Something unusual is happening beneath the surface of the stock market.

On TV, everything still looks fine.

The news says "buy." The indexes look safe.

Below the surface, a war is starting.

Big money is fleeing one group of stocks…

And piling into another.

This kind of split has only happened a handful of times in the last 125 years.

Each time, one side of the market eventually broke down hard.

But the other side? It made people very, very rich.

10x… 20x… even 30x winners.

We are at that breaking point right now.

I’m going on camera to show you exactly which side is which.

[Watch Now]

Stay sharp,

JC Parets, CMT
Founder, TrendLabs

Apple's Foldable iPhone Foray: A Real Needle Mover or Hype Train?

Authored by Leo Miller. Posted: 4/15/2026.

Apple (NASDAQ: AAPL) hit it out of the park with its iPhone 17 lineup. The new family of flagship devices helped the company post its highest iPhone sales ever in Q4 2025 and record its highest total revenue. Despite concerns the market has about Apple’s AI strategy, iPhone 17 enthusiasm pushed the stock to all-time highs in December 2025.

Now the Magnificent Seven company is entering a high-tech segment it has largely stayed out of so far: foldable phones.

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Bloomberg Technology reports Apple plans to debut its first foldable phone—reportedly called the “iPhone Ultra”—in September 2026. (Other reports warn manufacturing issues could delay the device’s launch.)

For investors, the key question is whether the iPhone Ultra can move the needle for the tech stock beyond being a high-end novelty. Here’s what the data suggests.

Apple Projected to Reaccelerate Foldable Market Growth to 30%

Foldable phones enjoyed a rapid early ramp. Research firm Omdia notes the first foldables arrived in 2019, and by 2021 annual shipments surged 309% year over year to about 9 million units. The market is still expanding, but that blistering pace has cooled.

IDC estimates foldable shipments will reach roughly 20.6 million units in 2025, a 10% increase year over year. That implies about a 23% compound annual growth rate (CAGR) from 2021 to 2025—well below the initial boom, but notable given that overall smartphone shipments declined significantly over the same period. Omdia reports overall smartphone shipments rose just 2% YOY in 2025.

Apple’s entry could reaccelerate foldable growth. IDC expects foldable shipments to climb 30% in 2026 and projects Apple will capture a meaningful share—about 22% of shipments and 34% of sales value. IDC estimates the iPhone Ultra’s average price could be near $2,400, roughly double the $1,199 base price of the iPhone 17 Pro Max (the base-level storage model).

Analysts are generally optimistic about Apple making inroads in this faster-growing segment. Whether that translates into a sizable impact on Apple’s share price in the near term, however, is less certain.

Low Foldable Penetration Likely Limits Near-Term Impacts

Despite enthusiasm, foldables remain a tiny slice of the overall smartphone market. Counterpoint Research reports foldables made up just 1.6% of the smartphone market in 2025, and that low base is the main reason the iPhone Ultra may not move Apple shares dramatically in the near term.

Apple’s dominance in the U.S.—about 50% market share as of Q3 2025—means an Apple-branded foldable could materially shift consumer perceptions and lift overall adoption. The absence of an Apple option likely held some consumers back from buying foldables.

Even in China, the largest market for foldables, penetration remains modest. Omdia estimates foldables accounted for only 3.2% of the Chinese market in H1 2025. After several years on the market, that raises questions about how large the category can ultimately become.

Looking farther out, IDC expects foldable growth to slow after the 2026 bump—declining to about 9.3% growth by 2029—but still outpacing non-foldable smartphones, which IDC projects will not exceed 3% growth in any year from 2026 to 2029. IDC also forecasts Apple’s shipment share rising to 34% by 2029.

2026: A Test Run for Apple’s Foldable Ambitions

The data paints an intriguing picture: foldables could grow much faster than the overall smartphone market, but they are starting from a very small base. If consumers respond well to the iPhone Ultra and Apple captures a meaningful share, the stock could see an incremental lift in late 2026.

Longer term, the upside could be more substantial if foldables become a sustainable, high-growth business for Apple. Higher price points for the iPhone Ultra could also support margin benefits. However, sustainable is the key word: a 2023 Kantar report found 55% of consumers who bought foldables later switched back to conventional smartphones.

