Apple’s stock has experienced a significant rebound over the past two days, fully recovering from the losses incurred earlier in 2025. Following a 4% surge on Monday, Apple’s stock is now showing a slight year-to-date gain of over 2%. This positive turn makes Apple the last of the major tech companies to achieve positive growth for the year. The surge is largely attributed to the release of the company’s latest products.
The catalyst for this resurgence is the launch of new iPhones, Apple Watches, and AirPods on Friday. The new iPhones, particularly the $999 iPhone Air, feature a notable redesign after several years, marking a significant product refresh. Analyst reports suggest that strong pre-order numbers and extended shipping times indicate robust consumer demand for the new devices. Bank of America Securities noted significantly longer shipping times for the iPhone 17 compared to its predecessor, suggesting high initial sales.
Furthermore, strong pre-order data from China, a crucial market for Apple, further supports the positive outlook. This positive market response contrasts with Apple’s previous position as a laggard among major tech companies in 2025. This lag was partially due to comparatively lower investment in AI chips and data centers when compared to competitors. Concerns also arose from the postponement of a major Siri update until 2026, fueling anxieties that Apple might fall behind competitors like Google and Microsoft in AI integration.
Despite these past concerns, Apple’s new product lineup incorporates several noteworthy AI features. The AirPods Pro 3 now offer automatic spoken text translation, while the new Apple Watch models utilize machine learning to alert users about potential high blood pressure risks. These features demonstrate Apple’s continued commitment to incorporating AI technology into its products, potentially alleviating some investor concerns and contributing to the recent stock rally.
