# Mar 11, 2026: Apple vs. Inflation: MacBook Neo, New iPhone 17E, & MacBook Air M5 — What It Means for Investors

Page: https://stenobird.com/podcast/the-7investing-podcast-1227049/mar-11-2026-apple-vs-inflation-macbook-neo-new-iphone-17e-macbook-air-m5-what-it-means-for-investors
Text version: https://stenobird.com/podcast/the-7investing-podcast-1227049/mar-11-2026-apple-vs-inflation-macbook-neo-new-iphone-17e-macbook-air-m5-what-it-means-for-investors.md
Podcast: [The 7investing Podcast](https://stenobird.com/podcast/the-7investing-podcast-1227049)
Published: 2026-04-02T21:00:21+00:00
Episode link: https://podcasters.spotify.com/pod/show/7investing/episodes/Mar-11--2026-Apple-vs--Inflation-MacBook-Neo--New-iPhone-17E---MacBook-Air-M5--What-It-Means-for-Investors-e3hblv0
Audio file: https://traffic.megaphone.fm/APO5723047677.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-7investing-podcast-1227049/episodes/mar-11-2026-apple-vs-inflation-macbook-neo-new-iphone-17e-macbook-air-m5-what-it-means-for-investors
Duration seconds: 1558

## Resource

Apple (NASDAQ:AAPL) just dropped a bombshell product lineup — including the all-new MacBook Neo at just $600, the iPhone 17E, and the MacBook Air M5 — and they're doing it while raising gross margins. How is that possible in an inflationary, tariff-heavy environment? In this episode, Simon Erickson breaks down Apple's bold pricing strategy, its asset-light business model, and why this could be a major long-term win for investors. We dig into Apple's record-breaking Q1 results: $143.8B in revenue (up 16% YoY), an all-time high gross margin of 48.2%, and $54B in operating cash flow — including $24.7B in share buybacks. We also explore how Apple's reliance on Taiwan Semiconductor (NYSE:TSM) and Broadcom (NASDAQ:AVGO) for chip manufacturing lets it avoid the massive CapEx spending that rivals like Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), and Meta (NASDAQ:META) are racing to deploy.Plus, a preview of our upcoming Friday show: the Novo Nordisk (NYSE:NVO) vs. Hims & Hers (NYSE:HIMS) feud over GLP-1 weight loss drugs — and a future special episode on quantum computing.Don't miss out on our free investing newsletter with show recaps delivered straight to your inbox: 7investing.com/newsletter#Apple #AAPL #MacBookNeo #iPhone17E #MacBookAirM5 #StockMarket #InvestingNews #TechStocks #AppleInvestor #Tariffs #Inflation #GrossMargin #ShareBuybacks #TaiwanSemiconductor #Broadcom #GLP1 #NovoNordisk #HimsAndHers #QuantumComputing #7investing #SimonErickson

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