Ken Fisher and Jim Cramer remain bullish on Apple as iPhone 18 Pro and a proposed foldable model take center stage

Apple (AAPL) stayed near the top of market chatter after a Yahoo Finance report highlighted the continued positive stance of billionaire investor Ken Fisher and TV commentator Jim Cramer toward the company. The piece framed Apple’s outlook around a new wave of iPhone hardware, including an iPhone 18 Pro lineup and a first foldable phone described as the iPhone Duo.

The Yahoo Finance post ties investor sentiment to the idea that Apple’s product cycle can still generate durable demand, even when investors worry about near-term execution. It also points to a separate supply-chain narrative, saying Apple asked some suppliers to cut component orders in connection with the upcoming devices. That kind of message, if accurate, can be read two ways: as a disciplined response to production planning, or as a announcement of softer expectations.

Beyond the foldable question, the same report references the iPhone 18 Pro models as the next major catalyst for the iPhone franchise. For Apple, that matters because iPhone remains the company’s core revenue engine, and product refreshes typically drive both upgrades and replacement cycles across multiple regions.

The Yahoo Finance article characterizes Fisher and Cramer’s view as sustained rather than reactive, reflecting a longer-running belief that Apple’s ecosystem, pricing power, and brand pull can help it weather competitive and macro pressures. Still, the post does not provide new primary disclosures from Apple, such as updated guidance, supplier contract details, or a quantified impact of any order changes.

In the broader market context, foldables and other form-factor experiments are also high-stakes for large consumer electronics companies. Apple’s entry would likely require years of component readiness, supply chain coordination, and app and service optimization to match the experience customers expect from mainstream iPhones. When rumors emerge about cut orders, traders often focus on whether that points to demand shaping, manufacturing yield issues, or timing changes.

Apple has not, in the materials referenced by the Yahoo Finance report, offered a detailed explanation of its component planning for the iPhone Duo or quantified any production adjustments. Without official confirmation from Apple, investors may be left to infer motive from supplier-channel commentary, which can be incomplete or subject to interpretation.

What to watch next is whether Apple provides more concrete indicates around launch timing, production ramp, and inventory levels, either through company statements, supplier updates reflected in filings, or changes in market indicators tied to handset demand. In the meantime, the debate highlighted by Fisher and Cramer is likely to remain centered on the balance between Apple’s historical ability to monetize its installed base and the uncertainties that always accompany new hardware categories.

Market participants will also want clarity on whether “cut component orders” represents a standard planning adjustment, a response to demand indicates, or a broader reset. Even when sentiment is constructive, that distinction can influence near-term expectations for shipments and gross margin as the next product wave approaches.