Apple (AAPL) may be looking to release the first “AI-driven smartphone” in the coming years, according to some analysts. This could be a big move for the company in its AI initiative, and help the stock push towards $300. TF International Securities analyst Ming-Chi Kuo predicts that Apple could introduce its first foldable iPhone by late 2026.
According to the analyst on X, who focuses on Apple, the rumored device is expected to feature a book-style design, a 7.8-inch crease-free inner display, and a 5.5-inch outer screen, offering users a larger, AI-driven experience. Kuo describes the foldable iPhone as a “true AI-driven phone”, emphasizing that the larger screen will enhance AI functionalities.
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New Apple AI iPhone to Send Company to $4T?
Despite growing competition emerging throughout 2024, Apple has remained the market cap leader more than two months into the year. Moreover, the company is on its way to completing yet another monumental milestone. Indeed, Apple (AAPL) is nearing the $4 trillion club, as its ongoing AI push may be able to get it there. If the rumored AI-focused phone is announced sometime this year, it could be another strong effort for Apple in that space.


The iPhone developer debuted its Apple intelligence features late last year. However, its arrival came to a muted response, with users not flocking to the update as many had hoped. Its development is still ongoing, however, and its continued enhancements could propel the firm to unprecedented heights. Further, besides the current iPhone 16 series, a new phone focused on this technology will help that case.
Despite its impressive market value surge over the last four months, Apple’s growth is held back by its stagnant position. In 2025, the company is expecting just 4.6% revenue growth. Moreover, it has stayed in its position for the last three years. In that time, it has only grown around the 4% level in both revenue and earnings. In 2025 thus far, Apple stock is down as well, falling 5%. Artificial intelligence will play an important role in a potential rebound towards a $300 high.