While Apple had to raise prices, the company’s MacBook Neo remains seriously popular. Apple’s iPhone 17 series continues to sell well, with recent market data showing sustained growth. Both Counterpoint and IDC tell us that iPhone shipments continue to increase, even as other vendor shipments slide. The AI narrative has really changed, with analysts no longer quite so starry-eyed at the prospects for the big frontier AI firms. It also means both Apple and OpenAI are already competing in hardware, even though neither company yet offers anything that directly challenges the other.