For now, foldables remain a niche market, and the iPhone Ultra alone is not a primary reason to own Apple stock. That said, shares could see meaningful upside over a multi-year period if Apple’s foldable push succeeds and convinces customers to stick with the category beyond 2026.

Intel Went From Market Reject to Musk's AI Partner — What Happens Next?

Authored by Sam Quirke. Posted: 4/13/2026.

Tech giant Intel Corp (NASDAQ: INTC) has staged one of the most dramatic turnarounds in the market over the past couple of quarters. After trading at multi‑year lows this time last year and becoming almost a byword for disappointment, Intel shares are suddenly on the verge of a five‑year high — up more than 220% since last August.

Those gains have accelerated in recent weeks, with the stock adding roughly 50% since the end of March.

The latest leg higher followed news this week that Intel is joining Elon Musk’s Terafab AI chip production project alongside his Tesla Inc (NASDAQ: TSLA), SpaceX, and xAI companies. That development has reignited interest in the story, placing Intel at the center of one of the most ambitious artificial intelligence (AI) infrastructure initiatives currently under construction.

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The question now is whether this momentum has room to run or whether the stock has already priced in much of the upside ahead of its next earnings report on April 23. Let’s take a closer look.

A Narrative Shift Is Underway

While this week’s update on Intel’s partnership with Musk and his portfolio is significant, the most important change over the past year has been the shift in perception around Intel’s foundry business. What was once viewed as a long‑term, uncertain turnaround effort is increasingly framed as a credible path back to relevance in the semiconductor industry.

Intel Foundry Services gaining traction as a supplier in the broader AI ecosystem is evidence of that shift. No longer an “also‑ran,” Intel has re‑entered conversations about the next phase of technology growth instead of being seen as doomed to lag behind its younger, more nimble peers. That change in narrative has driven a significant re‑pricing of the stock, even though many underlying improvements remain in their early stages.

Terafab Has Put Intel Back in the Spotlight

The Terafab announcement has served as a potent catalyst for the bulls. Intel’s involvement alongside Tesla, SpaceX, and xAI has eased bearish concerns about the turnaround and effectively validated the company’s role in the emerging AI supply chain. These are some of the most aggressive players in the AI space, and their decision to work with Intel signals that the company is being taken seriously again at the highest level.

Considering Intel shares have climbed nearly 20% since the news broke, the market is clearly reacting. Analysts, however, remain divided on how to interpret the development. KeyCorp has leaned into the opportunity, reiterating its Buy rating and raising its price target to $70 — still implying meaningful upside ahead of the earnings report.

Other firms, such as Cantor Fitzgerald and Wells Fargo, have taken a more cautious stance, issuing Hold or equivalent ratings that reflect uncertainty about how quickly the new narrative will translate into financial results.

The Rally Has Moved Faster Than the Fundamentals

From the sidelines, bears have a point. Intel’s story has improved markedly compared with this time last year, but the stock has moved even faster.

A roughly 220% rally, and a 50% gain since the end of March, suggest a significant amount of optimism is already priced in. The Terafab news has accelerated that move and raised expectations at a time when much of the underlying progress is still early.

Key elements of the bull case — including the success of the foundry business and the economics of projects like Terafab — remain largely unproven. Execution risk is still meaningful, and the path to realizing the company's full potential has yet to be clarified. This creates an exciting but potentially risky situation in which a compelling emerging narrative outpaces the fundamentals.

Earnings Will Be the Next Major Test

That makes Intel’s next earnings report, due on April 23, one of the most closely watched in recent memory. After such a sharp run, investors will be looking for confirmation that the narrative shift is supported by both a clear strategy from management and some tangible operational progress.

If Intel can deliver, the rally could extend further, supported by momentum and improving fundamentals — in which case the stock could still be considered undervalued and an attractive buy ahead of the report.

Conversely, the potential for a sharp pullback would increase if the report disappoints. For investors on the sidelines, that creates a delicate setup: the long‑term opportunity looks increasingly compelling, but the risk of near‑term volatility may outweigh the prospects for immediate gains.