Does Apple Have a New Hit On Its Hands?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 4 March 2026

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Apple has introduced a number of new products this week, including a new phone and displays. But the Macbook Neo is a low-cost Mac that could make the company’s PCs more popular for kids and families. Whether it moves the needle for the stock will take time to tell. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Apple’s new products - Does AI need new hardware - Are airline stocks in trouble? Companies discussed: Apple (AAPL), Delta (DAL), American Airlines (AAL), United (UAL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Aval has new hardware and may have a hit on its hands.
0:08.1	Mottling Full Money starts now.
0:23.4	Welcome to Motley Full Money with the Hidden Gems team.
0:27.6	I'm Travis Hoyum, joined today by Rachel Warren and Lou Whiteman.
0:30.6	And guys, Apple is in the news again.
0:34.8	These announcements aren't quite as exciting as they were 15 years ago. But I did think that this new product announcements over the last couple of days were kind
0:40.6	of meaningful because this is some new products that could be compelling and we're in this
0:45.1	new world of AI.
0:46.4	So Rachel, let's start with you.
0:48.4	We have new MacBook pros.
0:50.7	We have new Mac, new monitors.
0:52.9	We have a new MacBook Neo, including Ares.
0:56.8	I don't know if we need both of those things.
0:59.1	What did you take away from all these new products announcement?
1:02.0	Do any of them move the needle for Apple?
1:04.9	I think it does.
1:06.4	So the MacBook Neo, I do think, is actually a bit of a shift in Apple strategy.
1:10.3	The idea here is to directly challenge Windows PCs and Chromebooks in that more budget-conscious
1:16.1	consumer as well as education sector.
1:18.7	So it's $599, $59 for the MacBook Neo, $49 for education clients.
1:24.5	It's Apple's most affordable laptop ever.
1:27.4	It's about $400 less than the prior
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.