Monday, February 23, 2026

Apple tests ‘deep red’ color for iPhone 18 Pro and iPhone 18 Pro Max

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Apple tests ‘deep red’ color for iPhone 18 Pro and iPhone 18 Pro Max

MacDailyNews

Feb 23

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Three 48MP Fusion cameras — Main, Ultra Wide, and an all-new Telephoto — offer the equivalent of eight lenses. — Apple’s flagship iPhone 17 Pro Max in Cosmic Orange

According to recent reports from Bloomberg News‘ Mark Gurman, Apple is currently testing and seriously considering a striking new deep red finish — described as a rich, premium burgundy-like tone — for its upcoming iPhone 18 Pro and iPhone 18 Pro Max lineup.

Mark Gurman for Bloomberg News:
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The iPhone 17 Pro and Pro Max are popular models because of their new industrial design and improved internals, but the Cosmic Orange color also has helped fuel sales. I have one in this color myself, and it’s awesome. I’m glad I picked it over one of the more muted tones. The color has also apparently been a strong driver of interest in the all-important China market, with some there comparing it to the classic Hermès orange hue. The two orange shades are actually quite different, but Apple should probably take the perceived resemblance as a compliment.
That’s why it’s so interesting that Apple is now considering a deep red color for its next lineup. Given the success of orange, I wouldn’t be surprised if the company keeps that option around and just adds the red as an additional choice. But red and orange might be a little too close on the color wheel to have both. We’ll see how this plays out exactly, but I can at least tell you that, as of now, red is the new flagship color in testing for the next iPhone Pros.

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MacDailyNews Take: As for the foldable iPhone, Gruman reports that it’s likely to offer the options Apple used during the early days of the iPhone, “some sort of dark gray or black and a variation of a white or light silver.”

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New research: Apple stock could be safe harbor from AI bubble fears

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New research: Apple stock could be safe harbor from AI bubble fears

MacDailyNews

Feb 23

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Apple is taking a distinct path from many other tech stocks. The major risks tied to the AI boom appear largely irrelevant to the company. Bolstered by robust revenue growth reported in January and upcoming new product launches in March, Apple’s outlook remains promising and potentially very bright.

Ben Gran for The Motley Fool:
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New research from Bloomberg shows that Apple stock is becoming less correlated with the Nasdaq-100 index, reaching its lowest level of correlation since 2006. That means Apple’s performance is becoming less like that of other tech companies. If other tech stocks go down, Apple might go up — and could be a safer choice if you’re worried about a possible AI stock bubble or the recent AI-driven tech stock sell-off.
Investors have been driven by two conflicting narratives about tech stocks in the past few months. The first: Investors are concerned that major AI companies like Microsoft are over-investing in AI data centers and digital infrastructure. The second: Investors are selling software stocks in fear that AI will replace or disrupt most software as a service (SaaS) companies.
Apple seems to be avoiding this entire debate… Although the company faces a few AI-related risks, such as its struggles to create an effective new AI-powered Siri, Apple might be immune to the current AI stock volatility.
Instead of worrying about AI, Apple seems focused on its core business of selling products — and business is good… New products are in the pipeline, too.

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MacDailyNews Take: Yup.

As we wrote last month, “Apple and, indeed, the entire U.S. economy, are primed to roar in 2026!”

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Apple’s App Store growth is reaccelerating – Morgan Stanley

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Apple’s App Store growth is reaccelerating – Morgan Stanley

MacDailyNews

Feb 23

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Apple’s App Store revenue growth is accelerating in February, according to Morgan Stanley analyst Erik Woodring.

Woodring noted in a Monday research note that month-to-date net revenue is up 9% year-over-year — marking a 230 basis point (bps) acceleration from January’s pace, aided by an easier year-over-year comparison of 700 bps.

Woodring added that quarter-to-date revenue is now growing 7.5%, which trails the firm’s +8.0% year-over-year forecast for the full March quarter by just 50 bps.

Sam Boughedda for Investing.com:
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The bank said growth should remain on track as long as March follows its usual trend.
“March quarter App Store revenue would end the quarter in line with our +8% Y/Y forecast if March revenue grows in line with T3Y seasonal average of 10% M/M,” Woodring wrote.
The bank kept its March-quarter App Store growth and Services growth forecasts unchanged at 8 percent and 13.5 percent, respectively.
Morgan Stanley said the acceleration is broad-based across major markets. China’s App Store is growing 4 percent year-over-year after a decline in January, while the U.S. is rising 3 percent, a 40-basis-point improvement. Japan is down 1 percent, while the rest of the world is seeing 22 percent growth.
The analysts also cited rising Mac lead times, noting they have “quickly inflected to multi-year highs” due to demand for the on-device AI tool OpenClaw.

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MacDailyNews Take: More good news for Apple’s Mac and Services categories and, of course, for AAPL investors!

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