
'If you can’t buy it, you can’t afford it' — why not everyone is buying Apple's new iPhone leasing offer
THE SO WHAT
Multi-product leasing shifts phones and laptops from capex-like purchases into an always-on subscription line item. If you build around Apple’s ecosystem, assume higher hardware refresh cadence but more price sensitivity to bundled service upsells.
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Tech & InnovationMeta Gives Lackluster Third-Quarter Revenue Forecast
AI capex is now colliding with near-term revenue expectations—Meta is the clearest example of the market punishing long-duration AI spend without an immediate monetization story. If your AI roadmap leans heavy on opex or capex before clear revenue paths, expect sharper board questions on timing and payback.
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