Apple execs to talk China and tariffs, but will avoid discussing foldable iPhone, per bettors on Kalshi

Bettors on Kalshi expect Apple’s upcoming earnings call (after the bell Thursday) to focus on China (98% probability) and tariffs (96%), while showing low odds that management will discuss a foldable iPhone (9%) or smart glasses (24%). There is modest chance (27%) Apple will mention Google’s Gemini AI amid Apple’s deal to integrate Gemini into Apple Intelligence. The market implications are primarily around investor attention to China exposure and trade policy commentary rather than new-product updates; limited discussion of foldables or glasses may temper hopes for near-term product catalysts. Overall, these odds shape expectations heading into the report but do not signal a clear directional view on AAPL’s stock.