Research
Apple's $1,999 Foldable: Why the iPhone Duo Is a Pricing Bet, Not a Volume Supercycle
Apple's $1,999 iPhone Duo creates a premium growth tier, but the real test is pricing power and mix, not a mass-market foldable boom.
Research
Apple's $1,999 iPhone Duo creates a premium growth tier, but the real test is pricing power and mix, not a mass-market foldable boom.
Enterprise Software
The last three weeks have produced the sharpest institutional divide on U.S. enterprise software in a decade. UBS cut ServiceNow to Neutral with a $100 target. Guggenheim upgraded to $125. BTIG is at $150. The dispersion is not about whether AI eats SaaS. It is about which pricing model wins the tra