Traders bet Apple will discuss AI, China tariffs, and wearables on earnings call
Ahead of Apple’s earnings, Kalshi traders expect the company to touch on its Creator Studio and streaming efforts, potential AI integrations (including a Gemini model via Apple Intelligence), and issues around China tariffs. They assign high odds to mentions of China (98%) and tariffs (96%), with more uncertain bets on Gemini AI (27%), wearable glasses (24%), and foldable devices (9%), amid broader speculation about Apple’s AI leadership and hardware roadmap.
