Closing Bell Closing Bell: Countdown to Apple 1/29/26
Jan 29, 2026
Pippa Stevens, commodities and retail trading reporter, highlights metals rallies and record retail flows. Alex Kantrowitz, tech journalist and author, dissects Apple, AI strategy and product timing. They talk Apple’s stakes, AI roadmaps, iPhone strength, software multiples, and consumer signals from coffee, cruises and cards in quick, market-focused segments.
AI Snips
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Episode notes
Apple Needs To Show AI Roadmap Now
- Dan Ives says Apple has been a spectator on AI but must prove progress starting this year.
- He expects Apple to begin monetizing AI from March through WWDC to reassure investors.
Apple In A Temporary Goldilocks Zone
- Alex Kantrowitz called Apple 'Goldilocks' because no killer AI device exists yet to dethrone iPhone strength.
- He expects iPhone 17 and potential foldables to keep Apple strong while AI becomes a multi-year story.
Show Concrete Consumer AI Steps
- Ankur Crawford warned Apple must show how it will own the consumer AI interface or risk losing ground.
- He urged Apple to demonstrate concrete steps this year to integrate AI into the iPhone experience.