Welcome to 95 Mac Daily for Thursday, July 31st, 2025.

I'm your host, Chance Miller.

We are sponsored this week by Bitwarden.

Leading off today, a new report from researchers at J.P. Morgan sheds additional light on what to expect from the iPhone fold, expected to launch in 2026.

In a note to clients, J.P. Morgan corroborates that, yes, we should expect the iPhone fold in September of 2026.

The report corroborates that it will feature a book-style fold design similar to Samsung's Galaxy Z Fold series. It's expected to feature a 7.8-inch

inner display and a 5.5-inch outer display, and the biggest advantage it'll have over Samsung's

foldables is that the crease will not be visible down the center of the display. Rumors have

been pointing to Apple's industry- crease-fury inner display design,

as well as a liquid metal hinge of some sort.

JPMorgan Chase also projects a 1999 price tag for the iPhone fold.

This is on the lower end of the previously reported prices of between $2,100 and $2,300 for the device.

It also puts it surprisingly or perhaps suspiciously close to the pricing of Samsung's foldables.

Finally, J.P. Morgan is bullish on the overall impact of the first foldable iPhone.

It says that it expects shipments to start in the

low teens of millions in fiscal 2027, but climb into the mid-40s of millions by fiscal 2029,

ultimately leading to a high single-digit boost and earnings in the medium term.

Next up today, Apple continues to lose some of its top artificial intelligence researchers

to META.

As we've talked about before, Mark Zuckerberg is building a new superintelligence team at META

and spending insane amounts of money to do so.

The latest defection is Bowen Zeng, a multimodal AI researcher at Apple who left

...