he intends to balance growth and profitability.
Short term headlines show what Apple is doing right now. The longer dated forecasts point to a very different destination that only shows up if you zoom a few years ahead. See where analysts expect Apple to be in a few years.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AAPL.
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