Mar 11, 2026: Apple vs. Inflation: MacBook Neo, New iPhone 17E, & MacBook Air M5 — What It Means for Investors

Apple (NASDAQ:AAPL) just dropped a bombshell product lineup — including the all-new MacBook Neo at just $600, the iPhone 17E, and the MacBook Air M5 — and they're doing it while raising gross margins.

How is that possible in an inflationary, tariff-heavy environment?

In this episode, Simon Erickson breaks down Apple's bold pricing strategy, its asset-light business model, and why this could be a major long-term win for investors.

We dig into Apple's record-breaking Q1 results: $143.8B in revenue (up 16% YoY), an all-time high gross margin of 48.2%, and $54B in operating cash flow — including $24.7B in share buybacks.

We also explore how Apple's reliance on Taiwan Semiconductor (NYSE:TSM) and Broadcom (NASDAQ:AVGO) for chip manufacturing lets it avoid the massive CapEx spending that rivals like Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), and Meta (NASDAQ:META) are racing to deploy.Plus, a preview of our upcoming Friday show: the Novo Nordisk (NYSE:NVO) vs. Hims & Hers (NYSE:HIMS) feud over GLP-1 weight loss drugs — and a future special episode on quantum computing.Don't miss out on our free investing newsletter with show recaps delivered straight to your inbox: 7investing.com/newsletter#Apple #AAPL #MacBookNeo #iPhone17E #MacBookAirM5 #StockMarket #InvestingNews #TechStocks #AppleInvestor #Tariffs #Inflation #GrossMargin #ShareBuybacks #TaiwanSemiconductor #Broadcom #GLP1 #NovoNordisk #HimsAndHers #QuantumComputing #7investing #SimonErickson