Tuesday, September 9, 2025

The Apple Event -- Live -- 12:00 Noon CT -- September 9, 2025

 

Locator: 49051APPLE.

Tag: AAPL, wow. 

At the close:

After conclusion of the presentation: AAPL fell about $3.50 / share; in line with what AAPL usually does after these presentations.

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The Presentation

Done on the fly. Everything needs to be fact-checked. Done only to make sure I kept focused on the presentation.

Critics / analysts say this won't be a supercycle. After listening to the presentation, one wonders.

Ticker, link here:

Holy mackerel: because I'm so overweight in AAPL this made a huge change in my overall portfolio value. AAPL is now slightly negative for the day; will be very, very volatile today.

The presentation.

Begins with the Air Pods. Introduced by VP, Hardware Engineering.

AirPod 3 -- $249: no price increase.

  • holy mackerel: live translation
    • Duolingo shares plummet
    • Broadcom down a bit
    • Qualcomm down a very, very little bit
    • TSM up almost 3%
    • ATT up 2%
    • after initially being positive, Apple drops near the end of the presentation
  • live translation begins with simple hand motion
  • works when only one person using the Air Pods, but really, really works well when both folks are using Air Pods
  • does anyone else do this?
  • doesn't matter.
  • five sizes now available
  • last much longer on one charge -- 8+ hours
  • I may finally buy a pair. LOL.
  • $249: no price increase
  • ticker - AAPL: 
    • down $2.00 on the day before the Apple presentation
    • at the end of the Air Pod 3 presentation, AAPL went from -$2.00 to four cents in the green.
    • seriously

Apple Watch, $299 to $799.

  • Apple Watch series 11:
    • marketing: health issues
    • lifeline in emergencies
    • can identify possible chronic hypertension -- this is groundbreaking!
      • looking for FDA clearance soon
  • Apple Watch SE 3: perfect entrance model; 
  • Apple Watch Ultra 3: being introduced this year: satellite connectivity;
    • ultimate sports and event watch -- it does it all 
    • largest display ever in any Apple Watch, but overall size has not increased
    • 42 hours of battery life; bigger battery

iPhone 17, $799 -- no price increase!

  • gonna be hard to keep up
  • introducing four new models
  • five colors
  • larger, 6.3" with smaller borders
  • Ceramic Shield 2 -- another big deal
  • A19 -- 3nm technology
    • 16-core neural engine
    • 6-core CPU
    • 5-core GPU
  • the upgrade in speed is almost incomprehensible for those with older phones
  • come in the following models
  • lots of emphasis on ProMotion
  • the camera -- really too much to post live
    • 48-dual fusion (two cameras in one)
    • main camera
    • 48-megapixel
    • 24-megapixel everyday use
    • 48-megapixel wide focus
    • 1-megapixel macro
    • front camera -- selfies are a very big deal
    • Center Stage: Apple's wildest field of view
    • wow-wow-wow: don't have to rotate the iPhone any more for landscape photos
    • four views now available; can hold iPhone vertically for all photos -- wow-wow-wow!

iPhone Air, newest member of the iPhone family, game changer, $999:

  • iPhone Air
    • focusing on thinness, Ceramic Shield on both sides, and color
    • impossibly thin profile, but no added weight
    • this is going to be huge
    • 5.6 mm thin
    • 6.5 inch display
    • frame: titanium
    • exceeds Apple's bend strength requirement
    • four colors
    • Apple Silicon
    • A19 Pro
      • 6-core CPU (includes 2 performance cores; 2 efficiency cores)
      • 5-core GPU
      • introducing neural accelerators
      • wireless connectivity for the first time: N1
      • Apple-designed: N1
      • Apple-designed modem: C1X; 2x faster than C1; less energy intensive
    • camera enhancements
    • battery length: all-day battery life in thinnest iPhone ever;
    • up to 40 hours of video playback with battery accessory.

iPhone 17 Pro and iPhone 17 Pro Max; see presentation.

  • biggest battery in any iPhone
  • new Camera Pro system
  • completely new thermal dispersion system;
  • will become the standard for Hollywood filming

iPhone SE, $599. Have to check on this one. Not discussed on the presentation. 

Other tickers midway through presentation:

  • Of interest
    • Duolingo shares plummet
    • Broadcom down a bit
    • Qualcomm down a very, very little bit
    • TSM up almost 3%
    • ATT up 2%
    • Corning, GLW; up nicely
    • after initially being positive, Apple drops near the end of the presentation

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