Wall Street Breakfast Podcast: iPhone 18 Secrets Surface

The article centers on three market-moving themes: an Apple supply-chain data leak, a SpaceX IPO allocation error, and Nike’s upcoming earnings. For Apple, Reuters reported that more than 200,000 files from Tata Electronics were posted on the dark web, exposing confidential iPhone 18 Pro component details, supplier lists, and photos. The breach raises concerns about supply-chain security and could pressure sentiment around Apple and its manufacturing partners. Separately, Bloomberg said Mirae Asset Securities mishandled SpaceX IPO orders, causing more than $1.1 billion of Korean demand to miss the book, highlighting execution risk in private-market listings. Nike is also in focus ahead of Q4 earnings, with analysts expecting declines in revenue, operating income, and EPS as the stock trades near 12-year lows. Overall, the tone is mixed, with negative news flow for Apple and Nike offset by broader market context and unrelated company-specific developments.