The fate of Apple in a complete breakdown of China and the United States: Wall Street analysts’ views on the threat of tariffs, price increases and the company’s future

Wall Street analysts predict that Apple will report a 4% increase in sales in the most recent quarter, which was partly due to people rushing to buy new Macbooks before the tariffs kicked in. Wall Street analysts have the opportunity to grill Tim Cook, Apple’s CEO, about the risks of future tariffs, price increases and the company’s future in China and the United States.

An Apple spokesman declined to make any company executives available for this article. The company said this year that it was going to invest $500 billion in the United States over the next four years and that it was going to start making artificial intelligence server in Houston in 2026.

David Yoffie, a professor at Harvard Business School who has written case studies on Apple, said the scrutiny was warranted because “they’re the company most at risk in a complete breakdown of the United States and China.”

The stock market would suffer a drop in value. The company accounts for about 6 percent of the S&P 500 index. 6 cents goes to Apple stock for each dollar in the fund. Most 401(k) owners would see their stake cut in half.

Managing the App Store: Apple’s Anatomy of Product Development and the Legal Aspects of App Store Subscribing

is a senior reviewer who has worked at The Verge since its founding in 2011. His areas of coverage include home theater, audio, phones, photography, and more.

In the last few months, Apple has released new Macbook Airs, a more powerful Mac Studio and a refreshed iPad Air. The iPhone 16E, designed to compete with lower-cost phones, was released in February. But Apple’s software team has been going through a rough patch following a series of stumbles and embarrassments.

The company is trying to build its own artificial intelligence capabilities that are more similar to those of other leaders in the category. In early March, long-promised improvements to the company’s Siri assistant were delayed. Apple is rumored to be integrating Google’s Gemini to its Apple Intelligence software suite this fall to help keep pace.

Apple is involved in many legal battles. In a Wednesday ruling, Judge Yvonne Gonzalez Rogers excoriated Apple executives for trying to limit and mollify a ruling intended to loosen the company’s grip over the App Store. Apple appeals the order, but if it holds, companies will attempt to sidestep Apple’s in-app payments and encourage users to go to the web.