Reddit posts questioned whether the Magnificent 7, including
$AAPL, have become 'value stocks' with limited upside potential.
A separate discussion explored why big tech stocks rose despite hawkish Fed signals from Jackson Hole that increased the odds of a September rate hike.
Same-day news spotlighted Apple’s upcoming iPhone 18 launch on September 9 under new CEO John Ternus, with AI features and a potential foldable model.
Apple (![]()
At the same time, a separate r/stocks thread puzzled over an apparent paradox: big tech stocks were rising despite Federal Reserve Chair Kevin Warsh's hawkish Jackson Hole speech, which increased the odds of a September rate hike. The post’s author speculated that higher rates might discourage further debt-financed AI capex, which could be seen as a near-term positive for big tech margins. This discussion attracted 62 upvotes and 71 comments, highlighting the nuanced sentiment around Apple and its mega-cap peers.
Adding to the conversation, same-day news from The Motley Fool confirmed that Apple is launching its first iPhone under new CEO John Ternus on September 9. The event is expected to feature the iPhone 18 family with new chips (A20 Pro and C2), enhanced on-device AI capabilities via Apple Intelligence and upgraded Siri, and potentially Apple’s first foldable iPhone priced at $2,000+. Apple’s AI strategy—focused on on-device processing rather than cloud infrastructure—differentiates it from competitors and may influence investor sentiment as the launch approaches.
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