Tim Cook and John Ternus at Apple Park.<\/p>\n
Courtesy: Apple<\/p>\n
On Apple’s<\/a> first earnings call since the company announced its planned C-suite changes, traders on Kalshi think the company may discuss its creator studio, streaming platform and a fellow megacap tech company’s artificial intelligence model.\u00a0<\/p>\n Apple is set to report earnings after the bell on Thursday, just over a week since the company announced that longtime CEO Tim Cook will be leaving in September<\/a> and replaced by senior vice president of hardware engineering John Ternus.\u00a0<\/p>\n Traders think it’s almost certain that the company will mention on its earnings call China and tariffs, placing odds at 98%<\/a> and 96%, respectively. But there are other topics that traders are more divided on.\u00a0<\/p>\n But traders are more uncertain on other topics. <\/p>\n Google’s artificial intelligence model Gemini has a 27% chance to get mentioned. Apple has a deal with Google to implement the model<\/a> into its Apple Intelligence features, but Apple is also widely viewed by Wall Street as the biggest tech laggard on AI development. <\/p>\n Meanwhile, traders mostly think the company won’t chat about glasses, assigning only a 24% chance. Apple has reportedly<\/a> been working on designing an AI-supported smart glasses product as a new wearable technology for quite some time, but has yet to make a formal announcement of the development. <\/p>\n Traders also give just a 9% chance the company says fold, folding or foldable. That’s after a report this month that the timeline for the development Apple’s proposed foldable iPhone is delayed<\/a>.\u00a0However, a Bloomberg report<\/a> indicates a planned fall 2026 launch is still on schedule. <\/p>\n Disclosure: CNBC and Kalshi have a commercial relationship that includes a CNBC minority investment.<\/p>\n