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Oppenheimer's Martin Yang points to Apple's (AAPL) iPhone sales topping $46 billion and growing sales in China as signs of the company's tech dominance. He believes Apple's supercycle is still intact, expecting the average consumer to buy its new model, despite the company's sluggish rollout of Apple Intelligence.

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AAPL Earnings Show Early Signs of iPhone Supercycle

Schwab Network

AAPL Earnings Show Early Signs of iPhone Supercycle