Apple: Is The $100 Billion Deal Really A Smart Move?

Apple Inc. stands to save $107 billion in costs with its new $100 billion investment commitment in the US. The risk is that it may have to spend even more. Apple has a couple of years of strong product launch catalysts with the thin iPhone 17 Air launching this year and a foldable iPhone and AI-powered glasses launching next year. Broad-based growth in Apple's services ecosystem is accretive to gross margins.